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.
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