Filling out tax paperwork is always a hassle, especially when you come across different types of forms with similar sounding names. Here, we’ll tell you about the IRS Form W-9 and how to fill it out.
You will need to fill out the IRS Form W-9 if you are an independent contractor, self-employed service provider, or a company providing services to another business entity. Based on the information you provide in this form, your customer or client will issue you a Form 1099-MISC at the end of the fiscal year.
Typically, most of your customers will ask you to fill out the W-9 form. Since you probably need to submit the Form W-9 multiple times, it is better to fill it out and store it for repeated future use. You can easily fill out the IRS form W-9 form on any iPhone, iPad or Mac using PDF Expert, the best PDF Editor for Mac an iOS.
If you’re being asked to fill out the form W-9 by a customer or client, they will also likely provide you with a copy of the form. If not, you can always download the IRS Form W-9 on your Mac. While there are several websites that host a copy of the form, we recommend downloading the W-9 form directly from the IRS website here so that you always have the latest and correct version of the form.
Filling out PDF forms with PDF Expert is a breeze. Here are 5 simple steps to do that:
p.1 – Type in your name or company name exactly as it appears on your tax returns.
p.2 – If you are doing business using a different name, type that name here.
p.3 – Carefully read the business entity types mentioned here and select the correct checkbox corresponding to your own business. For sole proprietors select the first checkbox.
p.5,6,7 – Enter the address where you'd like to receive the Form 1099-MISC
Part I – Enter either SSN or EIN, for sole proprietors; they are interchangeable, so you can use either one.
That's it! As you can see, filling out PDF forms with PDF Expert is a breeze. Besides, there are several more advantages that you will definitely love:
Mistakes are something we all make. However, mistakes on your tax returns can prove to be costly. Many have found this out the hard way — even a small typo in any of the fields could cost you big. We have prepared a list of common mistakes to avoid while you are filling out your Form W-9.
- Mistyping your name or DBA on the W-9 can actually trigger an audit since it would appear to IRS that you didn't report your form 1099-MISC when you submit your tax return later.
- Same thing may happen if you make a typo in the SSN or EIN. Remember, your customer has no way to verify that you've entered the correct details on your W-9 form.
- Make sure your mailing address is correct, otherwise you will not receive your 1099-MISC form later.
Keep all the forms in one place, for example in PDF Expert on your iPad. This enables a quick access whenever you need them. Once again, make sure you provide accurate information on your W-9. This will ensure that payments you receive are properly reported to the IRS. If you are unsure of some items, always consult with your financial adviser.