How do I get an IRS Transfer Certificate? (Form 706NA and Form 5173)

Описание: How do I get an IRS Transfer Certificate? (Form 706NA and Form 5173)
For more details, please check this article: https://htj.tax/2021/09/filing-form-7...

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INTRO
htj.tax the international tax firm for six seven and eight-figure investors and entrepreneurs who are living that international life are you ready
DERREN JOSEPH
so someone is not american and they were married to a U.S. person who had financial investment accounts in the U.S. and the U.S. person has passed away and i'm sorry for your lost so yes this is something we deal with pretty regularly unfortunately because i wrote an article on how they so the estate would need in order for you because the bottom line is that you as the non-american spouse you find that and you cannot have access to your departed spouses financial assets in the U.S on U.S. platforms unless you get something called a clearance certificate from the internal revenue service again this you know estate planning is a bit of a morbid topic but we are really big on estate planning because the process takes a long time you have to file a form 706 any for you know for for you to access that you know and then they you know then it has to go to the irs and you have to get a clearance certificate on a form five one seven three the entire process sometimes takes more than a year or even we have cases where someone may have worked in yourself for example the person from singapore is going to the U.S. on a work assignment they may have invested in something you know a retirement plan or whatever or just an investment account they leave the U.S.and they leave it behind right and then when they pass their spouse has a hard time getting to because this entire process of getting a transfer certificate actually is taking more than a year now so it's it's not easy at all you know i wrote we wrote an article which is why we get a lot of these inquiries that apparently google scores the article pretty highly so have a look at the article that it's on our website htg tax we have like nearly 2 000 articles all free and international tax issues and we have over a thousand videos on our youtube channel as well so have a look you can do a search pick up the stuff that's relevant to you you can read if it is that you would like us to help you with the 706 ne or the 5173 to get the transfer certificate so you can get access to your late spouse's account just just reach out and just let us know
OUTRO
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