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 Residency
German Government Plans to Roll Back 2024 Flight Tax Hike
Germany’s coalition government plans to undo a 20% aviation tax hike imposed in 2024, aiming for lower airfares, restored routes, and stronger airport competitiveness. The rollback is under negotiation for…
Understanding the SECURE Act’s 10-Year Rule for Inherited IRAs After 2019
Inherited IRAs after December 31, 2019, require most beneficiaries to withdraw funds within 10 years. Eligible designated beneficiaries…
Inherited IRA Rules for Pre-2020 Deaths Under Pre-SECURE Act
Pre-2020 inherited IRAs follow stretch IRA rules, letting beneficiaries use life expectancy for RMDs and sometimes the Five-year…
Understanding Inherited IRA Distributions and Tax Implications at Death
Inherited IRA rules changed under the SECURE Acts, requiring most beneficiaries to empty accounts within 10 years. Annual…
Understanding Prohibited Transactions Between Plans and Disqualified Persons
As of 2025, IRS and DOL increased enforcement on prohibited retirement plan transactions. Immigrants and fiduciaries must avoid…
Understanding Distributions of Employer Securities and NUA Tax Benefits
As of July 2025, NUA rules enable tax-deferral benefits for employer securities in qualified plans only through lump-sum…
Understanding Qualified Health Savings Account Funding Distribution Rules
IRS rules for qualified HSA funding distributions in 2025-2026 raise limits and enforce a strict 12-month eligibility test.…
Understanding Qualified Charitable Distributions and SECURE 2.0 Updates
Recent SECURE 2.0 changes lift annual IRA charitable gifting limits and add split-interest gift options. QCDs still require…
2025 Capital Gains Tax Amendments in India and USA: Rates and Rules
India's 2025 capital gains tax updates include a higher 20% short-term equities rate and extended exemptions for sovereign…
How After-Tax Basis and Form 8606 Affect IRA, Pension, and Annuity Taxes
Learn how to track after-tax basis in IRAs and pensions using Form 8606 to prevent double taxation on…