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    Beyond Frontiers: U.S. Taxes for International Self-Published Authors
    Beyond Frontiers: U.S. Taxes for International Self-Published Authors
    Beyond Frontiers: U.S. Taxes for International Self-Published Authors
    Ebook74 pages1 hour

    Beyond Frontiers: U.S. Taxes for International Self-Published Authors

    By Marcela Martinez Millan

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    About this ebook

    A concise guide for self-published authors to navigate the US tax system as it applies to their royalties.

    Updated to include the new 2014 rules!

    Step by step instructions to apply for an ITIN, for an EIN, and to file a tax return if you qualify to get your withholding back.

    Form W-8BEN and the new Form W-8BEN-E explained.

    The redesigned Form 1042-S.

    ITIN rejection letters.

    LanguageEnglish
    PublisherBeyond Frontiers Tax Service, LLC
    Release dateOct 28, 2014
    ISBN9780988875708
    Beyond Frontiers: U.S. Taxes for International Self-Published Authors

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      Book preview

      Beyond Frontiers - Marcela Martinez Millan

      Beyond Frontiers: U.S. Taxes for

      International Self-Published Authors

      Who am I?

      Introduction

      Common questions

      Basic questions

      Forms and treaties

      Tax returns

      Confusing tax terms

      Apply for an ITIN – Individual Tax Identification Number

      Get an ITIN to reduce or stop withholding

      Apply yourself by mail

      Apply in person in London, Paris, Frankfurt, or Beijing

      Apply through a Certifying Acceptance Agent (CAA)

      Get an ITIN to receive a refund of taxes withheld last year (or any other previous year)

      Apply yourself by mail

      Apply in person in London, Paris, Frankfurt, or Beijing

      Apply through a Certifying Acceptance Agent (CAA)

      Rejected ITIN applications

      Notice CP566

      Notice CP567

      Apply for an EIN – Employer Identification Number

      Apply for an EIN to reduce or stop withholding (and if you are not an individual, to file a tax return too)

      Apply by phone

      Apply by fax

      Apply by mail

      Form examples

      Old W-8BEN (Individuals and entities)

      New W-8BEN (Individuals)

      New W-8BEN-E (entities)

      Form 1042-S

      Tax returns

      Individuals (Form 1040NR)

      Corporations (Form 1120F)

      Partnerships (Form 1065)

      Disregarded entities

      Countries with tax treaties

      List of approved documents for an ITIN application

      Source material

      Legal Disclaimer

      Who am I?

      I am a tax advisor and I am also a published author. And once upon a time, I was also a nonresident of the U.S. I have been there, I know how confusing, how intimidating U.S. taxes can be.

      I am an Enrolled Agent, an EA. This means that I have a license granted by the United States federal government that allows me to represent taxpayers in all tax matters. To obtain my license I had to pass a rigorous exam on tax law; and to keep it, I have to fulfill continuing professional education requirements on tax topics and ethics. I focus on international issues; U.S. tax for U.S. citizens living abroad, for non-U.S. citizens living in the U.S., and for non-U.S. citizens living abroad but receiving income from the U.S.

      I am also a Certifying Acceptance Agent, a CAA. This means that I have signed a contract with the IRS where I can help taxpayers obtain ITINs (Individual Tax Identification Numbers). By working with me, my clients can avoid most of the hassle that is applying themselves; less paperwork, automatic help when something goes wrong, and a person who knows and understands IRS-speak.

      And, I am also a Doctor in Philosophy, a PhD. This means that I am thorough, precise, and pay attention to details. It also means that I am an educator. I strive to ensure that my clients understand their own tax situation. I am happy to answer their questions and explain to them what I am doing and why I am doing it.

      As a professional, I welcome any feedback that can make my books better. Please, feel free to write me at [email protected] and/or to post a review in Amazon. Let others know if this book helped you!

      Introduction

      Shortly after the publication of my first e-book "Beyond Frontiers: A tax guide for non-U.S citizens", I realized there was a huge group of people in desperate need of help navigating the U.S. tax system: self-published authors who are not US citizens or residents. I assume you are here because you are one of them.

      Non-U.S. self-published authors are in a difficult spot; you are unfamiliar with the U.S. tax system and, to make things worse, you are in a category of taxpayer that faces different, especially complex rules within the U.S. tax system. Moreover, most of the information available online about U.S. taxes does not apply to you because you are not a U.S. citizen or resident.

      I know this doesn’t sound very encouraging, but bear with me. I’ll explain what all those forms and numbers mean. But before getting into details, let’s make sure that all of this actually applies to you. This book is for you if:

      1) You are not a U.S. citizen.

      2) You are not a U.S. permanent resident (you don’t have a green card).

      3) You don’t spend a lot of time in the U.S. (you don’t live in the U.S. and you don’t spend several months in the U.S.).

      4) You are not married to a U.S. citizen, to a permanent resident, or

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