Everand Logo

Welcome to Everand!

  • Discover millions of ebooks, audiobooks, and so much more with a free trial

    Only $11.99/month after trial. Cancel anytime.

    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 pages53 minutes

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

    By Marcela Martinez Millan

    1/5

    ()

    Read preview

    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

    Related to Beyond Frontiers

    Related ebooks

    Taxation For You

    View More
    View More

    Related podcast episodes

    Related articles

    • Article

      When Zombie Debt Collectors Chase Written-Off Debts

      Jan 4, 2019

      Chances are that you have never heard the terms Zombie Debt or Zombie Debt Collectors. Neither had former United States Marine Lt. Charles Lay until the first week of October 2018, when he received this phone call: "Superior Court calling, and we w

      5 min read

    • Article

      How To Add Treasury Bonds, Bills And Notes To An IRA

      May 16, 2019

      [Question]Can you purchase Treasury securities for an IRA directly from the U.S. Treasury through TreasuryDirect? How can you add them to an IRA? [Answer]TreasuryDirect.gov is intended as a way for individuals to buy securities from the Treasury and

      1 min read

    • Article

      How to File an FOIA Request

      Aug 18, 2020

      Want your ancestor’s application for a Social Security Card (called an SS-5), WWII alien registration form, or other federal record that isn’t already publicly available? You’ll need to send a Freedom of Information Act (or FOIA) request to the right

      1 min read

    • Article

      There’s A Bond For That

      Apr 6, 2021

      There’s A Bond For That
      2 min read

    • Article

      The Lowdown on Living Trusts

      Mar 24, 2022

      If you’re putting together an estate plan, you have no doubt heard about the benefits of a living trust. Assets placed in a trust won’t go through probate, a time-consuming and potentially costly process. In addition, a living trust, also known as a

      5 min read

    • Article

      How to Get Your Estate Plan Done While Under Coronavirus Quarantine

      Mar 30, 2020

      The coronavirus lockdown began in the California counties of Sacramento, Palm Springs, Los Angeles and Ventura, issuing unprecedented orders for all residents to remain in their homes except for certain essential activities. Then Gov. Gavin Newsom ex

      5 min read

    • Article

      Don’t Throw Away a $12.06M Estate Tax Exemption by Accident

      Apr 14, 2022

      The federal estate tax exemption and gift exemption is presently $12.06 million. A married couple can transfer $24.12 million to their children or loved ones free of tax with proper planning. The exemption is tied to inflation, so it will continue to

      3 min read

    • Article

      HOW TO... Get Off A Blacklist

      Sep 23, 2019

      HOW TO... Get Off A Blacklist
      2 min read

    • Article

      Common Law Principles And The CPA

      Dec 11, 2019

      Common Law Principles And The CPA
      1 min read

    • Article

      What Trustees Should Know About Property Transactions

      Apr 17, 2021

      UNDER the Alienation of Land Act, any deed of sale of immovable property has to be in writing, and the parties thereto or their agents have to be legally authorised to act at the time of signing of the contract. Section 2(1) of the act provides that

      4 min read

    • Article

      How to Build a Credit History

      Oct 3, 2019

      Most lenders expect you to have a decent credit record to qualify for a loan or credit card. But if you've never had a credit card or taken out a loan, you don't have much of a credit history. It's a conundrum that young people face as they begin the

      4 min read

    • Article

      What To Consider When A Trust Is Involved In Legal Action

      Oct 17, 2020

      ANY LEGAL action by a trust must be properly brought in the names of the trustees. Since a trust is not a person and cannot act, when litigation is initiated the action must be brought (or defended) by its trustees. Although it is desirable to cite t

      3 min read

    • Article

      Old Decision in Tax Lawsuit Gets New Spin

      Apr 6, 2019

      A website known for spreading misinformation writes that a man who cited religious reasons for not paying his income taxes "has won an historic lawsuit against the IRS." That's misleading. One charge was dropped, but four others have yet to be determ

      2 min read

    • Article

      How to Search for Old Savings Bonds

      May 1, 2018

      [Question]My grandfather and father passed away when I was 8 years old. I heard they had savings bonds for me. I'm 37 now and have no one left to ask about it. How do I find out if there really are any savings bonds for me, and how do I go about find

      2 min read

    • Article

      How to Opt Out of Forced Arbitration

      Jul 3, 2019

      Heads up, Chase credit card customers: The issuer is adding a binding arbitration agreement to nearly all of its cards (excluding the AARP card)--but you still have time to opt out. Chase will soon bar cardholders from banding together in a class-act

      1 min read

    • Article

      Busting Trust Myths

      Sep 3, 2020

      “Trust busting” is the term often used to describe instances where a court finds in favour of a claimant trying to access trust assets. Here, though, I do not want to talk about “trust busting”. Instead I want to bust some trust myths. There has been

      2 min read

    • Article

      Setting Up Trusts For Children

      Jul 24, 2020

      a trust is set up when one transfers the ownership of their property, or ‘puts it in a trust’, which becomes an instrument with a separate legal personality. The transferred property is administered and managed for the benefit of specified beneficiar

      4 min read

    • Article

      Trustees Are Accountable To The Master Of The High Court

      Jan 16, 2021

      A TRUSTEE of a trust is accountable at all times to the Master of the High Court and to beneficiaries. If trustees’ actions (a single or multiple trustees) contravene either the provisions of the Trust Property Control Act or the trust instrument, th

      3 min read

    • Article

      “I Am the Bank”

      Oct 11, 2019

      “I Am the Bank”
      9 min read

    • Article

      Battle the Credit Bureaus ... and Win

      Aug 29, 2019

      Have you ever found yourself fuming at the credit bureaus? You have plenty of company. Among companies in the Consumer Financial Protection Bureau's database, the three major credit-reporting bureaus--Equifax, Experian and Trans­Union--have logged th

      10 min read

    • Article

      Entrepreneurs Pay Too Much in Taxes Because They Don't Do This

      Mar 29, 2019

      As we head deeper into tax season, we're starting to hear from more and more Americans experiencing sticker shock as they file their returns. Gone is the comforting and often sizable refund check they've come to expect every year. Instead, they're fi

      2 min read

    • Article

      Repo Risk: Beware Illegal Car Repossessions

      Jun 13, 2022

      Used cars are suddenly so much more appealing than they used to be. With prices near historic highs and inventory near record lows, some officials are warning people with car loans that unscrupulous lenders may use more aggressive - and possibly ille

      4 min read

    • Article

      Equifax Data Breach Settlement: What You Need to Know

      Jul 24, 2019

      If you're one of the roughly 147 million people whose sensitive personal information was exposed in the 2017 Equifax data breach, get ready to claim your share of the relief. The credit bureau has agreed to a settlement of up to $700 million with the

      4 min read

    Related categories

    Reviews for Beyond Frontiers

    1/5

    1 rating0 reviews

    What did you think?

    Tap to rate

    Review must be at least 10 words

      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 Marcela@BeyondFrontiersTax.com 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

      Enjoying the preview?
      Page 1 of 1