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...
Your H-1B Visa Doesn’t Exempt You from PFIC Penalties, Here’s Why A common misconception among the Indian H-1B community is that because they are “non-immigrants” or “temporary workers,” their...
ULIPs vs. Mutual Funds – US Tax Differences In India, Unit Linked Insurance Plans (ULIPs) are often marketed as a superior alternative to Mutual Funds because they provide a...
Redeemed Indian Mutual Funds – Do I Owe US Tax? If you redeemed (sold) units of an Indian mutual fund in 2025, you likely noticed that your Indian broker...
Long-Term vs. Short-Term Gains on Indian MFs – US Tax View In the Indian tax system, the distinction between Short-Term Capital Gains (STCG) and Long-Term Capital Gains (LTCG) is...
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...