Can't add date in a "fill and sign" W-9 document. How do I do this?

Explorer ,
Nov 21, 2019 Nov 21, 2019

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Yes, I looked in the previous questions and there is no workaround provided even though Adobe marked the question as answered.

I need to fill out the W-9 and the date section is not fillable. When I sign all it adds is my signature without a date and there does not seem to be any "Type" tool that will allow me to add a date to the date section. So how do I get a date on there?

This is ridiculous. Ive now spent 30 minutes trying to add a date to the damn form supplied by the IRS. WHY? WHY? WHY?

Can someone at least suggest some other software that will allow me to fill, sign and DATE the forms supplied by IRS?

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Security digital signatures and esignatures

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correct answers 1 Correct answer

Adobe Community Professional , Nov 21, 2019 Nov 21, 2019

Hello mayflyaway,

 

I just wanted to acknowledge your frustration but at the same time I want to let you know that you can achieve adding date and signature in  just a few seconds with Adobe Acrobat Reader DC.

 

Also Adobe Acrobat Reader DC is free and doesn't require a subscription nor a free trial like Hellosign.

 

 To cut to the chase, I would like to take this opportunity to answer your three WHY's by illustrating to you how easy it's done:

 

  • First off, the W-9 PDF form provided by the IRS was creat
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Explorer ,
Nov 21, 2019 Nov 21, 2019

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Y'all I found a solution! I looked around for alternatives and found a bunch of things you have to pay for, so then I found Hellosign! You can sign and date docs for free - it literally took me minutes and now I have my form filled and signed! No more wasting time with Adobe Reader trying to fill out, sign and DATE IRS forms.

This will probably get deleted since it mentions a real solution that has nothing to do with Adobe since Adobe doesnt actually provide a real solution. 

Trust me I use a lot of adobe products and would be thrilled if they actually provided a solution to this, but since they don't, the only solution is to use something other than Adobe Reader for filling, signing and dating forms.

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Adobe Community Professional ,
Nov 21, 2019 Nov 21, 2019

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Hello mayflyaway,

 

I just wanted to acknowledge your frustration but at the same time I want to let you know that you can achieve adding date and signature in  just a few seconds with Adobe Acrobat Reader DC.

 

Also Adobe Acrobat Reader DC is free and doesn't require a subscription nor a free trial like Hellosign.

 

 To cut to the chase, I would like to take this opportunity to answer your three WHY's by illustrating to you how easy it's done:

 

  • First off, the W-9 PDF form provided by the IRS was created using LiveCycle, not Acrobat Pro DC. The fact that the signature and date fields are missing is a flaw when the creator of the form designed it,  therefore not a lack of a feature in the Adobe Reader product. To check what was used to  create the PDF form with, right-click on any area of the page you're viewing on the screen to open the Properties context Menu. Then select "Document Properties". It will open a dialogue box like shown in the slide below:

 

sign0.png

 

See 

 

 

  • Second, you forgot to look at the main toolbar. If you hover the mouse pointer for a few seconds  over the icons in a toolbar a tooltip in the form of a yellow banner will pop-up providing you with a brief description of what that tool can do. So to sign the document all you have to do is click on the Sign Tool as shown below:

 

 

sign1.png

 

  • Then click on "Add Signature" and in the next slide it shows the signature field blank that will open for you to type in your name, middle initial, last name if desired. TIP: You don't need to use "Add Initials" .

 

sign2.png

 

 

sign3.png

 

 

  • Once you type in your name and click "Apply" and that window will close; a floating textbox with your signature will appear next. And  all you have to do is drag the floating textfield to position it where you need it to be in that form

 

  • Third and last point in my reply to you: To type in the date all you have to do is just repeat the step above; the name that you use for signing will appear listed this time when you click again on the Sign Tool. To delete it click on the minus sign that is next to it;  you will be able to add another signature field then, except that in this case, all you will be using the signature field for is to actually type a date in whatever format is more convenient for you OR as instructed by the W-9 IRS form. After that you will be good to go to save and print your W-9 IRS form.

 

sign4.png

 

 

Thank you.

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Adobe Employee ,
Nov 22, 2019 Nov 22, 2019

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Hey ls_rbls,

 

That's an awesome workaround. The way you have complied the response would be easier for other user to understand. 

 

Thanks for taking out time and sharing your findings. 

 

Thanks,

Akanchha 

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Adobe Community Professional ,
Nov 22, 2019 Nov 22, 2019

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Yes, my pleasure. I am glad that it helps.

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New Here ,
Oct 05, 2020 Oct 05, 2020

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I think it is a poor work-around.

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Adobe Community Professional ,
Oct 05, 2020 Oct 05, 2020

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The form is locked by the producing software. This is the only workaround to be able to insert a date using the Fill & Sign tool method. Otherwise the form has to be flattened and recreated from scratch.

 

Do you know of another way to work around this?

 

Here's the original download link from the Internal Revenue Service: https://www.irs.gov/pub/irs-pdf/fw9.pdf

 

If you  notice the signature and date blocks were left blank by the producer of the form. I am assuming that they took into account that not everyone has PDF editing software, so a tool like  Fill & Sign is the only thing that works here.

 

That being the case how would you work around this? 

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New Here ,
Feb 19, 2021 Feb 19, 2021

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Bro you absolutely crushed this. Thank you!

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New Here ,
Mar 31, 2021 Mar 31, 2021

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Hi Akanchha. I was actually already using this workaround when I decided to try to find a better solution. It is truly sad to find that Adobe doesn't have a better solution than this. It is almost faster to type everything using text boxes in Photoshop which I have also done but creates a much bigger file. Unfortunately both softwares are overencombered and take longer to boot up than it does to open a website like HelloSign.

 

Honestly it makes a lot of sense to just add a "Date Stamp" tool that automatically applies either the current or a custom date within the Fill&Sign software. All other w9 info is the same for me and the only thing unique about the w9's I send is the date. So in reality this workaround is the only amount of work one has to do which is also why this seemingly small problem is such a big problem.

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New Here ,
Feb 08, 2021 Feb 08, 2021

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This is an awful work-around. I get the *purpose* of locking fields, but I *hate* this work-around. I need two signatures to do my job and deleting one to be able to write a date is awful.

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New Here ,
Mar 18, 2021 Mar 18, 2021

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All you have to do is replace the date with your signature the next time you need it. It's a small inconvenience to solve a knotty --- and inexcusable --- hangup. What good is a signature on a W-9 without the date? Why would Adobe do something as mean-spirited as allow you to sign but not date a key tax document?

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New Here ,
Mar 18, 2021 Mar 18, 2021

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This is a fantastic workaround. Your ingenuity deserves the acclaim of millions.

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Community Beginner ,
Jul 21, 2021 Jul 21, 2021

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This doesn't work if you have an image-based signature (i.e. your actual signature). In that case, there is no editable text for the signature. So, if you actually use your real signature, as I do, there seems to be no way to add a signature date to this form at all. The fact that this is still an issue, several years later, tells me the IRS doesn't much care about fixing this either.

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New Here ,
Jul 22, 2021 Jul 22, 2021

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If you print the file "Microsoft Print to PDF" then save, it creates an editable version of the form. This allows you to use your previously saved signature block and also insert a text field for the date. It wipes the IRS original parameters and allows edits. Do not print to "Adobe PDF" this will retain the IRS protections and the print will fail.

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New Here ,
Oct 28, 2021 Oct 28, 2021

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I used my digital signature and followed the workaround to add the date. My real signature is saved as one of the digital files for my Adobe account. 

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Community Beginner ,
Mar 31, 2022 Mar 31, 2022

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you can use the initials option to type out the date. Super lame, but it works

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New Here ,
Nov 16, 2021 Nov 16, 2021

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Great workaround, didn't occur to me to just create the date with the signature tool. THANK YOU!

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Adobe Community Professional ,
Nov 17, 2021 Nov 17, 2021

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You're welcome, happy to know it helped.

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New Here ,
Jan 20, 2022 Jan 20, 2022

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The solution suggested does not work, because the form does not allow typing in a signature.

Now what?

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New Here ,
Feb 11, 2022 Feb 11, 2022

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Wow! Awesome workaround that worked for me. Thank you so much @ls_rbls 

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Adobe Community Professional ,
Feb 11, 2022 Feb 11, 2022

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You're welcome. Happy to read that it helped.

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New Here ,
Feb 12, 2022 Feb 12, 2022

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So, we're upset at Adobe because the form is created outside of Adobe, with an error, that is locked. And the guy with the workaround did a horrible job. Got it. Thanks... Just making sure I'm on the right wagon. 

 

Thank you for this @ls_rbls. I needed it. 

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Adobe Community Professional ,
Feb 14, 2022 Feb 14, 2022

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You're welcome.

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New Here ,
Mar 16, 2022 Mar 16, 2022

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Thank you @ls_rbls !! saved me today.

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Adobe Community Professional ,
Mar 18, 2022 Mar 18, 2022

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You're welcome.

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