ITIN for Beneficiaries of 401K Plan
Understanding ITIN Requirements for Beneficiaries If you are a non-U.S. person who is a beneficiary of a U.S. estate, trust, or retirement account such as a 401(k) or IRA from TIAA, Charles Schwab, Morgan Stanley, Fidelity, you may be required to obtain an Individual...
2025 US Tax Filing Deadlines | 1040/1040NR & Estimated Taxes
TIMELINE TO CLAIM A TAX REFUND: WHAT ITIN HOLDERS AND EXPATS NEED TO KNOW How Long Do You Have to Claim a Tax Refund? You may be eligible for a refund if you’ve overpaid taxes or had excess withholding [i.e Form 1099, Form 1042S, Form 8288A] on U.S. income. However,...
Certified Acceptance Agents for ITIN Applications: Passport Certification & Filing
Acceptance Agents Certified Copies of Passports for US TAX ID/ITIN Streamlining ITIN Applications with Certified Acceptance Agents (CAA) Applying for a U.S. Individual Taxpayer Identification Number (ITIN) requires careful attention to detail, including submitting...
