I recently sold my Tesla shares, but realized afterwards that my W-8BEN was expired. In accordance with Internal Revenue Service regulations, my broker (Computershare) withheld taxes on payments at the applicable rate of 24% on uncertified accounts. How can I claim this US tax back from the share sale? If the sale of shares occurred in 2021 or earlier, you will only be able to claim back the US tax withheld by filing a 1040NR US tax return. You have 3 years from the due date

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 relative? If the answer is yes, you may need an ITIN for US pension distribution purposes. If you have never had a Social Security Number (SSN) in the past (which is valid for life) or are not eligible for one by virtue of US residency (visa related), you will be required to obtain an ITIN before you can receive funds from the pension provider. Thi

If you have an accountant prepared US tax return that requires an ITIN for filing purposes, Just Breve can assist with your Form W-7 application. Not all US accountants are certified acceptance agents (CAA) for the purposes of an ITIN application. If this is the case and you require a Form W-7 ITIN application completing and being certified by a CAA, we can help. What is a certified acceptance agent (CAA)? A CAA has a license (and contract with the IRS) to both complete the a

Have you worked in the US in 2020, 2019, 2018 or earlier years? Did you work for short periods or less than 183 days? If yes, you may have overpaid US tax and may be able to reclaim this amount from the IRS by filing a 1040NR US tax return. You will need to provide the W-2 or 1042-S issued to you so we can check to see if a reclaim of US tax is possible. Once confirmed you will need to file a 1040NR tax return and apply for an Individual Tax Identification Number (ITIN) if yo

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 if not all of this tax from the US by filing a 1040NR US tax return. The US will either tax you at graduated income tax rates (like a local person) or at a flat 30% withholding rate, which in most cases, where a tax treaty exists with the US, you can reduce or eliminate the 30% tax withheld (to a reduced rate or remove it entirely). If you

What is the difference between an ITIN and an IRSN? Both are tax ID numbers issued by the IRS for tax processing of US 1040NRs. One is permanent and one is temporary. PERMANENT - An ITIN (Individual Taxpayer Identification Number) is a permanent number issued by the IRS to all individuals who have a tax filing or tax reporting requirement. TEMPORARY - IRSN (Internal Revenue Service Number) is a temporary number used to log a 1040NR into the system by the IRS. It is issued aft