Is There a New Form W-9 for 2023?
No. Form W-9 for 2023 is the same version that the IRS has been using since October 2018. It’s an evergreen form that stays mostly the same from year to year, with the IRS occasionally releasing minor changes.
Why Use the 2023 W-9 Form in 2026
You can use the 2023 W-9 form to request the following information from someone you paid in 2023:
- Name and address
- Exemptions (if any apply)
- Taxpayer identification number (TIN)
- Federal tax classification
- Certification that they’re not subject to backup withholding
Once the payee completes it, they’ll return it to you. Then, you can use their information to provide the relevant information returns, like a 2023 1099-MISC or a 1099-NEC.
Because the information returns for tax year 2023 are due in 2024, you can face up to a $310 (filed after August 1, 2024, or not filed at all) or a $630 (for intentional disregard) penalty for failing to provide them. Use a 2023 W-9 form to get the information you need to submit the relevant information returns.
Blank Fillable W-9 Form 2023
You can distribute Legal Templates’s blank W-9 form for 2023 to collect tax details from self-employed individuals who worked for your business that year. Download a final copy as a PDF document for storage in your records.
Which W-9 Form Should I Use?
Some payers prefer to collect completed 2023 W-9 forms for organizational and recordkeeping purposes. However, the IRS recommends always using the most updated W-9 form version available, regardless of the relevant tax year.
