Form 8621 Demystified: How Indians on H-1B Can Stay IRS-Compliant For an H-1B professional, “Form 8621” is often a term discovered only after a tax preparer flags a “Passive...
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....
Still Holding Indian MFs on H-1B? Your U.S. Tax Return Might Be Incomplete For most H-1B professionals, filing a U.S. tax return seems straightforward: report your W-2 income, claim...
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,...
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...
Bought Indian Mutual Funds While a Student in the US – What Now? For many Indian students on F1 or J1 visas, the first few years in the U.S....
UTI Mutual Funds Investment – US IRS Tax Implications UTI Mutual Fund, one of India’s oldest and most established fund houses, is a popular choice for NRIs. However, for...
HDFC Mutual Funds Bought During India Visits – Are They Taxable in the US? Many US-based NRIs use their annual trips to India to visit family and “tidy up”...
HDFC Mutual Funds Purchased Before Moving to the US If you purchased HDFC mutual funds while living in India and moved to the U.S. in 2026, you are stepping...
I Never Reported HDFC Mutual Funds – Can I Still Amend Returns? Finding out your HDFC mutual funds should have been reported years ago is a stressful realization. In...