W9 Tax Form - How to fill out a Form W9, Tax Form W-9 and the 1099. Form W9 - W-9 Tax Form Explained

[@agustinsandoval4750]

Thank you!! This is the stuff they need to teach in schools!

[@KatieStOresCFPChFCEA]

[10:14am PST] @SaintOres.com Thanks Agustin, I agree, but you don't learn it until you get out into the real world. And it can be an expensive lesson.

[@Gigtaxservices]

@@KatieStOresCFPChFCEA How about Cannabis.. As an employee how do the file?

[@brisaserna8848]

they do. Financial Algebra

[@markchayer325]

@@KatieStOresCFPChFCEA hey Katie I have a question? So if I put in my bank account number and routing number, would this be optional or how would I get paid. Would it be sent by a paycheck. No idea

[@KatieStOresCFPChFCEA]

@@markchayer325 Hello Mark, There is no bank or routing number on a W-9. A W9 form is a tax document used to provide a taxpayer identification number (TIN) to someone who is required to file an information return with the IRS. The form is used by individuals and businesses to provide their TIN to payers or brokers who are required to file information returns with the IRS.

[@wollywop2278]

This lady will never know how grateful I am for her videos. I forget all about this channel until I need it and it never fails to give me concise How To Do’s. All I can do it send her a tip$ 🙏

[@BrownieJD]

Thank you! No extra fluff and straight to the point. You're awesome.

[@KatieStOresCFPChFCEA]

3:46pm PST SaintOres.com Thanks Brownie, I also don't like it when people spend two minutes at the beginning of a video talking about liking and subscribing....

[@PedroBlazeArt]

I literally feel like I'm learning from Angela from the office. Love it!!

[@KatieStOresCFPChFCEA]

Thanks Blaze... But there's a huge difference, Angela likes cats and I prefer horses.

[@Guardangel25]

OMG. I hope i dont sound childish but i need things explained with why and why not. YOU ARE THE BEST

[@KatieStOresCFPChFCEA]

Thanks Guardian, I do my best to explain things as well as I can. Appreciate the nice comment.

[@JohnScoggins]

I really appreciate your simple and straightforward walk-thru of how to fill this out for a sole proprietor!

[@KatieStOresCFPChFCEA]

Thanks John, And I appreciate your nice comment

[@SoyIsima]

Thank you! it is the first time I will have to file taxes in this country and this info is wonderful! thank you very much!

[@KatieStOresCFPChFCEA]

[11:53am PST] @TaxesbyKatie.com De nada Isima, Congratulations. In a way, I love paying my taxes. It makes me feel like I am contributing and involved.

[@SoyIsima]

@@KatieStOresCFPChFCEA Right! same here! keep it up doing educational video who all of us who want to contribute to this amazing country!

[@lyetaherb4703]

Thank You So Much! You helped me finally exhale after a week of questioning with no defined answers. TWO THUMBS UP! :0) 100% EXCELLENTE"

[@KatieStOresCFPChFCEA]

[2:34pm PST] @TaxesbyKatie.com Thanks Lyeta, That was my first "Excellente"

[@lyetaherb4703]

😉👍🏾IT'S A STRAIGHT FACT👉🏾👉🏾👉🏾100%*****

[@pattiobrien-richardson1881]

Thank you. Great video. You go right in and start explaining. So refreshing!

[@KatieStOresCFPChFCEA]

Thanks Patti, Glad you enjoyed it! Nothing worse than people begging for subscriptions for the first 3 minutes of the video.

[@humanity4281]

‌Thank you ma'am I follow you from Afghanistan and I was able to fill this form according to your instructions ❤️❤️

[@KatieStOresCFPChFCEA]

Hello to Afghanistan, I'm glad the video was helpful.

[@shannonross6006]

Thanks for walking us through that, Katie. Great attention to detail and dismissing the things we don't need to stress about. Thanks!

[@KatieStOresCFPChFCEA]

Thanks Shannon, Glad it was helpful! No need to stress out about a IRS form.

[@fawadumarr]

Love the way you explained step by step through this screen.

[@KatieStOresCFPChFCEA]

[11:21am PST] @SaintOres.com Thanks Fawad, I'm happy you liked it.

[@Rationalific]

Awesome! This is just what I was looking for!

[@KatieStOresCFPChFCEA]

[10:44am PST] @SaintOres.com Thanks Rationalific, Glad I could help!

[@SVZ11]

Thanks a lot of the info, i did read the W9 but its so much better when someone walks you through it lol

[@KatieStOresCFPChFCEA]

Thanks Kenpachi, I agree, who wants to spend a bunch of time reading IRS directions.

[@kadila14]

Hi - this was very helpful! I have to submit a W9 to an government entity that says they will only make payments to what you list in line 1 as the Name. However, I want them to pay my SMLLC and not me personally? How do I handle this? Can I put my SMLLC in line 1 as the Name and it's EIN? Otherwise, it seems they will send checks to my personal name and not to my business

[@anthonydailey5918]

Thank you very much this video not only helpful but as straight to the point. Great work!

[@KatieStOresCFPChFCEA]

[9:12am PST] @SaintOres.com Thanks Anthony, I'm glad it was helpful.

[@VirtualZeeshan]

Thank you, ma'am. Your explanation was very helpful. Thumbs up for your pretty good explanation!

[@KatieStOresCFPChFCEA]

9:56am PST SaintOres.com Thanks Zeeshan, I appreciate the nice comment. Glad it was helpful!

[@sherrybrooks7577]

I just watch your W9 filled it helped me out so much because I needed to fill one out to get Load for a customer thank you so much and I did subscribe

[@KatieStOresCFPChFCEA]

Hello Sherry, Thanks for subscribing. I plan on doing as many government forms as possible.

[@AlexVincent-j9c]

Thank you for this video. I notice that the form and instructions were changed in March 2024 compared to what you show on the screen (dated Oct 2018), and one of the IRS revisions is its explanation for Part I concerning SSN vs. EIN for single-member LLCs that are disregarded as an entity. Specifically, the sentence that previously said NOT to use the EIN has been removed. So, the way I read it, the instructions direct one to use the EIN if they have it. Have you seen this March 2024 change, and wouldn't it change your video instruction and your various answers to viewers' questions about SSN vs. EIN where you tell them to use the SSN and not to use the EIN based on the "old" version of the form? I myself do not know the answer, but put it to you. Thank you.

[@mcalways]

Great question! As I do not feel comfortable using my personal SSN on a form being sent to a customer. 🥴

[@KatieStOresCFPChFCEA]

Hello Alex, Sorry for the delay, your comment went to "Held for review" . Per IRS instructions it is the same as it was... Owner's SSN or EIN , but NOT LLC's EIN. Here is a direct link to the IRS instructions. www.irs.gov/businesses/small-businesses-self-employed/single-member-limited-liability-companies

[@juliolopez4799]

This is a great video, very thorough instructions on how to fill out form.

[@KatieStOresCFPChFCEA]

[2:57pm PST] @SaintOres.com Thanks Julio, I don't get too many "great video" comments. I appreciate it.

[@serenitymusic2189]

Excellent video with no distracting music! Thank you!

[@KatieStOresCFPChFCEA]

[11:11am PST] @SaintOres.com Thanks Serenity, Glad you liked it...

[@Gigtaxservices]

You are awesome. "Let get going". I love it. Please do more

[@KatieStOresCFPChFCEA]

[11:02am PST] @SaintOres.com Thanks Kimberly, I plan to do as many as I can. Great thing about the IRS, they have lots of forms.

[@sherrybrooks7577]

I just watch your W9 video thank you so much it helped me out to fill out for a customer so I can be able to receive loads

[@KatieStOresCFPChFCEA]

[11:21am PST] @SaintOres.com Thanks Sherry, Glad I could help.

[@jasonsong6747]

Love how you went through the line items step by step - great vid! Question: I am a sole proprieter and I don't want to give clients my SSN or home address for privacy reasons. I will get an EIN to protect my SSN. For the address line on the W9, can I use a PO Box? I've read that you can by only if I can't get mail to my home address (per statement on 1040). So does that mean I am forced to show my client my home address (I can receive mail at home)?

[@KatieStOresCFPChFCEA]

[2:34pm PST] google.com/localservices/review/taxesbykatie Hey Jason, Yes, you can use a PO box number on a form W-9. This is the address where the requester will send your tax forms (1099-MISC).

[@alalal123421]

@@KatieStOresCFPChFCEA so using an EIN ok? I dont want to share social security. I am an independent contractor from what I understand I say individual/sole proprietor on the form and in that case either one works is that correct?

[@KatieStOresCFPChFCEA]

@@alalal123421 [11:51am PST] @SaintOres.com Hey PA, Per IRS instructions if you are a sole proprietor and you have an EIN, you may enter either your SSN or EIN.

[@kasiwilliams5927]

Thank you great explanation especially knowing when to use between the EIN and SS.

[@KatieStOresCFPChFCEA]

[8:55am PST] @SaintOres.com Thanks Kasi, Glad it was helpful!

[@elizabeth833]

Thank you so much!!! Took some stress off of my shoulders! 🙏

[@KatieStOresCFPChFCEA]

Thanks Elizabeth, You're so welcome! Taxes and stress relief will be on my next business card.

[@LandieCandie]

Nice and easy to understand and you got to the point!!! You are amazing

[@KatieStOresCFPChFCEA]

Thanks Viv. I hate it when I have to listen to "like, subscribe, and comment" for two minutes before the video.

[@LandieCandie]

@@KatieStOresCFPChFCEA you are awesome !!!! & me too 😂

[@XxUliboneZxX]

Extremely helpful and informative. THANK YOU!

[@KatieStOresCFPChFCEA]

[11:51am PST] @TaxesbyKatie.com Thanks King, Glad it was helpful!

[@scarletp6971]

The way you explain every single step and with details is just AWESOME. I love to watch your videos and learn from them. You make me grow an interest for taxes and accounting. Thank you so much for taking the time to create these very educational videos.

[@KatieStOresCFPChFCEA]

[10:33am PST] @SaintOres.com Thanks Scarlet, that's one of the nicest comments I've ever received. Makes me want to film another tax video this afternoon. (fyi - I hate being on film....) thanks again.

[@scarletp6971]

@@KatieStOresCFPChFCEA you're very welcome. I can't tell you don't like to be film 😉. I'll keep watching them for sure.

[@KatieStOresCFPChFCEA]

[4:25pm PST] @SaintOres.com Thanks... And if you ever have any ideas for videos you'd like to see, let me know. I'll be adding small business and stock market investing to the tax stuff. I think it all kind of goes together.

[@scarletp6971]

Have you made videos about how to schedule/report payments as small business for 1099? Since we just started our business I was trying to find what should I do with independent contractors payments? Such as, wait until the end of the year to add the payments for every single independent contractor and record as a whole sum at once? Or, to record every payment during the year on my bookeeping software? Does it matter if it is recorded as a whole sum one time payment? Or, several payments as services are provided? 🙂

[@KatieStOresCFPChFCEA]

[12:31pm PST] @SaintOres.com Hey Scarlet, If you paid an independent contractor $600 or more in a calendar year, you are responsible for sending the contractor a completed 1099-MISC (Copy B) by January 31 of the following calendar year. The correct way is to record every payment during the year in your bookkeeping software for each contractor.

[@jamescabrera3655]

Thank Katie for the video - very helpful and much appreciated!

[@KatieStOresCFPChFCEA]

[09:44am PST] @SaintOres.com Thanks James, Glad it was helpful!

[@drscrezhack8641]

Excellent job explaining the details!! ❤️👌🏽🥇

[@KatieStOresCFPChFCEA]

[11:49am PST] @SaintOres.com Thanks Doc, I'm glad it was helpful.

[@arturodoesitall808]

Great video. Thanks for all the detailed information.

[@KatieStOresCFPChFCEA]

[11:11am PST] @SaintOres.com Thanks... And I love your featured page at your KZbin channel: 'arturo does it all' Here's the link: kzbin.info/door/X3g5JIpeZb4b_pI6zFGiFQfeatured. Never seen anyone eat a burger on their featured page before.

[@rebecagg5086]

hello katie excellent videos even though i don't speak much english i managed to understand make videos with spanish subtitles you will win more success thanks

[@KatieStOresCFPChFCEA]

Thanks Rebeca, De nada.

[@cynthiacastillo7920]

it also has (OR EIN IF OWNER HAS ONE) for the TIN on the first page.

[@jessicabarrera7035]

Thank you so much. You explain every detail on this video.

[@KatieStOresCFPChFCEA]

[10:54am PST] @SaintOres.com Thanks Jessica, Glad it was helpful!

[@jjokur]

Fantastic Video and very informative. Thank you for this, Katie.

[@KatieStOresCFPChFCEA]

Thanks Jude.... I just saw your comment.

[@sheilajackson6758]

Thank you for this video! It helped me fill out the form.

[@KatieStOresCFPChFCEA]

[5:28pm PST] @TaxesbyKatie.com Thanks Sheila, Glad it helped!

[@ralphfrank1984]

Great video. Thank you. What would i put if i am working for a company asa free lance photographer? For Box 3, which am I Partnership or Individual proprietor?

[@KatieStOresCFPChFCEA]

[11:01am PST] @SaintOres.com Hey Ralph, For Box 3 you should mark Individual/sole proprietor since you are a freelancer.

[@esthert743]

This was GREAT and simple. Thank you :)

[@KatieStOresCFPChFCEA]

[9:32am PST] @SaintOres.com Thanks Esther, You're very welcome!

[@henrysalazar7612]

Katie, I greatly appreciate your video, god blessed you…

[@KatieStOresCFPChFCEA]

[10:31am PST] @SaintOres.com Thanks Henry, Glad it was helpful!

[@LloydMajor]

Thank you for the class!

[@KatieStOresCFPChFCEA]

Thanksf Lloyd, Glad you found it helpful.

[@LloydMajor]

@@KatieStOresCFPChFCEA Sure thing! Would you kindly tell me, what account number should go in number seven?

[@gerardomartinlammoglia9494]

Hi Katie, the information you provide is very clear and helpful. Question, how should I complete it if we are a three-member LLC but in SS4 are a disregarded entity? Thanks!

[@KatieStOresCFPChFCEA]

Hello Gerardo, Per IRS rules- A disregarded entity is ONE person. Three member LLCs will be a partnership or S corporation. Without knowing your exact situation, you will probably need to apply for a new EIN for a different type of entity.

[@op10004]

What if i dont own a bussines... what do i select on question 3?

[@KatieStOresCFPChFCEA]

[4:21pm PST] @SaintOres.com Hello Lobo, If you don't own a business, check the first box " Individual/sole proprietor or single- member LLC".

[@Naesman1167]

Thanks Katie. Awesome!!!

[@KatieStOresCFPChFCEA]

[11:21am PST] @SaintOres.com Thanks Jazz, I appreciate the "Awesome"

[@jeromecruz2588]

Thank you for your explanation. It was very helpful. I just wanted to clarify as I am an alien resident who recently arrived in the US. I have no job at the moment, but my spouse has. I received this W9 form, so if I am filling this up, I should follow your first instruction - sole proprietor? Even though I don't have work or business? Apologise for thr question these are all new to me. TIA.

[@KatieStOresCFPChFCEA]

Hello Jerome, A W-9 form is a tax form used in the United States to collect the taxpayer identification number (TIN) of a person or entity that is paying you. If you have no job and no business, then who is requesting you to complete W9?

[@jeromecruz2588]

@@KatieStOresCFPChFCEA form came from the bank where I recently opened an account when I first arrived here. In a separate letter, it seems that they wanted to certify the TIN.

[@KatieStOresCFPChFCEA]

I understand. So back to your original question, yes, individual - sole proprietor is correct.

[@jeromecruz2588]

@KatieStOresCFPChFCEA thank you for responding. Your videos are very helpful as sometimes these documents are overwhelming. 🙏

[@KatieStOresCFPChFCEA]

You're welcome. Yes, I agree. The government has lots of forms, and the more they try to make them easier, the more complicated they become.

[@andygodinez8237]

Awesome vid. Thank you! Very easy and simplified. Thank you

[@anastasiya5742]

Thanks for the video! Maybe in the next videos you show us how to fill form 7202) and who is eligible for applying this form

[@KatieStOresCFPChFCEA]

Thanks Anastasiya, I'll look into making that video.

[@ScalelordGaming]

Thank you very much this was really helpful. Need to fill out a w9 for My Merch Store, and wasn't sure what to fill out for line 2! Thanks so much :)

[@KatieStOresCFPChFCEA]

[11:06am PST] @SaintOres.com Hello Scalelord, Glad it was helpful! And good luck with the Merch...

[@nikicvetanov7513]

Greta video, Katie! What about the tax id if you are a single-member LLC owner who does not have SSN?

[@KatieStOresCFPChFCEA]

[10:29am PST] @TaxesbyKatie.com Добрый день Niki, I just don't have enough detail to give you a competent answer, but depending on your situation, you might need to complete Form W-8 instead of a Form W-9. If you have an ITIN you should be able to use it instead of an SSN.

[@adamev1104]

Thanks for the videos and the information ..💐

[@KatieStOresCFPChFCEA]

You're welcome Adam.

[@BlackMusicRecordProd]

Very helpful I want fill W9 form for my litle business I mean like I have a label Music I hook on individual single member llc , I need more help

[@KatieStOresCFPChFCEA]

[10:44am PST] @SaintOres.com Hello Record Producer, What do you need more help with?

[@hen1588]

Thank you very much, the video was very informative and concise.

[@KatieStOresCFPChFCEA]

[9:52am PST] @SaintOres.com Thanks Hen, Glad it was helpful!

[@soleburysoftware2201]

Excellent Explanation!

[@KatieStOresCFPChFCEA]

[3:23pm PST] @SaintOres.com Thanks Brian, Glad you think so!

[@LifeWithAlliDaily]

This was really good and thorough. I have a question about using my EIN.... I thought as a single LLC.. you can use that bc you don't want your SSN being given out to every person you interact with. When do I ever use the EIN?

[@KatieStOresCFPChFCEA]

[10:44am PST] @SaintOres.com Hello Alli, Per the IRS rule, If you are a sole proprietor and have an EIN, you may enter your SSN or EIN. But if you are a single-member LLC, then you enter your personal SSN or EIN. DO NOT enter the disregarded entity’s EIN.

[@LifeWithAlliDaily]

@@KatieStOresCFPChFCEA Wow, so the Disgregarded Entity is a seperate number? I thought that was just a term used to distinguish how I wanted the govt to see me. So you apply for a disregarded entity number and a EIN?

[@KatieStOresCFPChFCEA]

[1:05pm PST] @SaintOres.com Hey Alli, Your disregarded entity can have its own EIN number, and you personally can have an EIN. For example, if you started your business as a sole proprietor and you obtained EIN under your personal name. Then a few years later, got registered with your state as a single-member LLC (disregarded entity), you will need to obtain EIN for your LLC. So, you will have two different EINs. I hope this makes sense.

[@LifeWithAlliDaily]

@@KatieStOresCFPChFCEA 1. You are awesome for replying and I TOTALLY APPRECIATE YOU!! 2. I Registered my business last year as an LLC and immediately through the same application applied for an EIN through LegalZoom bc they say it's "highly" suggested. I then was asked by a hospital to make treats and they wanted this W-9.... I got it off of IRS gov and then, saw this bc I got confused. I ended up putting my SSN on it instead of my EIN. I honestly don't think I'm a disregarded bc I only did the one application. But I'm learning so much from you💜💜

[@LifeWithAlliDaily]

Oh... So my SMLLC I use my EIN at all times?

[@tc4525]

This is really helpful. Thank you very much.

[@KatieStOresCFPChFCEA]

[4:49pm PST] @SaintOres.com Thanks TC, Glad it was helpful!

[@mildredheslop7540]

I am filling out a W9, I own the business and have no employees, I am LLC but I am so what should I check in number 3a? I also have EIN number. Please clarify.

[@bobbysuniga8367]

Thank you very much. That was useful information.

[@KatieStOresCFPChFCEA]

Thanks Bobby, Glad it was helpful!

[@makihernandez8764]

Thank you for helpful and greatly explained video 🙏🏽

[@KatieStOresCFPChFCEA]

[3:48pm PST] @SaintOres.com Thanks Maki, Glad it was helpful!

[@faith12345y]

Great video.Thanks for sharing.

[@KatieStOresCFPChFCEA]

[3:18pm PST] @SaintOres.com Thanks Patricia, I appreciate the nice comment.

[@lilrexy6088]

Hi I got a job a month ago and they gave me this form. Idk what to do but they are paying me via direct deposit. Is this bad

[@KatieStOresCFPChFCEA]

No, it does not matter how they are paying you. Just fill out the W-4 and return it to your employer.

[@imora4033]

@@KatieStOresCFPChFCEA Hi, you meant W-9 form, not W-4? Thanks

[@KatieStOresCFPChFCEA]

Hello Imora, lilrexy was asking a question from the W-4 video and it ended up in the W-9 video.

[@imora4033]

@@KatieStOresCFPChFCEA Got it! Thank you! English is my fourth language so I was a bit confused 😁 Great video tho helped me a lot!

[@KatieStOresCFPChFCEA]

@@imora4033 No worries.... Talking about taxes confuses everyone even when English is their first language.

[@Brosas93]

Excellent video. Thank you.

[@KatieStOresCFPChFCEA]

Thanks for your "Excellent" comment. Glad the video was helpful!

[@mariannpap3625]

Hi Katie! Thank you for the video! I just got back the W-9 form from the person I’ll work with, what do I have to do with the form next?

[@KatieStOresCFPChFCEA]

[10:27am PST] @TaxesbyKatie.com Hello Mariann, Then you use that information from the completed W-9 to fill out a Form 1099.

[@tiptip6155]

Thank you very much your KZbin is very clear answer…I click like and subscribe for u now

[@KatieStOresCFPChFCEA]

[4:05pm PST] @SaintOres.com Thanks Tip Tip, I'm glad the video helped. And welcome aboard.

[@jho9132]

i'm a photographer and companies asks for this, thanks for the tutorial :) - jho

[@KatieStOresCFPChFCEA]

[10:51am PST] @SaintOres.com Thanks Jho, Glad it helped out.

[@vanetahowitt8468]

Thank you so much , I love your video and explanation I understand everything.

[@KatieStOresCFPChFCEA]

[3:01pm PST] @SaintOres.com Thanks Veneta, I appreciate the kind comment and I'm glad you 'LOVED' the video....

[@Teesocrafty]

Hi does the number for social have to be put in a certain way I keep getting one required field left but everything with an asterisk I’ve filled in

[@KatieStOresCFPChFCEA]

Hello Tee (from the world famous Tee's Boutique), Your SSN on Form W-9 should be entered in the following format: **XXX-XX-XXXX**.

[@Teesocrafty]

@@KatieStOresCFPChFCEA Thank you i was putting a space between them once i left the space out it finally took

[@KatieStOresCFPChFCEA]

You're welcome. The important thing is you got it done.

[@LloydMajor]

Dear Katie, after I filled out the "W9 TAX FORM", it failed to allow me to sign my name. Would you kindly tell me what I did wrong?

[@KatieStOresCFPChFCEA]

I don't see that often. Usually if you miss a step. You can always complete a paper version, sign it and give it to the party that requested it

[@LloydMajor]

@@KatieStOresCFPChFCEA Thank you Katie. I found out that i had to do exactly what you said meaning, print it out and sign. Thank you again.

[@KatieStOresCFPChFCEA]

You're welcome. The important thing is that you've got it done.

[@DontBeAJinx]

Sad that high school dont teach you this.

[@KatieStOresCFPChFCEA]

[10:13am PST] @SaintOres.com I agree. You have to get out into the real world to learn a lot of business stuff. But now we have University of KZbin.

[@Zyzlove]

Superb explanation!

[@KatieStOresCFPChFCEA]

Thanks Tenzin, for the superb comment.

[@danbaker8490]

Hi Katie! Thanks for making these fantastic videos :) quick question: Should I give my US clients a W-9 or W-8BEN? I'm a Non-resident alien (UK citizen & resident) and 100% owner of a Wyoming single-member LLC (disregarded entity). Thanks!

[@KatieStOresCFPChFCEA]

[11:18am PST] @SaintOres.com Hey Dan, A customer should request a W-8BEN from you. The form sometimes referred to as a "certificate of foreign status," establishes that the individual is both a foreign person and the owner of the business in question.

[@danbaker8490]

@@KatieStOresCFPChFCEA Thanks so much for taking the time to answer! :)

[@KatieStOresCFPChFCEA]

[9:22am PST] @SaintOres.com You're welcome....

[@hawkknight7616]

Thank you a lot Katie for your great explanation. I have a question about the part of signing which is often not deeply explained for the case of the US Multi-Member LLC owned by foreign individual owners (not US residents). Do one of these Member Managers have to sign it with his full legal name even if he is not a US Citizen nor Resident or we have to put the Legal name of the LLC as a signature (as it's considered a US Person) ?

[@KatieStOresCFPChFCEA]

[1:02pm PST] @SaintOres.com Hello Ghost, Sorry about sending you the response to Dave's comment. KZbin comments can be confusing. As for your question, I would advise you to contact an attorney that specializes in this field.

[@hawkknight7616]

@@KatieStOresCFPChFCEA No problem, Thank you 🙂

[@javieraleman8150]

Thanks for your help, but what about if this form is been requested for being an obligor? so that they can return money to you.

[@KatieStOresCFPChFCEA]

[1:16pm PST] @SaintOres.com Hello Javier, An obligor is a person or entity that legally owes money to another person or entity. Not sure why they will be returning money to you unless you overpaid.

[@sabahatmajid8310]

I do not have any kind of business. I work for a company and get paid. So what should I choose in 3. Sole proprietor? I am confused.

[@KatieStOresCFPChFCEA]

[4:25pm PST] @SaintOres.com Hello Sabahat, If you didn't receive a W-2 from the company you are doing the work for, then you are probably a sole- proprietor and should receive a form 1099-NEC.

[@helenkalab8719]

You are amazing you made my day🙏

[@KatieStOresCFPChFCEA]

[2:08pm PST] @SaintOres.com Thanks Helen, I like the 'amazing' part.

[@mialove6017]

Hello, what date should we put? The actual date you signed or the original date when the business started and first completed a W9?

[@VisionaryfromP.R.]

Why we can't use the ein as a single member llc if we already have it?

[@KatieStOresCFPChFCEA]

Hello JJ., Per the IRS instructions, and I quote, "If you are a single-member LLC that is disregarded as an entity separate from its owner, enter the owner’s SSN (or EIN, if the owner has one). Do not enter the disregarded entity’s EIN. If the LLC is classified as a corporation or partnership, enter the entity’s EIN."

[@AlexVincent-j9c]

@@KatieStOresCFPChFCEA Note that the form and instructions have changed since the Oct 2018 version used and quoted in your video and answers to viewers. The version being circulated by IRS is dated March 2024 and the sentence that says "Do not enter the disregarded entities EIN" has been removed has it not?

[@cherieantoinetteart7776]

What about the “other” option for a nonprofit organization

[@KatieStOresCFPChFCEA]

[1:16pm PST] @SaintOres.com Hello Cherie, You could check “other” and type “nonprofit corporation” in the provided line.

[@bayrenevilla]

Can you explain why we wouldn't use our EIN for our SMLLC when filing the W9? I would imagine majority owners have a business bank account which would mean they have an EIN laying around. Shouldn't we use it on this form?

[@bayrenevilla]

Appreciate the video by the way

[@KatieStOresCFPChFCEA]

Hi Rene, according to the W-9 instructions, if you are a single-member LLC that is not considered a separate entity from its owner, you should use the owner's SSN (or EIN if they have one) instead of the entity's EIN. Therefore, you can use your EIN, but not the entity's EIN. I hope this helps.

[@mattharmstrong2519]

Thank you very informational 🙌🏾

[@KatieStOresCFPChFCEA]

Hello Matth, Your welcome and I'm glad it was helpful!

[@mokassem1311]

My business is not established yet but I opened an LLC - Sole member and I was given EIN when I filled LLC. In the mean I have separate/different job. My question which box I should select. Also in line 1 what should put the entity or my name because a company is asking to put the entity name with LLC. You support much appreciated. Thank you.

[@KatieStOresCFPChFCEA]

[11:04am PST] @SaintOres.com Hello Mo, You should check the very first box "Individual/Sole Prop or Single -Member LLC". You can input your business name in the Box 2. Since you are a single-member LLC (disregarded entity), enter the OWNER'S SSN (or OWNER'S EIN, if you have one). Do NOT enter the DISREGARDED ENTITY's EIN. EXAMPLE, Jon Doe has SSN and EIN. Jon Doe has disregarded an entity called Green House (Green House has its EIN). So, on the form, Jon Doe will provide his SSN or EIN, NOT Green Houses' EIN, because Green House is a disregarded entity.

[@kylamarizgloria380]

Hi, your video is helpful! I am a little bit confused on the second line, the business name, I work for Cross Country Healthcare agency, should I put their name on line 2? Thank you for your answer in advance.

[@KatieStOresCFPChFCEA]

[4:09pm PST] @SaintOres.com Hello Kyla, If you are working as a contractor for Cross Country Healthcare, you complete W-9 as an individual and will omit the section with the business name.

[@bigh9884]

Question: I have a tenant who lost his job and isn't able to pay his rent. My tenant has signed up for the "Renters assistance program ".Do I have to fill out a W9 on my behalf in order for him to get approved?

[@KatieStOresCFPChFCEA]

[12:51pm PST] @SaintOres.com Hey Big, You have to contact the customer service staff of that "renter's assistance program" and verify it with them since it is state and program specific.

[@jsmith4430]

Great video..Can you use 1099C for student loan??

[@selmaracha7606]

Thank you so much you cleared a lot for me 😍😍

[@KatieStOresCFPChFCEA]

Thanks Selma, and you’re welcome 😊

[@purple1cole]

Thank you so much , very informative

[@KatieStOresCFPChFCEA]

Thanks Jason, You are welcome!

[@rhanty304]

Hi, I wanted to ask if H1B visa holders are cosidered US citizens or US resident? I have only been here for 2 months.

[@KatieStOresCFPChFCEA]

Hello Rhanty, Welcome to the US. No, H-1B visa holders are not considered US citizens or US residents. They are temporary non-immigrant workers who are allowed to stay in the United States for a specific period of time to work in a specialty occupation that requires a bachelor's degree or higher. H-1B visa holders are subject to certain restrictions, such as the requirement to maintain their status by continuing to work for the sponsoring employer and the requirement to leave the United States if their status expires. H, H-1B visa holders may be able to apply for a green card, which would grant them lawful permanent residence in the United States. There are a number of ways to apply for a green card, such as through employment, family sponsorship, or the diversity lottery. Hope this helps.

[@polovtsian7]

Hi, thanks for this helpful video. What about those who has a single member LLC but don't have a SSN? They should be writing EIN in part1, am I right?

[@KatieStOresCFPChFCEA]

Hello Fatih, A single-member LLC with no SSN should not write an EIN in Part I of Form W-9. Instead, they should write "SSN Not Applicable" or "TIN Not Applicable".The IRS considers a single-member LLC a disregarded entity for federal tax purposes. This means that the LLC is not a separate taxable entity from its owner. As a result, the owner's SSN is used for all tax reporting purposes, including Form W-9.

[@surfacegrindingmachine5894]

Thank you very much for your help!!

[@KatieStOresCFPChFCEA]

[1:59 pm PST] @SaintOres.com Thanks tool & die guy, Glad it helped!

[@skwerl81]

Thank you so much for this! If I'm an LLC taxed as an s-corp, should I automatically include the exemption code for 'corporation'?

[@KatieStOresCFPChFCEA]

[4:23pm PST] @TaxesbyKatie.com Hey Annette, You are an LLC taxed as an S-Corp, and an S-Corp is a pass-through entity. Backup withholding exemption doesn't apply to you. This is for Corporation (C- Type).

[@skwerl81]

@@KatieStOresCFPChFCEA ah, that makes sense - thank you SO much for your reply! ☺

[@KatieStOresCFPChFCEA]

[4:35pm PST] @SaintOres.com You're welcome....

[@jonikfirst9760]

I see that you are replying to comments. Would you tell me which box I need to choose for my father if he is just a truck driver who work with a company?

[@KatieStOresCFPChFCEA]

[10:59am PST] @TaxesbyKatie.com Hello Jonik, I don't have enough information to answer your question accurately.

[@Misha_How_To]

Thank you for the video. I would use my SS# for my LLC?

[@KatieStOresCFPChFCEA]

Yes Misha, for a single member llc, use your SS#

[@pattiobrien-richardson1881]

@@KatieStOresCFPChFCEA why is that? I do not understand.

[@muffpaid6955]

@@pattiobrien-richardson1881 fill out a 2553 form then put S Corp on your w9. With S corp u must use ein

[@alwayshardwork3]

Hi, This is all new to me so when filling out the w9 form are independent contractors classified as individual/sole proprietor or single-member LLC on line #3? Thanks

[@KatieStOresCFPChFCEA]

[4:05pm PST] @SaintOres.com Hello Always hard worker, An independent contractor most commonly will be classified as an individual/sole proprietor or single-member LLC. However, an independent contractor could also be a corporation.

[@alwayshardwork3]

Thank you so much, I just started dashing and uber eats so I was confused. Bless you 🙏🏽

[@KatieStOresCFPChFCEA]

[4:25pm PST] @SaintOres.com You're welcome. Good luck with the dashing...

[@alwayshardwork3]

@@KatieStOresCFPChFCEA Thank you I need it 😆

[@XBlaqKrowX]

Question that I'm lost in, I'm going to be hired by a registry for X-ray technician to work as an independent contractor for them. Which would I mark in box 3?

[@KatieStOresCFPChFCEA]

Hello Bryan, You will need to check the Individual/Sole proprietor in box 3 of the W-9 form.

[@XBlaqKrowX]

@@KatieStOresCFPChFCEA thank you so much for the reply, life saver!

[@KatieStOresCFPChFCEA]

You're welcome....

[@janettewertish7316]

what goes in box 3 under other, please explain this one

[@KatieStOresCFPChFCEA]

[10:59am PST] @TaxesbyKatie.com Hello Janette, Per instructions for Other Entities "Enter your name as shown on required U.S. federal tax documents on line 1. This name should match the name shown on the charter or other legal document creating the entity. You may enter any business, trade, or DBA name on line 2. "

[@nakeithak2476]

Thank you so much for this video

[@KatieStOresCFPChFCEA]

[11:34am PST] @SaintOres.com Thanks NaKeitha, You are so welcome!

[@Alexandra-mi3nn]

Hello, question. If I have an a sole prop/single member LLc but have a EIN for the business. Which do I use my social or the EIN?

[@KatieStOresCFPChFCEA]

[10:24am PST] @SaintOres.com Hey Alexandra, Per IRS rule, If you are a single-member LLC that is disregarded as an entity, enter the owner’s SSN (or EIN, if the owner has one). Do NOT enter the disregarded entity’s EIN. Hence, enter your SSN.

[@dr2cool4u]

Great Video thanks for sharing. I have LLC with 2 members. Can I leave Line 1 blank? I'm going to put business name on line 2 and I'm going to select LLC P on line 3, and EIN # in Part 1.

[@KatieStOresCFPChFCEA]

Hi Alaa, No, you Can't leave Line 1 blank. Enter the legal name of your LLC on Line 1. Enter the LLC's DBA name on Line 2 (optional). Check the box for "LLC treated as a partnership" on Line 3 and enter "P" in the space provided. Enter your LLC's EIN in Part 1.

[@ontheplanetofculturewithsh5899]

Hi Katie. Do you know by chance when the EIDL Advance Grant will come out? Will you explain to us how to fill out an application for it?

[@KatieStOresCFPChFCEA]

Hey Shanna, I'll look into it tomorrow and do a video on the application when/if available. I'm also going to do a video soon on how these loans will affect your tax return. Could be a lot of confusion this year. Have a great rest of your day.

[@ontheplanetofculturewithsh5899]

@@KatieStOresCFPChFCEA Thank you very much! I don’t know what we would do without you:) You should’ve been a teacher. I just love the way you explain things.

[@tiptip6155]

Thanks!

[@KatieStOresCFPChFCEA]

[4:15pm PST] @SaintOres.com Your cash infusion will be put toward my next video. Or maybe toward a slice of pie at the new restaurant that opened here next to the office. Either way, thank you.

[@AlejandroDiaz-ll5eq]

What if you’re single member LLC with an EIN and they request EIN, not the SS#

[@KatieStOresCFPChFCEA]

[2:30pm PST] @SaintOres.com Hello Alejandro, Per IRS instructions for form W-9. If you are a single-member LLC that is disregarded as an entity separate from its owner, enter the owner’s SSN (or EIN, if the owner has one). Do not enter the disregarded entity’s EIN.