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.
Navigating 2025 U.S. Tax Filing: Immigration Status and Compliance
The 2025 U.S. tax guide for international workers and students explains that tax residency, determined by the Substantial Presence Test or Green Card status, governs filing duties. Residents report global…
IRS Clarifies HSA Rules Under the One Big Beautiful Bill Act
IRS Notice 2026-05 clarifies new HSA eligibility rules under the OBBBA. Key updates include permanent telehealth safe harbors…
2026 Capital Gains Tax Rates and Brackets by Filing Status
The IRS 2026 capital gains tax rates of 0%, 15%, and 20% apply to assets held over one…
New York State 2026 Income Tax Rates and Bracket Updates
New York State will reduce its five lowest income tax rates by 0.1% in 2026, with top rates…
Michigan 2026 Income Tax: Flat 4.25% Rate and Deductions
Michigan will apply a 4.25% flat income tax rate in 2026. This straightforward system applies to residents and…
States That Won’t Tax Your 401(k) in 2026: 13 Destinations
In 2026, 13 states including Florida, Texas, and newly tax-exempt New Hampshire will not tax 401(k) distributions. This…
2026 Gift Tax Exclusion: $19,000 per Recipient, $38,000 for Married Couples
The 2026 gift tax exclusion is set at $19,000 per recipient, or $38,000 for married couples. Gifts to…
Iowa 2026 Tax Rates: Flat 3.8% on All Taxable Income
Iowa is adopting a 3.8% flat income tax rate for 2026. Immigrant workers and international students must ensure…
Arizona 2026 Income Tax: Flat 2.5% Rate and Deadline
Arizona’s 2026 tax year features a consistent 2.5% flat rate. While the calculation is simple, taxpayers must correctly…
H-1B Retirement Strategy: 401(k), Roth IRA, and the Exit Tax Trap
If you’re working in the United States on an H-1B visa, you’ve likely encountered a puzzling financial reality:…