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 ResidencySell or Hold Foreign Mutual Funds: A Practical Guide for Immigrants
Foreign mutual funds are classified as PFICs by the IRS, requiring complex annual reporting via Form 8621 for U.S. tax residents. This guide for the 2026 tax year explains how…
India Tax Ruling on Mauritius Investments Shakes Global Investor Confidence
India's Supreme Court has ruled that Tax Residency Certificates are no longer sufficient for treaty benefits if an…
Direct Foreign Stocks: Safer, Simpler U.S. Tax Path for Immigrants
The 2026 U.S. tax guide for immigrants clarifies the reporting differences between direct stocks and pooled investments. It…
PFIC Tax Traps for Immigrants and NRIs: Real Examples and Alternatives
Owning non-U.S. mutual funds as a U.S. tax resident creates significant reporting burdens under the PFIC regime. Shareholders…
NRIs in the UAE: Tax-Free Income, Real Estate Growth, and Residency
The UAE offers significant local tax advantages, including no personal income or capital gains tax. However, for U.S.…
2026 401(k) Contribution Limits: How Much You Can Defer
IRS 2026 retirement limits are increasing, with 401(k) deferrals reaching $24,500 and total additions hitting $72,000. For immigrants,…
North Carolina 2026 Tax Rates: 3.99% Flat Income Tax Explained
North Carolina will adopt a 3.99% flat income tax rate in 2026. For new residents and immigrants, understanding…
Canada NRI Investment Playbook: Residency Tax and Cross-Border Planning
For NRIs moving to Canada, tax residency is defined by residential ties, not just citizenship. Once a resident,…
NRI Investment Playbook: Navigating UK Residency and Tax Changes
Navigating UK and U.S. tax residency is complex for NRIs. The UK uses the SRT to tax worldwide…
Missouri 2026 Tax Rates and Brackets: What Filers Need to Know
Missouri’s 2026 tax rules feature progressive rates up to 4.70%. For immigrants, filing correctly with an SSN or…