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 ResidencyBackdoor Roth IRA Mastery for High-Net-Worth Portfolios (2025–26)
The Backdoor Roth IRA allows high earners to bypass IRS income limits through a two-step contribution and conversion process. For 2025 and 2026, savers can contribute between $7,000 and $8,600…
Global 401(k) Strategies for Foreign Nationals, 2025–2026 Limits
Foreign nationals should prepare for 401(k) limit increases and new SECURE 2.0 regulations in 2025–2026. While savings opportunities…
New Hampshire Announces No Personal Income Tax for 2026
New Hampshire will have no state income tax on wages or investments in 2026. While the Interest and…
Long-Term Tax Inefficiencies Caused by U.S. Immigration Backlogs
Immigration backlogs are turning temporary stays into long-term tax liabilities. Because the IRS uses physical presence to determine…
FBAR Penalties Matter Even Without Tax Due: What You Need to Know
FBAR is a reporting requirement for U.S. residents with foreign bank accounts exceeding $10,000. It is separate from…
How State Taxes Undermine Federal Treaty Benefits for Immigrants
Federal tax treaties can reduce federal taxes to zero, but many U.S. states do not recognize these benefits.…
New Jersey 2026 Tax Rates and Brackets Explained for Individual Filers
New Jersey's 2026 income tax uses a graduated system with marginal rates from 1.4% to 10.75%. Individuals earning…
Idaho 2026 State Income Tax: 5.3% Flat Rate and Brackets
Idaho's new 5.3% flat income tax rate simplifies financial planning for 2026. While the rate is uniform, filing…
Indiana 2026 State Income Tax: Flat 2.95% Rate and Local Surtaxes
Starting January 2026, Indiana's flat state income tax rate decreases to 2.95%. This adjustment affects how much tax…
Kansas 2026 State Income Tax: Rates, Brackets, and How to Apply
Kansas keeps its 2018 graduated tax rates for 2026, featuring three brackets maxing out at 5.70%. Taxpayers should…