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 MigrationHow 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?What 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 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 ResidencyIncome-Tax Act, 2025 Redefines Charitable Trusts as Registered Non-Profit Organisations
India's 2026 tax framework consolidates non-profit rules into the RNPO category, requiring new registrations under Section 332 and donor approval via...
Social Security Benefits for Foreign-Born Residents
Key Takeaways Foreign-born workers need 40 credits for Social Security retirement, with one credit costing $1,890 in 2026…
Maximizing 199A Benefits Through Strategic Property Investments
Key Takeaways Section 199A lets real estate investors deduct 20% of qualified rental income, now permanent after the…
Income-Tax Act Tightens Loss Carry-Forwards Under Section 79 and New Section 119
India's 2025 Income-tax Act mandates 51% voting power continuity for loss carry-forwards, with key reliefs for startups, family…
U.S. Taxes for Retirees with Foreign Income: FEIE, Pensions and Totalization
Key Takeaways The FEIE for 2026 is $132,900 per person, but it applies only to earned income from…
India Exempts Foreign Institutional Investors, BIS from Tax on Government Securities
India exempts FIIs from tax on government securities via a 2026 ordinance to attract foreign capital, stabilize the…
Ohio House Approves Bill 503 to Safeguard Voter Control Over Tax Reciprocity Credits
Ohio House Bill 503 mandates voter approval for municipal income tax reciprocity credit changes, retroactive to August 2025,…
Late-Year H-1B Worker Faces Payroll Withholding, but Substantial Presence Test Guides Form 1040 Filing
H-1B workers must use the Substantial Presence Test, not W-2 withholding, to determine if they file Form 1040…
Nris, H-1B Workers, Green Card Holders Face Year-Round U.S. Tax Rules. Stay Organized
A 2026 month-by-month tax checklist for NRIs and H-1B workers to manage global income, residency status, and documentation…
Immigration Sponsors Need IRS Tax Transcripts to Prove Income on Form I-864 Affidavit
Learn why IRS tax transcripts are vital for immigration, the different types available, and how to request them…