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 ResidencyPortability of DSUE: Essentials of the Deceased Spousal Election
Survivors can use DSUE only if the spouse died on/after Jan 1, 2011, was a U.S. citizen/resident, and the executor filed Form 706 electing portability. DSUE comes from your last…
Estate Tax Form 706: 2024 Exclusion, Credit, and Rates
Estates for 2024 deaths must file Form 706 if taxable estate plus lifetime taxable gifts exceed $13,610,000. Filing…
Understanding IRS Refund Claims: Deadlines, Extensions, and 1040-X
Refund claims must be filed by the later of three years from filing or two years from payment.…
Joint and Several Liability: Relief Options for Married Taxpayers
Filing jointly creates full shared liability. Use Form 8857 for tax understating issues (innocent, separated, equitable relief). Use…
Overpayment Decisions: Apply to Next Year or Request a Refund
Overpayments can be applied to next year, refunded, or split; attach Form 8888 to divide refunds or buy…
IRS Payment Plans: Short-Term Relief and Installment Options
IRS payment plans include short-term (180 days, no user fee) and long-term installment agreements (monthly payments). Streamlined plans…
Understanding Balance Due, Payment Options, and CNC Status
If total tax exceeds payments, taxpayers owe a balance due by April 15 to avoid penalties. File on…
Overview of Federal Withholding and Estimated Tax for Individuals
Pay federal tax during the year via withholding (Form W-4/W-4P) or quarterly estimated payments (Form 1040-ES). Deadlines are…
Understanding Tax Filing Deadlines and Extensions for Individuals
Tax returns are due April 15; Form 4868 filed by that date grants a six-month filing extension to…
Disallowance Rules for EIC, CTC, and AOTC: When 8862 Is Required
The IRS issues Disallowances for non-math denials of EIC, AOTC, CTC/ACTC/ODC, blocking claims for 2 years for reckless…