All guides and expert articles for us tax return — written by our NRI legal team.
Complete guide for NRIs on 401(k) taxation in India, including RNOR window, DTAA benefits, Section 89A, withdrawal rules, and tax-saving strategies.
Non-willful FBAR or Form 8938 omissions? Streamlined Foreign Offshore Procedure: eligibility, years to file, certification, and CPA-led remediation.
Claim US Foreign Tax Credit for Indian taxes paid: Form 1116, Form 67, TDS on rent/salary, capital gains, and common FTC mistakes on DIY returns.
First or last year in the US? Dual-status 1040 rules, India residency overlap, treaty tie-breakers, and coordinating Form 1116 with Indian ITR.
How NRIs receive US tax refunds in India: direct deposit, paper check, processing times, common delays.
Got CP2000 from IRS? Step-by-step response strategy, common NRI scenarios, deadlines, and when to accept vs contest
How to apply for ITIN for non-US-resident spouse or dependents. Form W-7, passport rules, common rejection reasons.
State tax residency rules for NRIs in CA, NY, NJ. Domicile vs statutory residency, allocation, exit planning.
Indian resident starting a US LLC: pass-through tax, India treatment, FEMA, ODI compliance, US filings.
The 12-month window before moving back to India is the most tax-impactful. RSU vests, asset sales, Green Card timing.
US person sending money to Indian children: US gift tax rules, Form 709, Indian tax exemption, annual exclusions.
Form 4868 vs automatic 2-month extension, FBAR extension, when to request each, penalties for late filing.
Schedule B Part III asks about foreign accounts. Answer incorrectly and FBAR penalty exposure expands.
When an NRI dies: US estate tax thresholds, Form 706, Indian succession, estate planning to minimize tax.
Practical step-by-step guide for NRIs in India filing US tax returns: documents, deadlines, e-filing, ITIN, payment options.
Indian parents visiting US on B1/B2 or moving on dependent visa: when they become US tax residents, what they must file.
Indian residents investing in US stocks: dividend WHT, capital gains tax in India, FTC, LRS compliance.
Your child born in US is a US citizen automatically. Tax issues: SSN, India PIO/OCI, future US tax obligations.
Form 5471 has 5 categories of filers. Which applies to NRIs with Indian Pvt Ltd, LLPs, branches.
Cross-border divorce tax: alimony, property settlement, filing status change, child custody and credits.
Subpart F vs GILTI: passive CFC income types, anti-deferral rules, planning strategies for NRI business owners.
Deep dive into Form 8621 elections for Indian mutual funds: QEF, Mark-to-Market, and default §1291 regime.
Tax planning when one spouse is in India and one in US: filing status, ITIN, MFJ election, joint vs separate strategy.
GILTI explained: how it taxes US persons on their Indian company's earnings, §962 election, FTC, planning strategies.
Multiple IRS voluntary disclosure programs exist. Streamlined, DIIRSP, OVDP — which fits your situation.
US person owning Indian Pvt Ltd: Form 5471, GILTI, Subpart F, ODI, transfer pricing, dividend repatriation.
Section 877A imposes mark-to-market exit tax on covered expatriates. How it's calculated, exclusions, payment options.
Complete checklist for Green Card surrender: Form I-407, Form 8854, Exit Tax, last US return, Indian planning.
Form 8938 (Specified Foreign Financial Assets) — when required, thresholds for single/MFJ/abroad, and penalties.
Resident but Not Ordinarily Resident: who qualifies, what's exempt, how long it lasts, and how to optimize.
What is FATCA, what Indian banks report about you to the IRS, your disclosure obligations, and penalties.
Indian residents selling US property face FIRPTA withholding, US LTCG, and Indian tax. FTC, repatriation explained.
US tax when inheriting Indian property: step-up basis, Form 3520, rental income, future sale gain, succession steps.
Buyer's TDS obligation when purchasing from NRI seller. Rates, Form 26QB, Lower TDS Certificate, common errors.
Step-by-step guide for US-resident NRIs buying Indian property — funding, FEMA, registration, US disclosure.
PPF interest annually taxable in US, maturity tax-free in India. Form 8938, FBAR, accrual rules explained
Holding an OCI or PIO card doesn't change your US tax status. Why citizenship/Green Card drives US tax, not Indian status.
ESOPs granted in one country, vested in another. Indian and US tax treatment with FTC and DTAA.
F1 student converting to H1B mid-year? Your tax year is dual-status. Day counting, SPT, FICA, ITIN spouse — all explained.
Foreign Earned Income Exclusion needs you to pass one of two tests. Which is easier and when each applies for NRIs.
Indian parents sending money to US-resident children: gift tax, Form 3520 threshold, repatriation rules, planning tips.
Indian Income Tax defines NRI differently from RBI/FEMA. Days test, RNOR, ordinary resident — all rules explained.
Indian agricultural income exempt in India but fully taxable in US. Reporting, FX, and common myths.
How US tax residents are taxed selling Indian shares. LTCG vs STCG, India 12.5% rate, FTC, repatriation.
Indian dividends taxable in both countries. Qualified vs ordinary, DTAA rate, Form 1116 mechanics for US persons.
NRE accounts tax-free in India but fully taxable in US for US tax residents. The trap most NRIs miss.
You moved back to India but your RSUs keep vesting. How both countries tax it, FTC, workday allocation.
When you're tax resident of both India and US, the DTAA tiebreaker decides primary country. Article 4, Form 8833 explained
