Instructions for the Requester of Form W-9 (Rev March 2024)-2025

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The document provides detailed instructions for completing Form W-9, which is used to request a taxpayer identification number (TIN) and certification from U.S. persons. It outlines recent updates, including clarifications for Limited Liability Companies (LLCs), new reporting requirements for partnerships with foreign partners, and backup withholding rules. The document also explains the responsibilities of withholding agents, exemptions from backup withholding, and the process for electronic submission of forms. Additionally, it covers compliance with the Foreign Account Tax Compliance Act (FATCA) and provides guidance on taxpayer identification number matching.

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Who requests a W9 form?

If youre an independent contractor, businesses will request a W-9 form. What is a W-9 form, and why do you have to fill it out? Form W-9 is used to provide basic taxpayer information so businesses can report taxable payments made to freelancers and contractors.

Who is the requester of Form W-9?

Requesters may establish a system for payees and payees agents to submit Forms W-9 electronically, including by fax. A requester is anyone required to file an information return. A payee is anyone required to provide a taxpayer identification number (TIN) to the requester.

How do you fill out a W9 step by step?

How to fill out a W-9 form Download the W-9 form from IRS.gov. Provide your full legal name and business name. Business structure. Exemption. Enter your mailing address. Add any account numbers. Provide your Social Security number or Employer Identification Number. See if you need to sign and date the form.

Who is responsible for filling out a W9?

Form W-9. If youve made the determination that the person youre paying is an independent contractor, the first step is to have the contractor complete Form W-9, Request for Taxpayer Identification Number and Certification.

Is there a new W9 form for 2024?

In March 2024, the Internal Revenue Service (IRS) released a new revision to Form W-9. Forms W-9 previously provided or collected do not expire nor need to be refreshed due to the publication of the new revision.

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Who do I get my W9 from?

Download the W-9 Form from the IRS website. Box 1 with your full legal name. Box 3 with your tax classification - generally if you do not own a business, you are a sole proprietor and should select the first box.

Is a W9 for the employee or employer?

Form W-9 is an IRS tax form that requests information for an individual defined as a U.S. citizen or a person defined as a resident alien. The information is used to fill out Form 1099 and is used for independent contractors, freelancers, or unrelated vendors, but not employees.

How to fill out W9 for LLC single member 2024?

If your business is a single-member LLC you MUST: List the name of the individual or the business/partnership who owns the LLC on line #1, List the name of the LLC on line #2, If an individual is listed on line #1, use their Social Security Number or if a business or partnership is listed on line #1 use their