Investor Tax Filing 2026 For investors, the 2026 tax season (reporting 2025 income) is defined by higher thresholds, new specialized accounts, and the permanent extension of favorable tax rates...
What Every Foreign Partner Needs to File for Their U.S. Partnership In a Multi-Member LLC (MMLLC), the responsibility for compliance is split. While the company files the partnership return,...
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...
Are Indian Mutual Funds Taxable in the US? The short answer is yes. If you are a U.S. tax resident, whether you are a citizen, Green Card holder, or...
Franklin India Mutual Funds and IRS Tax Treatment For U.S. tax residents, holding Franklin India Mutual Funds is significantly different from holding Franklin Templeton funds in a U.S. brokerage....
Are Axis Mutual Funds PFICs Yes, Axis Mutual Funds are almost certainly classified as Passive Foreign Investment Companies (PFICs) under IRS Section 1297. For any U.S. person (citizen, green...
Reporting SBI Mutual Funds for US Residents SBI Mutual Fund is a household name for many NRIs, but for those residing in the U.S. in 2026, these investments carry...
Gained US Citizenship Congratulations on your U.S. citizenship! While your passport has changed, so has your relationship with the IRS. As a U.S. citizen in 2026, you are now...
Are You an H1B Investor? You Might Be Non-Compliant with PFIC Rules For most H1B holders, the transition to being a U.S. Tax Resident happens quickly through the “Substantial...
Avoid PFIC Penalties: Indian Mutual Fund Tax Rules for U.S. Residents For U.S. tax residents holding Indian mutual funds, the term “Passive Foreign Investment Company” (PFIC) is more than...