How to Fill Out a W-9 as an LLC

by Kim Scott; Updated September 26, 2017
A W-9 is a basic tax form that is completed for many types of non-employee income.

A W-9 is used for several financial reporting purposes including non-employee income, mortgage interest income, and the cancellation of debt. Filling out the form can be relatively simple. It is similar to completing a W-4, but it can become a bit tricky when you are completing it as a member of, or for, an LLC. Making sure you use the correct information will prevent any issues from arising with the IRS.

Items you will need

  • Form W-9
  • Business name, if any
  • Type of LLC
  • LLC owner’s Taxpayer ID Number (Social Security Number or Employer ID Number) or LLC EIN

If You Are a Single Member LLC and Considered the Same Entity

Step 1
An LLC can be a business owned by one person.

Enter your name on the “Name” line. Be sure it is written exactly as it shown on your tax return. Typically this should match your social security card.

Step 2

Enter your business name on the second line, “Business Name.” It must match your records exactly.

Step 3

Check the box next to “Limited Liability Company.”

Step 4

Enter “D” for disregarded entity on the tax classification line.

Step 5

Enter your address, city, state and zip code.

Step 6

Enter your social security number or your Employer ID Number, if you have one. Do not enter the EIN number associated with the disregarded entity. The number used must belong only to the name on the first line.

Step 7

Sign and date the W-9 and submit it to the requester.

If the LLC is a Corporation or Partnership

Step 1
An LLC could be a partnership or corporation.

Enter the name of the LLC on the first line, “Name”. Be sure it matches tax documents exactly.

Step 2

If the LLC has a secondary business name, enter it on the second line, “Business Name.” This can be entered as just a name or as DBA (doing business as) and then the business name.

Step 3

Check the box next to “Limited Liability Company.”

Step 4

Write a “C” for corporation or “P” for partnership on the tax classification line.

Step 5

Enter the business address, city, state and zip code.

Step 6

Enter the LLC’s Employer ID Number. Do not enter your social security number; the number must belong only to the name on the first line.

Step 7

Sign and date the W-9 and submit it to the requester.

Tips

  • Keep completed copies of this form in your files if you will be doing business with another requester. This will prevent you from having to fill it out fresh every time.

About the Author

Kim Scott has been writing professionally and personally for over 10 years. She holds a degree in graphic design and printing management from Pittsburg (KS) State University and has graduate level-education in Early Childhood Education.

Photo Credits

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