Tax Refunds | ITINCAA

ITIN for Beneficiaries of 401K Plan

by Kader Ameen | Apr 21, 2025 | ITIN, Tax Refunds, US Tax

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

by Kader Ameen | Mar 19, 2025 | IRS, ITIN, Tax Refunds

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

by Kader Ameen | Dec 31, 2024 | ITIN, Tax Refunds, US laws, US Tax

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...

ITIN for Federal Tax Refunds: Claim Excess Withholding on Forms 1042-S, 8288-A, or 1099

by Kader Ameen | Nov 27, 2024 | IRS, ITIN, Tax Refunds, tax returns, US Tax

Why is an ITIN Essential for Federal Tax Refunds? If you’ve overpaid federal taxes to the IRS and need to reclaim the excess withholding reported on Form 1042-S, Form 8288-A, or Form 1099, having an Individual Taxpayer Identification Number (ITIN) is mandatory. The...

ITIN for Beneficiaries of 401K Plan

2025 US Tax Filing Deadlines | 1040/1040NR & Estimated Taxes

Certified Acceptance Agents for ITIN Applications: Passport Certification & Filing

ITIN for Federal Tax Refunds: Claim Excess Withholding on Forms 1042-S, 8288-A, or 1099

Recent Posts

Which Tax ID Do You Need?

EIN is a BUSINESS Tax ID used to start a business and open a business bank account. You need an EIN if you’re starting a business

ITIN is a PERSONAL Tax ID used to file taxes and open a personal bank account for those who do not have and are not eligible to get an SSN

US PERSONAL TAX are imposed by the federal, most state, and many local governments. The income taxes are determined by applying a tax rate, which may increase as income increases, to taxable income.