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...
Should You Report Kotak Mutual Funds Gains in FBAR? One of the most common points of confusion for US residents with Indian investments is whether they need to report...
Indian Mutual Funds Are PFICs: What Every H1B Needs to Know For most Indian professionals on an H1B visa, maintaining a portfolio back home is a standard part of...
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...
PFIC Reporting Simplified: A Guide for H1B Visa Holders with Indian Investments For an H1B holder, the term PFIC (Passive Foreign Investment Company) is often discovered only when a...
H1B Holders Beware: Your Indian Mutual Funds Might Be Costing You Thousands For most H1B professionals, maintaining a mutual fund portfolio in India feels like a smart way to...