Tax refund - What is a 1042-s form used for?
A 1042-S is a US tax withholding form issued to non-residents of the US who have reportable income. The amounts on the form are reported...
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Certifying Acceptance Agent
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ITIN NEWS BLOG
News & Tips from an ITIN Acceptance Agent
- Oct 21, 2022
The clock is ticking - Last date to claim a US tax refund
If you have have had US tax held and have not yet claimed back the tax, you cannot postpone indefinitely. The IRS gives you 3 years from...
- Jul 1, 2022
US Personal Tax Accountants for Form 1040NR
Have you had US tax held and need to obtain a tax refund from the IRS? Did you receive a US tax withholding document, showing the gross...
- Jun 1, 2022
My US broker held tax - Reclaim for US taxes charged on a single sale of US shares
If you have a US brokerage account and are a non resident of the US, you will need to ensure you have a valid W-8BEN in place. If none is...
- Apr 28, 2022
US IRA tax held and US 401k tax held
If you previously worked in the US and had an Individual Retirement Account (IRA) or an employer 401(k) or equivalent employer plan, and...
- Apr 6, 2022
W-8BEN - UK/US Tax Treaty
To stop double taxation with the US, the UK and US have a tax treaty in place. You will need to complete a W-8BEN for a UK/US Tax Treaty...
- Feb 17, 2022
2022 - Filing a 1040NR for 2021 as a Non Resident Alien
If you have a tax filing requirement or are wanting to claim a refund for 2021 for US tax paid, you should be aware of the filing...
- Feb 8, 2022
Open a US Bank Account for US customer receipts
If you are based outside the US and have US clients or have US money coming to you, you may require a USD bank account to receive...
- Feb 1, 2022
My W-8BEN expired and US tax has been held on my Tesla share sale
I recently sold my Tesla shares, but realized afterwards that my W-8BEN was expired. In accordance with Internal Revenue Service...
- Aug 19, 2021
Claim back US withholding tax
If you are a non resident of the US and have had US withholding tax withheld on US source income you more than likely will be able to...
- Jun 11, 2021
ITIN for US pension
Did you work in the US or for a US employer at an overseas office? Have you inherited a US pension from the US from a deceased US...
- May 3, 2021
ITINs and Inheriting money from a US estate
Are you the beneficiary of a US persons retirement account / pension (i.e. a 401(k) or IRA)? If so, the US payor (e.g. Goldman Sachs /...
- Oct 9, 2020
ITIN as beneficiary of US Estate
Are you the beneficiary of a US Estate? If you have a US family member or friend pass away and leave you an inheritance and you are a non...
- Oct 1, 2020
Can I claim back tax paid in the US?
If you have had US tax withheld in the US at the flat 30% non resident rate, there are many circumstances whereby you can claim back most...
- Aug 27, 2020
Athlete and Performers needing an ITIN from the UK to file a 1040NR
If you are an athlete or performer who has visited the US to perform/participate in events, you may have had 30% tax withheld at source...
- May 19, 2020
30% withholding tax on US dividends
30% withholding tax on US dividends. And how to file a non resident US tax return.
- Apr 20, 2020
1040NR US Tax Return - claim US tax back in the UK
reclaim overpaid US tax by filing a 1040NR US tax return
- Mar 14, 2020
I am a UK taxpayer - how do I complete a W-8BEN?
What is a W-8BEN? A W-8BEN is a certificate that is held on file by the payor of US income. It is used to prove to the IRS that they...
- Mar 7, 2020
Do I need an ITIN for filing an NR US return?
I am filing a 1040NR do I need an ITIN? Yes - all US tax return filings require a TIN. For US citizens, residents or green card holders...
- Feb 26, 2020
1040NR - 1042-S and 1099-DIV US share sale
1040NR - 1042-S and 1099-DIV US share sale - are you trying to reclaim overpaid US tax? 30% tax withheld on a 1042-S or 1099?
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