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
ESPP and Stock Options: When Salary Becomes Capital Gains
Equity pay shifts tax character across stages: ESPP discounts and NSO bargain elements taxable as ordinary income at purchase/exercise; sales become capital gains. Cross-border moves between the U.S. and India…
India–U.S. Tax Reporting: A Practical Guide to Avoid Double Taxation
Differences in residency rules and tax years can cause double taxation for Indians in the U.S. The DTAA…
India–U.S. Tax Reporting: Avoiding Double Taxation and Documentation
Differing residency rules and fiscal years between India and the U.S. often create double‑taxation risks. Claiming foreign tax…
RSUs Vesting Across Borders: Tax Sourcing and Withholding Gaps
RSU vests after relocation create split sourcing: countries tax portions based on workdays between grant and vest. Withholding…
Tax Checklist for Indian Remote Workers Employed by U.S. Companies
Services physically performed in India by non-U.S. tax residents are usually taxable only in India. Use contracts, location…
Tax Checklist for F-1/OPT Students with Indian Bank Accounts
F-1 students usually remain nonresident aliens for five years and must file Form 8843; earning U.S. income requires…
Cross-Border Gift and Inheritance Planning for U.S. Indian Assets
As 2025 U.S. gift thresholds approach, Indian-origin families must coordinate U.S. donor-based gift rules with India’s capital gains…
U.S. Taxes for Remote India Work: Guide for H-1B, F-1, GC
Working from India for U.S. employers can trigger U.S. and Indian tax obligations. U.S. residents/citizens must file Form…
U.S. Taxpayer with Indian Assets: Estate Tax and FBAR Rules
Indian accounts, real estate and shares are included in the U.S. gross estate for deceased U.S. citizens and…
When Indian Tax Exceeds U.S. Tax: Maximize FTC Benefits
If India tax on the same income is higher than U.S. tax, taxpayers can claim the Foreign Tax…