How to fill out your W-9 form. Line 1 - Name: This line should match the name on your income tax return. This the legal name of your as an individual or as a company. Line 2 - Business name: This line is optional and would include your business name, trade name, DBA name, or disregarded entity name if you have any of these. Box 1: Enter your name as shown on your latest federal income tax return. Box 2: Enter your business name if it's different than Box 1. Box 3: Check the box that points out your tax classification. You'll have the option to check either one of the following. Box 4: Certain entities are eligible to claim exemptions. Section one of the W-9 is where you will need to fill in your name, and address. For box 1, type or write your full name. For box 2, type or write your business's name (if you have one). If not, leave it blank. For box 3, check the box that describes you or the legal status of your business. Instructions for the Requestor of Form W-9, Request for Taxpayer Identification Number and Certification. Application for Reduced Rate of Withholding on Whistleblower Award Payment. Tax Exempt Bonds Voluntary Closing Agreement Program Request. The Health Coverage Tax Credit (HCTC) Reimbursement Request. Form W-9 is one of the easiest IRS forms to complete, but if tax forms make you nervous, don't worry. We'll walk you through the proper way to complete it. Step 1: Enter your name as shown on The following are instructions for filling out the specific parts on the W-9 form. Name: Provide the nonprofit corporation's name as it is shown on its nonprofit tax forms and articles of incorporation. Business Name/Disregarded Entity Name: If your nonprofit does business under a trade name or "dba" that is different from the name listed Form W-9 (Rev. 12-2014) Page . 2 Note. If you are a U.S. person and a requester gives you a form other than Form W-9 to request your TIN, you must use the requester's form if it is substantially similar to this Form W-9. Definition of a U.S. person. For federal tax purposes, you are considered a U.S. person if you are: Form W-9. Request for Taxpayer Identification Number and Certification. 2014. Inst W-9. Instructions for the Requestor of Form W-9, Request for Taxpayer Identification Number and Certification. 2014. Form W-9. Request for Taxpayer Identification Number and Certification. 2013. Filling out a W-9 for LLC is a critical part of filing your limited liability company's taxes correctly. This form is used to report mortgage interest income, non-employee income, and debt cancellation to the IRS. Although this form is fairly simple, completing it for an LLC can be challenging. Doing so correctly can prevent tax issues from W-9 Form: A W-9 form is an Internal Revenue Service ( IRS ) form, also known as a Request for Taxpayer Identification Number and Certification form, which is used to confirm a person's taxpayer November 25, 2016. Form W-9. Here is the IRS definition of a disregarded entity from the "Specific Instructions" section of Form W-9: Disregarded entity. For U.S. federal tax purposes, an entity that is disregarded as an entity separate from its owner is treated as a "disregarded entity.". See Regulations section 301.7701-2 (c) (2) (iii). The form, officially called Form W-9, Request for Taxpayer Identification Number and Certification, is typically used when a person or entity is required to report certain types of income. The form helps businesses obtain important information from payees to pr