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In this video tutorial, Katie Sanouris from CNRS Wealth Management explains how to fill out Form W-9. She indicates that if you receive a W-9 form, you should use the paper version, and provides guidance on finding the form online via the IRS website. The W-9 is a one-page document for requesting taxpayer identification numbers and includes instructions. Katie highlights that the form is a fillable PDF that can be saved to a computer. Specifically, she notes that sole proprietors, small business owners, independent contractors, and freelancers often receive W-9 forms from companies they work for. This form collects personal information and EIN numbers, which are later used to complete Form 1099 that is sent to the address provided.
