FBAR, FATCA & PFIC Three reporting regimes. Twelve asset categories. One table that tells you exactly where your Indian holdings land — and what filings they trigger. For NRIs...
Taxation of Reinvestment Dividends for Indian MFs Many Indian mutual funds offer a “Dividend Reinvestment” option where profits are automatically used to purchase more units of the fund rather...
How to Handle Switch Transactions Between Indian Mutual Funds In the Indian market, a “switch” transaction is often marketed as a seamless way to rebalance your portfolio, moving money...
Taxation of Capital Gains From Indian Mutual Funds in the US For U.S. taxpayers (Citizens, Green Card holders, and Residents), Indian mutual funds are the ultimate “tax trap.” While...
Taxation of Indian Mutual Funds in the U.S. for H-1B Visa Holders For H-1B visa holders, the transition from being an Indian tax resident to a U.S. tax resident...
How Much Could You Owe the IRS on Your Indian Mutual Funds? Most Indian NRIs believe their mutual fund gains are taxed at the standard U.S. long-term capital gains...
PFIC Reporting Made Easy For most Indian NRIs, IRS Form 8621 is the most intimidating part of the U.S. tax return. However, with the right documentation and a clear...
Why Indian Mutual Funds Are a Red Flag for the IRS In the 2026 tax landscape, the days of “flying under the radar” with Indian investments are officially over....
PFIC 101 for Indians in the U.S.: Stop Ignoring This IRS Rule If you are an Indian citizen on an H-1B/L-1 visa, a Green Card holder, or a U.S....
How to Report ICICI Prudential Mutual Funds to the IRS ICICI Prudential is one of India’s largest Asset Management Companies (AMCs), but for a U.S. tax resident in 2026,...