Tax issue for British/American Dual Citizen
Sep 17th 2005, 11:51 pm
#1
Just Joined
Thread Starter
Joined: Jun 2003
Posts: 20
Tax issue for British/American Dual Citizen
I was wondering if I might not be able to get some technical help from someone on this board.
I have a client who lives in London that has found her American brokerage account is subject to automatic tax withholding because she has received a “second B notice” from the IRS.
It’s my understanding that this occurred due to some confusion created by her having alternatively using both her married and maiden name. The proposed remedy for this entails her visiting the US embassy in London. I don’t feel comfortable asking my client to spend her time this way.
I have heard that it is possible for her to sign a limited power of attorney that would enable my firm to enquire about the reason the second B-notice was issued and furnish the IRS with any information required to dispel the confusion. I have also heard that there is an IRS form that she can sign that will basically enable us to do the same.
Can anyone enlighten me on this topic?
This is a very nice client and I really want to help her get this sorted with a minimum of inconvenience on her part.
Thanks in advance for any assistance or direction provided.
P.S. Sorry if this is the wrong branch for this sort of question.
I have a client who lives in London that has found her American brokerage account is subject to automatic tax withholding because she has received a “second B notice” from the IRS.
It’s my understanding that this occurred due to some confusion created by her having alternatively using both her married and maiden name. The proposed remedy for this entails her visiting the US embassy in London. I don’t feel comfortable asking my client to spend her time this way.
I have heard that it is possible for her to sign a limited power of attorney that would enable my firm to enquire about the reason the second B-notice was issued and furnish the IRS with any information required to dispel the confusion. I have also heard that there is an IRS form that she can sign that will basically enable us to do the same.
Can anyone enlighten me on this topic?
This is a very nice client and I really want to help her get this sorted with a minimum of inconvenience on her part.
Thanks in advance for any assistance or direction provided.
P.S. Sorry if this is the wrong branch for this sort of question.
Sep 18th 2005, 12:22 am
#2
Sursum corda
Joined: Sep 2002
Location: Richmond Hill, GA USA
Posts: 38,860
Re: Tax issue for British/American Dual Citizen
Originally Posted by slmndr13
I was wondering if I might not be able to get some technical help from someone on this board.
I have a client who lives in London that has found her American brokerage account is subject to automatic tax withholding because she has received a “second B notice” from the IRS.
It’s my understanding that this occurred due to some confusion created by her having alternatively using both her married and maiden name. The proposed remedy for this entails her visiting the US embassy in London. I don’t feel comfortable asking my client to spend her time this way.
I have heard that it is possible for her to sign a limited power of attorney that would enable my firm to enquire about the reason the second B-notice was issued and furnish the IRS with any information required to dispel the confusion. I have also heard that there is an IRS form that she can sign that will basically enable us to do the same.
Can anyone enlighten me on this topic?
This is a very nice client and I really want to help her get this sorted with a minimum of inconvenience on her part.
Thanks in advance for any assistance or direction provided.
P.S. Sorry if this is the wrong branch for this sort of question.
I have a client who lives in London that has found her American brokerage account is subject to automatic tax withholding because she has received a “second B notice” from the IRS.
It’s my understanding that this occurred due to some confusion created by her having alternatively using both her married and maiden name. The proposed remedy for this entails her visiting the US embassy in London. I don’t feel comfortable asking my client to spend her time this way.
I have heard that it is possible for her to sign a limited power of attorney that would enable my firm to enquire about the reason the second B-notice was issued and furnish the IRS with any information required to dispel the confusion. I have also heard that there is an IRS form that she can sign that will basically enable us to do the same.
Can anyone enlighten me on this topic?
This is a very nice client and I really want to help her get this sorted with a minimum of inconvenience on her part.
Thanks in advance for any assistance or direction provided.
P.S. Sorry if this is the wrong branch for this sort of question.
There's an IRS office in the Embassy, is that what you were referring to?
Sep 18th 2005, 1:28 am
#3
Just Joined
Thread Starter
Joined: Jun 2003
Posts: 20
Re: Tax issue for British/American Dual Citizen
Yes, I'm sure you are right about that.
I'm actually hoping to find out more about this:
"I have heard that it is possible for her to sign a limited power of attorney that would enable my firm to enquire about the reason the second B-notice was issued and furnish the IRS with any information required to dispel the confusion. I have also heard that there is an IRS form that she can sign that will basically enable us to do the same."
Sorry I wasn't too clear about that.
I'm actually hoping to find out more about this:
"I have heard that it is possible for her to sign a limited power of attorney that would enable my firm to enquire about the reason the second B-notice was issued and furnish the IRS with any information required to dispel the confusion. I have also heard that there is an IRS form that she can sign that will basically enable us to do the same."
Sorry I wasn't too clear about that.
Sep 18th 2005, 1:29 am
#4
Sursum corda
Joined: Sep 2002
Location: Richmond Hill, GA USA
Posts: 38,860
Re: Tax issue for British/American Dual Citizen
Originally Posted by slmndr13
Yes, I'm sure you are right about that.
I'm actually hoping to find out more about this:
"I have heard that it is possible for her to sign a limited power of attorney that would enable my firm to enquire about the reason the second B-notice was issued and furnish the IRS with any information required to dispel the confusion. I have also heard that there is an IRS form that she can sign that will basically enable us to do the same."
Sorry I wasn't too clear about that.
I'm actually hoping to find out more about this:
"I have heard that it is possible for her to sign a limited power of attorney that would enable my firm to enquire about the reason the second B-notice was issued and furnish the IRS with any information required to dispel the confusion. I have also heard that there is an IRS form that she can sign that will basically enable us to do the same."
Sorry I wasn't too clear about that.
I know I am because I've been there so my husband could get a TIN. They are not open to the public on Fridays.
Sep 18th 2005, 1:44 am
#5
BE Site Lead
Joined: Aug 2004
Location: MA, USA
Posts: 92,170
Re: Tax issue for British/American Dual Citizen
can't you just ring or email the IRS office in the embassy? I thought they had contact details somewhere on the consulate website?
Sep 18th 2005, 1:46 am
#6
BE Site Lead
Joined: Aug 2004
Location: MA, USA
Posts: 92,170
Re: Tax issue for British/American Dual Citizen
http://www.irs.gov/localcontacts/art...101292,00.html
even...so give them a ring or a fax, the IRS usually aren't to bad with help if you ask.
even...so give them a ring or a fax, the IRS usually aren't to bad with help if you ask.
Sep 18th 2005, 1:48 am
#7
Just Joined
Thread Starter
Joined: Jun 2003
Posts: 20
Re: Tax issue for British/American Dual Citizen
Originally Posted by Bob
http://www.irs.gov/localcontacts/art...101292,00.html
even...so give them a ring or a fax, the IRS usually aren't to bad with help if you ask.
even...so give them a ring or a fax, the IRS usually aren't to bad with help if you ask.
Good idea. I'll give it a try.
Thanks.
