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ITIN NEWS BLOG

News & Tips from an ITIN Acceptance Agent

Claiming back US taxes as a non-resident without a US tax number


Just Breve - Claiming back US taxes as a non-resident without a US tax number

Claiming back US taxes as a non-resident without a US tax number involves several steps. Here's a general guide:


 

1. Determine Eligibility: Ensure you are eligible to claim a tax refund. Non-residents typically file for refunds if they overpaid taxes, were taxed in error, or are entitled to treaty benefits.

 

2. Obtain a Tax Identification Number (TIN):

    - Individual Taxpayer Identification Number (ITIN): As a non-resident without a Social Security Number (SSN), you will need an ITIN. You can apply for an ITIN using Form W-7, "Application for IRS Individual Taxpayer Identification Number".

    - Documents Needed: You'll need to provide original documents or certified copies by the issuing agency to prove your foreign status and identity, such as a passport. Or you can use the services of a certifying acceptance agent like Just Breve.

 

3. Gather Required Forms:

    - Form 1040-NR: Non-resident aliens typically file Form 1040-NR, "U.S. Nonresident Alien Income Tax Return".

 

4. Complete the Tax Return:

    - Fill out Form 1040-NR accurately, including all income, deductions, and credits. Attach Form W-7 (if applying for an ITIN) and any other required schedules and forms.

    - Claim any applicable tax treaty benefits by including the appropriate tax treaty article in your return.

 

5. Submit the Tax Return:

    - Mail the completed forms and all required documentation to the appropriate IRS address. For Form 1040-NR, the address is specified in the form instructions.

    - If applying for an ITIN, submit Form W-7 along with your tax return to the address specified in the Form W-7 instructions.

 

6. Wait for Processing:

    - The IRS will process your tax return and ITIN application. This can take several weeks to months, so be prepared for some delay.

 

7. Respond to IRS Inquiries:

    - If the IRS needs additional information or documentation, respond promptly to any correspondence you receive.

 

8. Receive Your Refund:

    - Once your return is processed, and your refund is approved, the IRS will issue the refund either via direct deposit (if you have a U.S. bank account) or by cheque.

 

For detailed instructions and forms, you can visit the IRS website. Additionally, consider seeking help from a tax professional like Just Breve, experienced in non-resident tax matters to ensure your application is correctly completed and filed.

 

Can Just Breve help?

Yes, we can. 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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