TAX REFUND USA


ABOUT US

MAG-TAX has been specializing in the support of refunding foreign taxes for over 20 years. During our many years of activity, we have gained vast experience that smaller, less well-established companies cannot offer. Over the years, we have encountered all possible difficulties and unusual questions from the authorities, so we know very well the realities of foreign tax matters.

We do our work with commitment and reliability, and with you as our priority. Our main goal is customer satisfaction. We always try to make the settlement as profitable as possible, and the process itself as simple as possible. We do not keep unnecessary documents - if we have complete information, we immediately send the tax return to the relevant foreign offices. We also inform the client about the estimated tax refund amount and the expected date of receipt of the decision. During the term of the contract, we additionally translate the correspondence and respond to all external office inquiries.

TAX REFUND FROM USA

Anyone who has legally worked in USA can apply for a  tax refund. Settlement is possible up to 3 years previously (currently for the years 2020-2022). USA tax refunds usually take from 3 to 6 months, and may be extended in exceptional cases.

MAG-TAX IS THE ONLY COMPANY IN POLAND THAT HAS A PTIN TAX NUMBER  GIVEN BY THE TAX OFFICE (IRS) TO REGISTERED TAX AGENTS.

MAG-TAX RECOVERIES THE TAX FROM THE USA UNDER A TAX TREATIES SIGNED BY THE AMERICAN GOVERNMENT.
WITH US YOU CAN RECOVER UP TO 100% OF THE TAX PAID!

W-2 OR 1042-S DOCUMENTS

The document necessary to submit an application for a tax refund from the USA is W-2 or 1042-S issued by the employer. If you do not have either of the above documents, you can settle your accounts on the basis of monthly PAYSLIPS. The documents above show information about your income (Wages, tips, other compensation) and advances collected for federal tax (Federal income tax withheld) and State income tax.

NOTE! Documents on the basis of which the tax refund should be made are W-2 or 1042-S (annual tax cards). Billing on the basis of these documents is more reliable than on the basis of payslips, because the information on the payslips does not always correspond to the data held at the office.

While working in the USA, the following taxes may be deducted:

  • Federal Tax (approx. 10% of income) - with income not exceeding USD 10,000, we apply for a 100% federal tax refund;
  • State Tax (approx. 1-10% of income) - this tax refund depends on the tax regulations of particular states;
  • Social Security Tax*
  • Medicare Tax*

*If you were a J1 student and Social Security and Medicare taxes were deducted from your payslips, we can contact your employer and instruct them how to proceed with refund of these taxes. As a J1 student you are not required to pay Social Security and Medicare taxes.

State Tax is not collected/refunded in the following states:
Alaska, Florida, Nevada, New Hampshire, South Dakota, Tennessee, Texas, Washington, Wyoming

USA TAX SETTLEMENT DEADLINE:

Non-residents  have 3 years to settle the tax due on their Work & Travel trip. Currently, for the years 2020 - 2022. Until April 18, 2023 tax year 2019 could also be settled. 

Tax residents and  taxpayers who receive a surcharge should settle every year. The settlement date for 2022 year is April 18, 2023.

SETTLEMENT WITHOUT A TAX NUMBER:

If you have earned any income in the USA but have never physically been there and have not applied for an SSN tax number, we can settle it for you. MAG-TAX  helps you to obtain an ITIN tax number that allows you file tax declaration and receive your tax refund.

If you are interested in filing your tax declaration with MAG-TAX, please send us a copy of your current W-2 or 1042-S documents from all relevant employers to the following email address mailzwrot@mag-tax.pl.
Within 3 business days, you will receive a response from us with the estimated amount of your tax refund, necessary documents and the price for the service provided.

If you have any further questions about USA income tax refunds, please contact us:
mailzwrot@mag-tax.pl
tel. +48 42 6 311 311 or +48 690 909 830 

Tax forms for 2019 Tax forms for 2020 Tax forms for 2021 Tax forms for 2022

Do I have a tax settlement obligation in the USA?

If you participated in the Work & Travel program, you are not required to settle your tax. However, by submitting the appropriate tax declaration to the Tax Office in the USA, you can get a tax refund.

How much time do i have to settle my american tax?

You can make a tax declaration with the U.S. Tax Office up to 3 years back (currently 2021, 2020, 2019).

How long do I have to wait for my tax refund?

The US tax refund procedure takes from 3 to 6 months from the moment the declaration is sent to the tax office. Our company performs its work reliably and on time, therefore any possible delays related to the US tax refund are not our fault. We guarantee that the documents are prepared by us and sent to the office on time.

WHICH DOCUMENTS DO I HAVE TO SUBMIT TO CLAIM US TAX REFUND?

To apply for a US tax refund, the following documents are required:

  • W2 or last payslip from each employer
  • a copy of passport (J1 visa and data pages)
  • a copy of the Social Security Card
  • a copy of DS 2019

CAN I RECOVER US TAX IF I DON'T RECEIVE W-2?

If you do not receive your W-2 by the end of February, you should contact your employer and ask them to send you this document. If this is not possible, you can get a USA tax refund based on the last payslip.

HOW WILL I RECEIVE A US TAX REFUND?

You can get your USA tax refund by check to the address you provided, or by transfer to your US account.

HOW LONG ARE CHECKS VALID FOR?

The federal check is valid for a year. State check depending on the state, usually six months.