Taxes
Tax filing requirements for immigrants, visa holders, expats, and NRIs. Covers 2026 brackets, treaty benefits, FBAR and FATCA compliance, ITIN applications, and state tax obligations for non-residents.
Top questions about Taxes
Answers from VisaVerge guidesWhat is the main U.S. federal filing deadline for India-to-U.S. movers in 2026 tax year?
April 15, 2027 is the main U.S. federal filing deadline for many India-to-U.S. movers reporting both Indian and U.S. income for tax year 2026.
Read: RNOR vs ROR in India: Navigating DTAA in Mid-Year MigrationWhat are the implications of not updating tax residency for Indian citizens moving to Canada or the U.S. in 2025?
People who keep old statuses can be treated as full residents in two places at the same time, leading to dual taxation until they correct their records.
Read: Indian Tax Residency 2025: 182/60-Day Rules and Update ImplicationsHow does tax residency status affect H-1B visa holders for the 2025 tax year?
H-1B visa holders may be resident aliens, nonresident aliens, or dual-status filers based on their days of presence in the United States during 2025 and prior years, which impacts how they file taxes and what income is taxable.
Read: H-1B Visa Holders Face Substantial Presence Test in 2026. When Are They Resident Aliens?How does this affect U.S. immigration and tax filings for NRIs?
U.S. tax residents with India activity like property or frequent cash movements may need to report these assets under IRS rules, including FBAR and Form 8938 filings.
Read: Union Budget 2026-27 Sets 30% Tax Rate on Unexplained Income in Cash Credits and InvestmentsWhat should NRIs do to comply with tax residency rules for FY 2025-26?
NRIs must document their entry/exit dates to determine 182-day residency under Section 6 and report and pay tax on Indian-sourced income accordingly.
Read: NRI Tax Residency 2025-26: 120-Day Rule and Deemed ResidencyHundreds of Thousands Face Tax Refund Delays as IRS Staffing Shortfalls Hit April 15
IRS staffing shortages are slowing 2026 tax return processing and refund delivery. TIGTA says the agency has lost about 19,000 workers since 2021, while...
CBDT Issues Notification No. 56/2026 for India-Japan Tax Recovery Pact Mou
India and Japan formalize a reciprocal tax recovery pact via Notification No. 56/2026, allowing mutual assistance for collecting…
IRS Uses Substantial Presence Test to Determine Tax Residency with Homeland Security Data
Learn how the 2026 Substantial Presence Test determines U.S. tax residency through a 3-year weighted formula and impacts…
$2.56 Million Section 179 Deduction Tops 2026 Equipment Tax Rules in IRS Pub 946
Maximize 2026 tax savings with Section 179 and Bonus Depreciation. Learn the $2.56M limits and 100% deduction rules…
California Exempts Social Security from State Tax, Tightens Foreign Asset Rules
Guide for California immigrants on 2026 tax rules, including federal senior deductions, state Social Security exemptions, and foreign…
FICA Exemption for OPT and CPT Workers: How to Claim a Refund on Tax Filing
F-1 students must file 2026 taxes by April 15, 2027. Ensure FICA tax exemptions are applied and FBAR…
Indian Students and Researchers Can Claim Standard Deduction Under U.S.-India Tax Treaty Article 21
Essential guide for Indian students and researchers on claiming 2026 U.S. tax treaty benefits, including standard deductions and…
2026 J-1 Visa Tax Return Guide for 1.5 Million Exchange Visitors, Au Pairs, Scholars
J-1 visa tax guide for 2026: Learn how to file Form 8843 and 1040-NR, determine residency, and avoid…
FBAR and FATCA Form 8938 Reporting Rules Change April 1, 2026
USCIS now links FBAR/FATCA financial reporting to immigration vetting for 2026. Ensure foreign account disclosures are accurate to…
Understanding the Substantial Presence Test: Resident Alien or Non-Resident Alien for Taxes
Learn how to determine your 2026 U.S. tax status, calculate the Substantial Presence Test, and choose between Form…