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Where Taxpayers and Advisers Meet
Taxation on investments on a deceased person's in USA
My sister has recently passed away in the USA. She was a US citizen and had a portfolio of investment, some subject to tax. I am a named benbeneficiary but have been told to claim I need a US Tax Reference number. Nobody seems to know why and how to obtain this reference. I do not currently pay UK tax as my pension income is below the tax allowance threshold. Can you advise me what my position is and how to proceed?
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DavidTreitel
- Posts:271
- Joined:Thu Aug 16, 2012 4:31 pm
Re: Taxation on investments on a deceased person's in USA
Diana - I am sorry to hear of your loss. I was the first IRS Certified Acceptance Agent in the UK back in the year 2000 and these days help several hundred people each year obtain an ITIN (a US Individual Taxpayer Identification Number) in situations jut like yours. Please feel free to get in touch.
With kind regards
David Treitel | Managing Director | American Tax Returns Ltd
The Old Exchange, 12 Compton Road, London, SW19 7QD
Tel: 020 3542 6330
Email: david.treitel@americantaxreturns.co.uk
With kind regards
David Treitel | Managing Director | American Tax Returns Ltd
The Old Exchange, 12 Compton Road, London, SW19 7QD
Tel: 020 3542 6330
Email: david.treitel@americantaxreturns.co.uk
