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ITIN NEWS BLOG

News & Tips from an ITIN Acceptance Agent

I need help with a refund of US Tax


Just Breve - I need help with a refund of US Tax
Just Breve - I need help with a refund of US Tax

At Just Breve we help many clients regularly, to obtain a refund of US Tax held and overpaid to the IRS.


The process involves:


- Filing a 1040NR US tax return

- And obtaining a US tax number (ITIN) where the taxpayer has no ITIN or SSN already

- Or to renew an existing ITIN if it has not been used at least once on a US tax return filing.- As the IRS will not issue the refund with an expired ITIN.


What types of US tax refund claims does Just Breve assist with?


We help with most treaty claims and where services were performed outside the United States. As well (if possible) to reclaim where there is no tax treaty with the US (this is specific to services or performance related income).


We will always confirm first if we can assist (no charge for the call or email) and then advise the process and fee quote to you.

We have assisted with:


  • overpaid tax at 30% on Dividends from US companies

  • overpaid tax at 30% held on dividends via a Foreign Financial Institution (FII) via a 1042-S

  • overpaid tax at 30% on capital gains after the sale of US stocks/shares

  • overpaid tax at 30% on Royalties from Twitch, Steam, YouTube and Google

  • overpaid tax at 15% on FIRPTA sales relating to timeshares and US real property and land sales

  • overpaid tax at 30% on gambling winnings

  • overpaid tax at 30% on pension distributions (401K / IRA)

  • overpaid tax paid on US social security (SSA) payments where payment is due to the residents home country

  • overpaid tax at 30% on inheritances from the United States from a deceased US relative

  • overpaid tax on wages performed in the United States

  • overpaid tax at 30% on services performed outside the United States

  • overpaid tax at 30% for video gamers (Fortnite / Pokemon / Magic the Gathering and more)

  • overpaid tax at 30% on wages paid by a foreign company for work in the United States

  • overpaid tax at 30% on Form 1042-S - various income codes

  • overpaid tax at 30% for not effectively connected income (NEC where there is no treaty with the United States

  • overpaid tax at 30% on vested stock options after a merger or sale of a US entity

  • and many more


If I need help with a refund of US tax, can Just Breve assist, if I am not from the United Kingdom?


Yes we assist people in Europe and also non European countries (including Australia and Bosnia). We also have clients based in the Middle East.


We will always advise upfront if we can or cannot assist you. So just get in touch to speak to us to find out more information.


Contact Just Breve for more information:


Just Breve - is a US tax accounting firm, assisting non US persons with their US tax filing requirements, including obtaining a refund of overpaid US tax. This includes applying for a new ITIN or renewing an existing ITIN. We are a certifying acceptance agent (CAA) and have a contract with the IRS to help with Form W-7 ITIN applications.

T: 0208 1444632


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