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...
EIN vs. ITIN: Key Differences and Application Guide
TIN – TAXPAYER IDENTIFICATION NUMBER IS DIFFERENT TO THE COMPANY IDENTIFICATION NUMBER. Understanding the Differences Between EIN and ITIN When dealing with U.S. taxes and financial matters, you might come across both Employer Identification Numbers (EINs) and...
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...
ITIN for Federal Tax Refunds: Claim Excess Withholding on Forms 1042-S, 8288-A, or 1099
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...
