"ITIN" | 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...

EIN vs. ITIN: Key Differences and Application Guide

by Kader Ameen | Feb 19, 2025 | EIN, ITIN, US Tax

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...

ITIN Exceptions: When You Don’t Need to File a U.S. Tax Return | Tax Requirements

by Kader Ameen | Jan 28, 2025 | ITIN, US laws

I HAVE NEVER BEEN TO THE UNITED STATES OF AMERICA, AM I ELIGIBLE TO APPLY FOR ITIN? Unlocking ITIN Eligibility for Non-residents Have you ever wondered if you can apply for an Individual Taxpayer Identification Number (ITIN) without stepping foot in the United States...

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

EIN vs. ITIN: Key Differences and Application Guide

ITIN Exceptions: When You Don’t Need to File a U.S. Tax Return | Tax Requirements

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.