Expert NRI Insights

NRI Knowledge Hub

In-depth guides on property, legal, taxation, and incorporation for NRIs worldwide.

US Tax Filing Extensions — Options for NRIs
Taxation

US Tax Filing Extensions — Options for NRIs

Form 4868 vs automatic 2-month extension, FBAR extension, when to request each, penalties for late filing.

Schedule B Foreign Accounts Question — What NRIs Must Disclose
Taxation

Schedule B Foreign Accounts Question — What NRIs Must Disclose

Schedule B Part III asks about foreign accounts. Answer incorrectly and FBAR penalty exposure expands.

NRI Death and Estate Tax — US, India Coordination
Taxation

NRI Death and Estate Tax — US, India Coordination

When an NRI dies: US estate tax thresholds, Form 706, Indian succession, estate planning to minimize tax.

How to File US Tax Return From India — Step by Step
Taxation

How to File US Tax Return From India — Step by Step

Practical step-by-step guide for NRIs in India filing US tax returns: documents, deadlines, e-filing, ITIN, payment options.

Indian Parents on Dependent Visa — US Tax for Their Income
Taxation

Indian Parents on Dependent Visa — US Tax for Their Income

Indian parents visiting US on B1/B2 or moving on dependent visa: when they become US tax residents, what they must file.

NRI Investment in US Stocks — Tax Treatment
Taxation

NRI Investment in US Stocks — Tax Treatment

Indian residents investing in US stocks: dividend WHT, capital gains tax in India, FTC, LRS compliance.

Child Born in US — Indian Tax Issues for the Family
Taxation

Child Born in US — Indian Tax Issues for the Family

Your child born in US is a US citizen automatically. Tax issues: SSN, India PIO/OCI, future US tax obligations.

Form 5471 — Categories of Filers Explained for NRIs
Taxation

Form 5471 — Categories of Filers Explained for NRIs

Form 5471 has 5 categories of filers. Which applies to NRIs with Indian Pvt Ltd, LLPs, branches.

NRI Divorce — US and India Tax Implications
Taxation

NRI Divorce — US and India Tax Implications

Cross-border divorce tax: alimony, property settlement, filing status change, child custody and credits.

Subpart F Income — When CFC Earnings Are Immediately US-Taxed
Taxation

Subpart F Income — When CFC Earnings Are Immediately US-Taxed

Subpart F vs GILTI: passive CFC income types, anti-deferral rules, planning strategies for NRI business owners.

Form 8621 PFIC Elections — QEF vs MTM vs Default
Taxation

Form 8621 PFIC Elections — QEF vs MTM vs Default

Deep dive into Form 8621 elections for Indian mutual funds: QEF, Mark-to-Market, and default §1291 regime.

NRI Marriage — Cross-Border Tax Planning for Couples
Taxation

NRI Marriage — Cross-Border Tax Planning for Couples

Tax planning when one spouse is in India and one in US: filing status, ITIN, MFJ election, joint vs separate strategy.