Receiving my first publication contract was one of the most
exciting days of my life, except of course the days I discovered I was pregnant
with each of my sons. What followed after receiving that contract took about as
long as a confinement. Not that I’m complaining. By publishing standards, I had
a normal ‘pregnancy’, because nine months later, my debut novella was birthed.
Publication can often feel like carrying an elephant to term with books only
releasing two years after a signed contract.
My baby elephant came though, in the form of obtaining an
ITIN (International Tax Identification Number) from the IRS in America. Without
this number, I could not be paid royalties when the time came. With a release
date months away, I wasn’t worried. I’d get that number long before any
royalties came due.
Really?
First stop on this journey was a trip to the US Embassy. I
needed a certified copy of my passport. This document was part of the
requirements by the IRS and could only be done either at the issuing authority
(South African Home Affairs) or the US Embassy. Naturally, with the Embassy
carrying a $50 fee, my first choice was Home Affairs. Bad choice. I wasted half
a morning at the South African Department of Home Affairs to have the copy
certified only to be told when I finally got to the counter, “We don’t do
certifications.” And yes, I did check as we walked in...twice.
So, at the end of 2013, I sent off my application and this
precious document that had cost me so much. Add to that the equivalent of
around $13 to send the envelope via Registered Mail.
Two or three months later, I received an envelope back from
the IRS. Whoopie, that was painless.
Really?
The first words that hit me: Application Rejected. I was to
see this at least another three times over the coming months, and each time I
agonized over what the IRS actually required from me.
My precious certified copied that had cost me so much, flew
back and forth between South Africa and the US as the rejections and
resubmissions came and went, each at around $13 postage. I made three phone
calls to the IRS, most lasting between 60-90 minutes, most of that time spent
holding to speak to an agent.
The last call I made was to find out if anything was
happening on my application. Despite having no reference number to quote except
the string I’d amassed with the previous rejections, I called. Our country had
been plunged into a postal strike that dragged on for months. When I saw this photograph of the Johannesburg International Mail
Centre doing its rounds on Facebook, I knew I was doomed if the IRS had once
again rejected and returned my precious certified copy. I’d have to start the
entire process from scratch. There was no way that copy would ever make it back
to me. Not with this ongoing mess.
The IRS consultant helping me finally traced my application
via the previous numbers, but it took some time.
“It seems to have been rejected, last week,” she said,
proceeding to explain that it had something to do with the enclosures.
Enclosures? There was only one, the Publisher’s letter, and that was correct.
I despaired over what the problem could possibly be. The
consultant suggested I chat to a tax expert. Been there, done that, and he, too, could not see any problem with my
application. But, what choice did I have, so I held on again for what
seemed forever to be put through to the tax consultant. Perhaps I’d get lucky
and get the same man I’d spoken to before. He was nice. Like it mattered. Like
he’d remember me.
Mr. Right (name withheld to protect his identity from other desperate international authors) was even better than Tax Expert No. 1. He,
too, couldn’t see a reason for my application being rejected.
“I’ll email the IRS in Houston and request them to issue
your number,” he said and I couldn’t help wondering whether if his email would
begin with, “Houston, we have a problem.” Promising that either he or Houston
would get back to me within ten working days, we cut the call. Would this ninety minutes on the phone between
South Africa and America bring some dividends?
A week later, I was scanning all my application attempts to
send to Dianne, another South African Pelican Book Group author who was also
trying to obtain her ITIN. She, too, was on her third or fourth attempt.
Perhaps together we could figure out what they wanted from us. I also needed to
check whether I’d perhaps made an error and sent the 2013 Publisher’s letter
instead of the 2014 one. Maybe that’s why they’d rejected my application for a
fourth time. Maybe I was at fault.
I wasn’t.
Another week passed. I’d all but forgotten about Mr. Right’s
promise to get back to me. On this particular November Friday afternoon, almost
a year after I’d started the ITIN application process, I got an email from
Dianne telling me she’d spent two hours on the phone to the USA a few days before
and had spoken to a very helpful tax expert who had told Dianne to do ‘this and
that, tick that block and this one.’ I’d already done ‘this and that, ticked
both required blocks’ second time around, and been rejected for it.
What were Dianne and I to do?
I walked out of work and said, "Lord, I give up. Unless
you get me this number, I'm not going to get it." Not a half hour later my
cellphone rang. Caller ID indicated someone in Philadelphia, USA. I didn’t know
anyone there.
"Mrs. Ueckermann, it’s Mr. Right. I have your ITIN number." When he went on to tell me that
even he was surprised to have received the number, that this was a first, I
knew this was a God-thing and nothing short of a miracle. Even before I’d
cried, God had intervened.
I immediately sent the number to my Publisher, along with my
W8-BEN application, the next part of the process. Bracing myself for this to
possibly take equally long, I was totally thrown when the Editor-in-Chief
advised me that the W8-BEN application was fast, painless and immediate.
I still received another two rejection letters in the mail
from the IRS, both dated before my conversation with my new Tax Expert hero. Thanks
to the nationwide postal strike that had endured for months in South Africa, I
received these three and six months after the date stamps on the envelopes.
Four months after Mr. Right gave me the news that set me off
doing the happy dance, and nearly sixteen months since I first started the
application process, I received another envelope with the familiar IRS
postmark. But this letter looks different. I open it. This one is different. Folded inside I found my
official ITIN document.
Finally, it is real.
My Editor-in-Chief asked me way back if I would document how
I got my ITIN once I received it. I really don’t know what to write. What steps
would I put except: Step 1—Pray for a miracle. Perhaps I’ll just give her the
link to this blog post.
MARION UECKERMANN's passion for writing was sparked in 2001
when she moved to Ireland with her husband and two sons. Since then she has
published devotional articles and stories in Winners, The One Year Devotional
of Joy and Laughter, Chicken Soup for the Soul:
Miraculous Messages from Heaven, and her debut novella, Helsinki Sunrise (White
Rose Publishing, a Pelican Book Group imprint, Passport to Romance series). Her
second Passport to Romance novella, Oslo Overtures, releases August 14, 2015.
Marion blogs for International Christian Fiction Writers, Beauty for Ashes and
Inspy Romance. She lives in Pretoria East, South Africa in an empty
nest with her husband and their crazy black Scottie, Wally.
Sorry to hear about your troubles.
ReplyDeleteFortunately, it seems the process has now been made much simpler: most people can now use their home country tax number instead of getting an ITIN.
http://catherineryanhoward.com/2012/02/24/non-us-self-publisher-tax-issues-dont-need-to-be-taxing/
Marion, I know EXACTLY what you went through. Same exact problem as a Canadian. It took forever. And the best was speaking to 15 different people and none of them understood that I was an author, being published in the US. It was awesome. But then it all finally worked out.
ReplyDeleteI remember those days as they were happening. It was exasperating, trying, frustrating and just plain no fun. So glad you got the ITIN.
ReplyDeleteHi Marion. I'm in month four and attempt #2 in the process (and $100+ in courier fees poorer). I do know exactly what I did wrong in attempt #1 (no letter from my publisher) but I'm am absolutely dead certain that everything they can possibly need is in attempt #2. After hearing about your experience I've decided that if attempt #2 if unsuccessful I'm going to be going to the only IRS approved accountant/agent in my city, paying through the nose and asking them to make the application for me. I can't afford to wait another 12 months for my advance (or the phone bills that will come from 90 minute calls from the NZ to the US!)
ReplyDeleteI paid an agent and was still rejected! I took it back to the agent, who corrected the form, free of charge -- as he should have.
DeleteCongrats, Marion!! Did Dianne get hers?
ReplyDeleteHi Valerie - I am waiting for my 4th rejection at the moment :D Once I've heard from them, I have a different plan of attack. I'll let you all know how it turned out!
DeleteNow you have the form the next question is - when do you get paid????
ReplyDeleteMarion, I'm sorry the process has been so difficult for you. How to get paid from Amazon is on my to-do list, but I'm going to look into the EIN option. Valerie wrote a helpful post here on our blog that outlined the process (by memory it was one phone call to the US) and the link Iola shared is also a good resource.
ReplyDelete