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,...
Dual-Status Tax Year 2026: Reporting Indian MFs & PFICs A Dual-Status year occurs when you transition between being a Non-Resident Alien (NRA) and a Resident Alien (RA) within the...
Gifted Indian Mutual Funds From Parents – IRS Treatment In 2026, receiving a gift of mutual funds from parents in India is a generous gesture that carries heavy U.S....
US Resident Alien Status – Must I Disclose HDFC Mutual Funds? If you are a Resident Alien (H1B, L1, or Green Card holder) in 2026, the short answer is...
New US Resident Guide Moving to the U.S. involves more than just a new job and a social security number, it triggers a massive shift in how your Indian...
Married to a US Citizen? 2026 Guide to Reporting Indian Assets Marrying a U.S. citizen often triggers the “6013(g) Election,” a choice that allows you to be treated as...
Sold HDFC Mutual Funds After Getting Green Card – How to Report It? For a new Green Card holder in 2026, selling an Indian mutual fund like HDFC Top...