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Hi, is that your purpose.... " to claimm tax treaty benefits" only?
I still don't see you coming into the chat
I'll answer in a gneral fashin, and then move this to the "Q&A" mode ... Maybe that will help
If you are requesting the ITIN for purposes OTHER than filing a return ... such as claiming exemption from third-party withholding for various income, such as certain gambling winnings or pension income, or need an ITIN for information reporting purposes, then that is correct, you will not need to provide original documentation such as passports and birth certificates, or copies of these documents certified by the issuing agency.
If you are not in that category, however, and need to file a return, the you WILL need to provide the original documents.
Hope this helps
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US ITIN Exception 1d - Annuity, Dividend, Pension, Royalty Income Eligibility: Individuals receiving annuity, dividend, pension and royalty distributions (as well as other similar types of income) during the current taxation year who are required to provide an IRS individual taxpayer identification number to the withholding agent (such as a bank, insurance or investment company, pension plan, etc.) for IRS information reporting and/or tax withholding can claim Exception 1d on their ITIN application online. Documentation: To claim Exception 1d, the ITIN applicant must submit a signed letter or document from the withholding agent on the withholding agent's official letterhead. The document or letter must include: The applicant's full name; The account number; and A statement indicating that the applicant requires an Internal Revenue Service ITIN to receive distributions which are subject to IRS information reporting and/or federal tax withholding during the current taxation year.
>I'll answer in a gneral fashin, and then move this to the "Q&A" mode ... >Maybe that will help
"Q&A" mode is fine.
Now planning to give Form W-8ECI to the property manager as the 2013 rental income will be treated as "effectively connected income (rental income less expenses such as Insurance, RE tax, repair, Depreciation to be shown on Schedule E with 1040NR for nonresident alien individuals)" ITIN needed as the property manager in the US wants Form W-8.
I am online.
>don't plan to file a return
1040NR for 2013 will be filed in 2014. Right now, ITIN from IRS needed for giving W-8ECI to third party (rental property manager).
Thanks because I got a reply from an IRS authorized Acceptance Agenent for ITIN, "No, that is not true. If you don't submit the original passport orcertified copy from the passport office (even if you claim exemption a &h), it will be rejected."
Thanks for guidance to attach FAQ. What documents besides FAQ to be attached with W-7 when claim exemption a & h on W-7?
Do I need to request a signed letter or document from the withholding agent (rental property manager) on the withholding agent's official letterhead. The document or letter must include: The applicant's full name; The account number; and A statement indicating that the applicant requires an Internal Revenue Service ITIN to receive distributions which are subject to IRS information reporting and/or federal tax withholding during the current taxation year.
ok. when you return, please email. Thanks.
I am online, Lane.
Do I now need to request a signed letter or document from the withholding agent (rental property manager)?
The rental Property manager wants W-8 but ITIN cannot be filled in.
On W-7, line 2, Applicant's mailing address, if there is a typo mistake on the house number but zip code is correct, what to do?