Deducting Foreign Investment Expenses Holding international assets brings unique carrying costs, from foreign brokerage fees and custodian charges to leverage interest on offshore accounts. However, U.S. tax laws place...
F1 Students on CPT/OPT: Common Myths About Reporting Indian Government Bonds to the IRS Many F1 students on Curricular Practical Training (CPT) or Optional Practical Training (OPT) believe that...
F1/OPT Students and ULIPs (Unit Linked Insurance Plans): Are You Even a US Tax Resident Yet? For many international students on F-1 visas and those transitioning to Optional Practical...
F1 to H1B Transition and ULIPs (Unit Linked Insurance Plans): When Reporting Obligations Actually Begin For many students, the transition from an F-1 visa to an H-1B work visa...
 H-1B With Indian Capital Gains: FTC and Reporting Review Selling assets in India—such as real estate, Indian stocks, or mutual funds—while living in the U.S. on an H-1B visa...
H-1B FBAR vs FATCA: Common Mistakes Many H-1B visa holders conflate FBAR (FinCEN Form 114) and FATCA (Form 8938), assuming that filing one covers both obligations. While both focus...
 H-1B With Indian Demat Account: FATCA and FBAR Review Maintaining an active Demat account in India while working in the U.S. on an H-1B visa exposes your portfolio to...
H-1B First-Time Schedule B Filing Questions Filing Schedule B for the first time marks a critical compliance milestone for H-1B visa holders who hold foreign financial assets. What appears...
H-1B Filing Form 1040 for First Time After F-1 Transitioning from an F-1 student visa to an H-1B specialty occupation visa fundamentally changes how the IRS views your residency...
H-1B First-Year Choice: Tax Residency Review  The First-Year Choice election under IRS Section 7701(b)(4) allows qualified H-1B visa holders to be treated as U.S. tax residents earlier than standard...