FREE Contractor W-9 Request Letter + 1099 Year-End Checklist (PDF + Word)

Free for contractors: a ready-to-send W-9 Request Letter and a one-page 1099 Year-End Checklist, so you can collect W-9s from your subs now instead of chasing them in January.

What's inside:

• W-9 Request Letter (fillable PDF): send it to every sub or service vendor before you pay them

• Editable Word version of the letter: add your logo and contact info

• One-page 1099 Year-End Checklist (PDF): November, December and January steps, plus the key 2026 numbers

• Bonus page: the full Contractor Year-End Tax & 1099 Prep Kit and the Everything Bundle

Updated for the new rules: 1099-NEC is required for $2,000 or more paid to one payee for services in 2026 (it was $600 for 2025 and earlier payments). For 2026 payments, 1099-NECs are due Feb 1, 2027, because Jan 31 falls on a Sunday.

It's 100% free. Just enter your email to download. You'll also get occasional tips and new forms for contractors from Jobsite Forms Company by email. Unsubscribe anytime.

Want the whole system? The Contractor Year-End Tax & 1099 Prep Kit ($12.99) adds an Excel / Google Sheets workbook with a 1099 and W-9 tracker, a sub payment log, expense and mileage logs, a CPA Handoff Checklist, and W-9 reminder letters.

FORMAT

• Fillable, printable PDFs (US Letter 8.5 x 11 in)

• Editable Word (.docx) letter, works in Microsoft Word and Google Docs

• One ZIP file, instant download

PLEASE NOTE

Organizing tool, not tax advice. Based on IRS guidance as of October 2026. Tax rules, thresholds and deadlines change, and state rules vary. Check with your tax pro (CPA, enrolled agent or tax preparer) before you file anything.

Designed with AI assistance