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 ResidencyOptimal Strategy for India Retirement Corpus After US Savings
Combine US retirement accounts with an India-focused corpus built via SIPs into diversified equities, step-up contributions, NPS, debt funds and small gold allocations. Use NRE/NRO-demat structures, coordinate taxes, adopt a…
US-India Tax Treaty: Implications for Avoiding Double Taxation
The US‑India treaty assigns taxing rights by income type and prevents double taxation via credits or exemptions. Residence…
Coordinating Retirement Planning Across Two Countries: Tax-Efficient Withdrawal Strategies
Follow an eight‑step cross‑border retirement playbook: map tax treaties, inventory accounts, sequence withdrawals, manage currency, confirm residency and…
US Tax Filing: Partial-Year Departure and Future Years with FBAR
Moving abroad does not suspend U.S. tax filing: file Form 1040 reporting worldwide income. Consider FEIE (Form 2555)…
Cross-Border Tax Planning for a Transition Year with Dual Income
To reduce transition-year double taxation, prove precise residency dates, check treaties for your income types, and document foreign…
Modi Announces Income Tax Relief, GST Cuts; Rs 2.5 Lakh Cr Savings
From September 22, 2025, India makes income up to ₹12 lakh tax-free and remaps GST to 5%, 18%,…
No evidence of Microsoft staff mass return amid H-1B policy shifts
The Trump administration proposed a $100,000 H‑1B filing fee and a four‑year cap for many student stays. Implementation…
Trump’s $100,000 H-1B Fee Triggers Tech Stock Reactions
A presidential proclamation imposes a $100,000 annual fee on new H-1B filings from September 21, 2025, triggering market…
US-India Totalisation Pact Remains Unratified, Billions at Stake
Without a totalisation agreement, many Indian professionals in the U.S. pay Social Security taxes but risk losing benefits…
Canada Child Benefit Payment Arrives September 19, 2025
The Canada Child Benefit on September 19, 2025, will include a 2.8% inflation adjustment. Max monthly rates: $666.42…