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 ResidencyIndia Eases PAN Application Rules for Foreign Portfolio Investors Under New Income-Tax Rules
India eases PAN rules for Foreign Portfolio Investors (FPIs) in 2026, allowing placeholder TINs and simplified signatory data to speed up market onboarding.
Supreme Court to Rule on Whether Dividend Distribution Tax Under Section 115-O Is on Dividend
India's Supreme Court to rule on DDT characterization, impacting 2026 U.S. foreign tax credits and international treaty claims…
New York Governor Announces State Will Join Education Freedom Tax Credit Program
New York plans to join the $1,700 federal Education Freedom Tax Credit program starting January 2027 to fund…
Ohio Entrepreneur Promises to Phase Out State Income Tax, Zero Tax Rate on Earnings
Vivek Ramaswamy proposes phasing out Ohio's income tax by 2026, starting with capital gains, despite a potential $10…
India Keeps Capital Gains Tax for Foreign Portfolio Investors Intact Under Finance Act 2024
India maintains existing FPI capital gains tax rates of 20% for short-term and 12.5% for long-term gains, ruling…
Income Tax Department Says Only TRACES-Downloaded Form 16, 16A Valid for Filing
India mandates TRACES-only Form 16/16A for 2026 tax filings. Authenticated certificates are now required for both domestic compliance…
IRS Increases Overtime by $27M as Refund Fraud Surges, Watchdog Reports
A May 2026 TIGTA report reveals a $27M spike in IRS overtime and critical delays in stopping refund…
IRS Struggles to Stop Refund Fraud as Information Returns Arrive Too Late
The IRS faces challenges stopping refund fraud as third-party wage data often arrives after payments are issued, prompting…
U.S. Taxpayers with Indian NRE Bank Interest Must Use Form 1040-X to Amend Returns
Learn how to correct missed Indian bank interest on U.S. tax returns, including NRE/NRO accounts, FBAR rules, and…
CP14 Notice Means Tax Due. Visa Holders and Students Should Check Withholding and Treaty Claims
The CP14 is the first billing notice the IRS sends for unpaid taxes. Verify your records and the…