How to Fill Out a W-9 Form
A straightforward guide to the information your requester needs. Use these steps to review your W-9 and avoid common mix-ups.
A W-9 gives a requester your taxpayer identification information for tax reporting. Return the completed form to the requester, not the IRS.
Your W-9, Step by Step
1. Start With the Current Form
Download Form W-9 and its instructions from the IRS.
2. Enter Your Name and Classification
Line 1 identifies the taxpayer. Sole proprietors and disregarded entities generally enter the owner’s name here and the business name on line 2.
Choose the appropriate classification on line 3a. An LLC’s selection depends on its tax treatment. Follow the instructions for disregarded entities and line 3b when applicable.
3. Add Your Address and Taxpayer ID
Use lines 5 and 6 for your address. In Part I, provide the taxpayer identification number that matches line 1. Check the instructions for sole proprietors and disregarded entities.
Line 4 exemption codes apply only in specified circumstances. Most individuals leave them blank.
4. Review and Return
Read Part II carefully and follow its signing and backup withholding instructions. Signature requirements vary by transaction.
Return the form to the requester through a secure method and keep a copy.
Need a Hand?
Unsure how your business should complete a section? KB2 can help you work through your questions.
Email info@kb2bookkeeping.com or call 512-843-2320.
Reviewed September 14, 2026. For the latest updates, visit the IRS Form W-9 page.