IRS W9 Form 2023-2024 PDF
Request for Taxpayer Identification

Form W-9 on MacBook

A W-9 tax form, also known as Request for Taxpayer Identification Number and Certification form, is used by employers or contractors to confirm their name, address, and taxpayer identification number (TIN). Here, we’ll tell you where to download a blank W9 form PDF file, how to fill it out and what common mistakes to avoid.

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.


How to Download Form W-9

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.


How to fill Form W-9 on Mac

Filling out PDF forms with PDF Expert is a breeze. Here are simple instructions to do that:

  1. Download the official IRS Form W-9 from here
  2. Download PDF Expert for free and launch it
  3. Open your W9 form PDF in PDF Expert
  4. Click on any field and start typing your information (see the notes below)
  5. Save the complete form in a cloud storage so you can retrieve it from anywhere in the future
  6. Sign the form and send it to your customer.

Note:
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.

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Common mistakes to avoid while filling out Form W-9

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.

How does PDF Expert Help with filling out tax forms?

PDF Expert is the best PDF editor for Mac with many fantastic features. PDF Expert makes it very easy to fill out your tax forms and save them for handy access later. It contains tools to let you quickly enter information or make corrections in PDF when needed. As the tax season approaches, make sure you download PDF Expert for some peace of mind.


PDF Expert does not offer any tax advice, and it is strongly recommended that you seek consultation with a qualified tax expert concerning your specific tax inquiries. To the fullest extent permitted by law, PDF Expert presents this material on an “as-is” basis. PDF Expert hereby disclaims and makes no representation or warranty of any kind, whether express, implied, or statutory, including but not limited to representations, guarantees, or warranties, fitness for a particular purpose, or accuracy.