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Not sure when to send a W9 form? This video breaks it down for you! When hiring an independent contractor or working with a vendor, having them fill out a W9 form is essential. It helps you determine their business structure—whether they’re an LLC, S Corp, C Corp, or sole proprietor—and lets you know if a 1099 form is required.

Understanding these forms is key to staying organized and compliant, especially when preparing for tax season.

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