Apr 28, 2022US IRA tax held and US 401k tax heldIf you previously worked in the US and had an Individual Retirement Account (IRA) or an employer 401(k) or equivalent employer plan, and...
Feb 8, 2022Open a US Bank Account for US customer receiptsIf 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...
Jan 14, 2022ITIN for a beneficiary of a US Estate or TrustWhere a US person has passed away and the beneficiary is a non resident of the US (and not a US person for tax purposes), the attorneys,...
May 3, 2021ITINs and Inheriting money from a US estateAre 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, 2020ITIN as beneficiary of US EstateAre 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...
Feb 26, 20201040NR - 1042-S and 1099-DIV US share sale1040NR - 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?
Nov 8, 2019Claim Back Overpaid US Tax - 30% US tax withholdingClaim Back Overpaid US Tax - 30% US tax withholding Where US source income is concerned, you'll find US payors are being increasingly...
Nov 1, 2018Case Study: ITIN for a US PensionITIN for a US pension - we assist clients regularly who have a US pension or have inherited a US pension from a spouse or family member....