W-9 Requirements (Who do we need a W-9 from?)

WHY

This is often a misunderstood requirement. Understanding all the information below should equip you with what you need to understand what the W-9 requirements are.

If a business pays an individual or company for a service for their business, they need to obtain a W-9.

Please note that the dollar amount paid out to the contractor does not matter. Before any business transaction is done (ie, payment), you should obtain a W-9 on file.

W-9 Required

Rent

Contracted Services

Education Related

Legal or Professional Fees

W-9 Not Required

Third-Party Rental Companies

Location Paid paid to the Government or a State

Online Courses for Education

Related knowledge:

BLOG: What is the 1099 Form BLOG: Independent Contractors 101 BLOG: 1099-NEC (New in 2020) BLOG: Paying Contractors this way to relieve yourself of 1099 Responsibility IRS: Independent Contractor Defined By the IRS

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