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NEWS & UPDATES

Why I first ask ITIN applicants reason for applying:

  • One cannot arbitrarily apply for an ITIN and I work with clients to identify facts that clearly place them into one of the finite IRS reasons accepts for applications.

    • A few examples where ineligibility isn't intuitive are (per IRS ITIN dept):

      • IRS assigns ITINs for federal tax...

Your 1040 return must report your name exactly as it is on file with SSA The United States Social Security Administration

If e-filing a return using a name not matching SSA records, the e-file will be rejected.

To check or obtain your SSA record, the Niagara office can likley help you. See if they offer a less rigorous option to merely provide your rec...

Unless one of the exceptions applies or a special return is required, a foreign corporation must file Form 1120-F if, during the tax year, the corporation was engaged in a trade or business in the United States, whether or not it had U.S. source income from that trade or business, and whether or not income from such trade or business is exempt from United...

If you receive a withholding certificate from the IRS that excuses withholding, you generally are not required to file Form 8288. However, if you receive a withholding certificate that reduces (rather than eliminates) withholding, then there is no exception to withholding, and you are required to file Form 8288. Attach a copy of the withholding certificat...

As IRS doesn’t issue NOA like CRA does, a Canadian  who filed with IRS should call the IRS to follow up on the tax (and/or other) return processing, first giving IRS 6 weeks; contact the IRS 6:00 am to 11:00 pm (EST) M-F by telephone listed at at http://www.ustaxservices.ca One can obtain a transcript from IRS (or engage us to do so - we use IRS...

IRS will mail taxpayer Notice 6513 saying extension was mailed too late, like this one:

I've previously posted about the ability to file a 4868 extension without an ITIN, here's picture proof.

If you have an active e-file application on file with IRS and have made changes such as adding a provider option, principal or responsible official and it has not been resubmitted it will be deleted in 90 days.  If the application is not resubmitted and the 90 days has not elapsed since the changes were made, the application can be resubmitted by an autho...

Preparing your 1040NR return and need records of your days in USA during the tax year and the mere thought of doing a reconciliation of your records in of itself drives you mad?

Uncle Sam already did the work for you and allows you at no cost or fee (aka free) to retrieve a record here: https://i94.cbp.dhs.gov/I94/#/history-search

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