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 ResidencyTCJA Suspension: Moving Expense Deduction Rules and Military Exception
Moving expense deductions are unavailable to civilians through 2025 and permanently repealed for non-military taxpayers from 2026; active-duty members with PCS orders retain deductible moving benefits and exclusions for in-kind…
2024 Educator Expense Deduction Rules and Qualified Expenses Explained
The Educator Expense Deduction stays at $300 and the Student Loan Interest Deduction remains up to $2,500 for…
Roth IRA Contribution Limits, MAGI Phases and 2024 Thresholds Explained
2024 Roth IRA eligibility depends on MAGI and filing status, with phase-outs for singles ($146k–$161k) and joint filers…
IRA Contribution Limits Hold at $7,000/$8,000 for 2024-2025
IRS held IRA limits at $7,000 (under 50) and $8,000 (50+) for 2024–2025; contributions are limited by the…
IRA Contribution Deadlines and 2025 Limits: Stay on Track
The 2025 IRA contribution window closes April 15, 2026. Savers can contribute up to $7,000 ($8,000 if 50+).…
What Counts as Compensation for IRA Contributions and Exceptions
In 2025, IRA contributions still require taxable earned income—compensation—with limits of $7,000/$8,000. Combat pay qualifies; excluded foreign earned…
2026 Spousal IRA Rules: Contribution Limits, MAGI Phaseouts, and Eligibility
For 2025, spouses filing jointly can use the spousal IRA: $7,000 each under 50, $8,000 if 50+. Full…
How Self‑Employed Taxpayers Compute Compensation for SEP Contributions
For 2025 SEP calculations, reduce net self‑employment earnings by 7.65% employer‑equivalent tax, then apply adjusted rate (rate ÷…
2025 SIMPLE Plan Limits: $16,500 Base and SECURE Act Increases
For 2025, SIMPLE plans get higher deferral limits: $16,500 base, $3,500 catch-up (50+), and a $5,250 special catch-up…
Health Savings Account (HSA) Basics: Eligibility, Contributions, Limits
Contribute only if you had an HSA-eligible HDHP on the first day of the month, no other disqualifying…