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 ResidencyGST Tax Overview: Reporting, Exemption, and Rates for 2025
GST tax hits transfers that skip a generation—direct gifts to grandchildren, trust payouts, or terminations. 2025 exemption is about $13.99M; excess taxed at 40%. Report on Form 709 (gifts) or…
Understanding Gift Tax and Form 709: 2025 Exclusions and Exemptions
Gifts without equal return may be taxable and must be reported on Form 709 when they exceed the…
Understanding Gift Tax Exemptions and Deductions in 2025
Follow a four-step approach: try exempt transfers (medical, tuition, political), use the annual exclusion ($18,000 in 2025), then…
Understanding the 2024 Annual Gift Tax Exclusion and Gift Splitting
In 2024, donors can give $18,000 per recipient tax‑free if it’s a present interest; married couples can jointly…
Taxable Estate Deductions: Funeral, Debts, Admin Costs, Marital
Claim allowable deductions—funeral, debts, administrative, marital (with QDOT for non‑citizen spouses), charitable, state taxes, casualty—to lower the taxable…
Understanding the 2025 Unified Credit in Estate Tax Calculations
The 2025 estate tax exclusion is $13.61 million per person with a 40% top rate. Executors compute taxable…
Filing Form 706: Estate Tax Return Rules, Deadlines, and DSUE
In 2025, estate tax activity increased as families file Form 706 to lock in the $13.99 million exemption…
Understanding the Alternate Valuation Date: Six Months After Death
The alternate valuation date lets an estate value assets six months after death if it lowers both gross…
Gross Estate: FMV at Death and All Included Property
Gross estate equals the decedent’s fair market value interests at death, often leading to Form 706 reporting. Key…
GST Tax Essentials: Rates, Exemptions, and Filing for 2024–2025
The GST tax remains a separate 40% levy with a $13,610,000 (2024) exclusion still effective as of Oct…