Very Informative Post, It really helped me a lot to Fill up My W-7 form. Thanks a lot for the post.
But "IRS W-7 Instruction" Confused Me in some points. Can you please help me out of this confusion @lukasz-madon ?
I know, You sent Microsoft letter for ITIN.
Beside that, What other supporting documents you sent with the W-7 Form?
*Have you sent Form 1042-S (Tax Return) with W-7 form?
*Have you sent any "Self-generated income statements will only be accepted with a copy of the contract or a letter with a postmarked envelope addressed from the withholding agent."? If yes, how did you managed it, MS Provide you that? How can I managed it?
I am asking this question because of these points in the IRS W-7 instructions:
Exception 1. Passive income—third-party withholding or tax treaty benefits.
This exception may apply if you’re the recipient of partnership income, interest income, annuity income, rental income, or other passive income that is subject to third-party withholding or covered by tax treaty benefits. See Exceptions Tables, later, for more details on Exception 1.
Information returns applicable to Exception 1 may include the following:
Form 1042-S, Foreign Person’s U.S. Source Income Subject to Withholding.
Form 1099-INT, Interest Income.
Form 1099-MISC, Miscellaneous Income.
Form 8805, Foreign Partner’s Information Statement of Section 1446 Withholding Tax.
Schedule K-1 (Form 1065), Partner’s Share of Income, Deductions, Credits, etc.
Documentation you must submit if you’re eligible to claim Exception 1.
Exception 1(d) – Royalty Income Required Documents: A signed letter or document from the withholding agent, on official letterhead, showing your name and verifying that an ITIN is required to make distributions to you during the current tax year that are subject to IRS information reporting and/or federal tax withholding. Self-generated income statements will only be accepted with a copy of the contract or a letter with a postmarked envelope addressed from the withholding agent.
Where do I file my Form W-7/W-7(SP)?
By Mail: Mail your completed application, your original U.S. Federal income tax return and any other substantiating
or supporting identification documents listed on the Supporting Documentation Table to:
Internal Revenue Service
ITIN Operations
P.O. Box 149342
Austin, TX 78714-9342
Hope you will help me to submit proper documents to get ITIN.
Very Informative Post, It really helped me a lot to Fill up My W-7 form. Thanks a lot for the post.
But "IRS W-7 Instruction" Confused Me in some points. Can you please help me out of this confusion @lukasz-madon ?
I know, You sent Microsoft letter for ITIN.
Beside that, What other supporting documents you sent with the W-7 Form?
*Have you sent Form 1042-S (Tax Return) with W-7 form?
*Have you sent any "Self-generated income statements will only be accepted with a copy of the contract or a letter with a postmarked envelope addressed from the withholding agent."? If yes, how did you managed it, MS Provide you that? How can I managed it?
I am asking this question because of these points in the IRS W-7 instructions:
Exception 1. Passive income—third-party withholding or tax treaty benefits.
This exception may apply if you’re the recipient of partnership income, interest income, annuity income, rental income, or other passive income that is subject to third-party withholding or covered by tax treaty benefits. See Exceptions Tables, later, for more details on Exception 1.
Information returns applicable to Exception 1 may include the following:
Form 1042-S, Foreign Person’s U.S. Source Income Subject to Withholding.
Form 1099-INT, Interest Income.
Form 1099-MISC, Miscellaneous Income.
Form 8805, Foreign Partner’s Information Statement of Section 1446 Withholding Tax.
Schedule K-1 (Form 1065), Partner’s Share of Income, Deductions, Credits, etc.
Documentation you must submit if you’re eligible to claim Exception 1.
Exception 1(d) – Royalty Income Required Documents: A signed letter or document from the withholding agent, on official letterhead, showing your name and verifying that an ITIN is required to make distributions to you during the current tax year that are subject to IRS information reporting and/or federal tax withholding. Self-generated income statements will only be accepted with a copy of the contract or a letter with a postmarked envelope addressed from the withholding agent.
Where do I file my Form W-7/W-7(SP)?
By Mail: Mail your completed application, your original U.S. Federal income tax return and any other substantiating
or supporting identification documents listed on the Supporting Documentation Table to:
Internal Revenue Service
ITIN Operations
P.O. Box 149342
Austin, TX 78714-9342
Hope you will help me to submit proper documents to get ITIN.
Thanks