Fill out the W-9 tax form (for US taxpayers)

Medium works with Tipalti to collect taxpayer information through the taxpayer information form. This article covers the W-9 form, which applies to US taxpayers.

If you are a nonresident alien, you will need to submit a W-8 form instead. See Fill out the W-8BEN and W-8BEN-E tax form for instructions.

Filling out the form

Section 1 — Address

Enter your details as they appear on your bank records.

1. Type — Select Individual or Company based on your bank account. The field defaults to Company — change it to Individual if you are filing as an individual.
2. Email address — Does not need to match the email address on your Medium account.
3. First / Middle / Last name — Must match the name on your income tax return. Does not need to match the name on your Medium account.
4. Address — Include the building number and street name (e.g., "42 Wallaby Way"). P.O. Boxes are not allowed.
5. Address 2 — Include the apartment, suite, unit, building, or floor number.

Section 2 — Select your tax form

If you are a US citizen or otherwise qualify under the IRS's W-9 instructions, select W-9.

If you are not a US taxpayer, click Start the tax form questionnaire to be guided to the correct W-8 form. See Fill out the W-8BEN and W-8BEN-E tax form for further guidance.

Section 3 — W-9

Enter your details as they appear on your income tax return.

1. Name — Enter your legally given name as shown on your income tax return. Must match the name entered in Section 1.
2. Business name / Disregarded entity name — Leave blank unless you have a business name, trade name, or disregarded entity name.
3. Check appropriate box — Select Individual. Refer to the W-9 form for guidance on other entity types.
4. Exemptions — If applicable, refer to the exemption codes on pages 3–4 of the W-9 form.
5. Address — Include the building number and street name. Address 2 should include the apartment, suite, unit, building, or floor number. This address must match your income tax return, but does not need to match the address entered in Section 1.
6. Tax identification number (TIN) — For individuals, this is your Social Security Number (SSN). For an overview of all valid TINs, see the IRS's W-9 instructions.
7. Contact email — Does not need to match the email address on your Medium account, but must match the email entered in Section 1.

If you used autofill and encountered errors, try entering all fields manually.