How to Handle Switch Transactions Between Indian Mutual Funds In the Indian market, a “switch” transaction is often marketed as a seamless way to rebalance your portfolio, moving money...
How SIP Investments Are Treated for US Tax Reporting Systematic Investment Plans (SIPs) are a cornerstone of wealth building in India, but for a U.S. person (Citizen, Green Card...
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,...
New to PFIC Rules? A Beginner’s Guide for NRIs with Indian Mutual Funds If you recently moved to the U.S. from India on an H-1B, L-1, or Green Card,...
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...