US Citizens by Birth to Indian Parents: Do You Owe Back Reporting on Indian Mutual Funds? As a U.S. citizen by birth, you are a “U.S. person” for tax...
H1B Holders and ULIPs (Unit Linked Insurance Plans): What Counts as ‘Foreign’ the Moment You’re a US Tax Resident For H1B holders, transitioning to U.S. tax residency marks the...
H1B First-Year Filers: Do You Owe Reporting on ULIPs (Unit Linked Insurance Plans) You Held Before Moving to the US? Many H1B professionals move to the U.S. with existing...
H1B to Green Card Transition: How Reporting Obligations on ULIPs (Unit Linked Insurance Plans) Change Transitioning from an H-1B visa to a Green Card marks a significant shift in...
H1B Dual-Status Year Filing: Where ULIPs (Unit Linked Insurance Plans) Fit on Your First US Tax Return Your first year as an H-1B visa holder often results in “dual-status”...
OPT/STEM Extension Workers with Indian Mutual Funds: Nonresident vs. Resident Alien Reporting Transitioning from a student to a professional on OPT or the STEM extension often brings you to...
US Citizens Who Inherited Indian Mutual Funds in India: Reporting Triggers You Didn’t Expect Receiving an inheritance of Indian mutual funds is a significant financial event that often brings...
F1/OPT Students and Indian Mutual Funds: Are You Even a US Tax Resident Yet? For many F1 and OPT students, the confusion regarding U.S. tax residency is the most...
F1 Students on CPT/OPT: Common Myths About Reporting Indian Mutual Funds to the IRS As an F1 student utilizing Curricular Practical Training (CPT) or Optional Practical Training (OPT), your...
 O1 Visa Renewal Years and ULIPs (Unit Linked Insurance Plans): Does Tax Residency Reset Your Reporting Clock? Many O1 visa holders assume that renewing their visa serves as a...