 H-1B With PFIC Investment: Form 8621 Questions H-1B workers who hold foreign mutual funds, unit trusts, or offshore pool investments frequently own Passive Foreign Investment Companies. The IRS applies...
F-1 Student With PFIC Investment: Why Filing Can Be Complicated Holding foreign investments—such as Indian mutual funds, systematic investment plans (SIPs), or offshore unit trusts—as an F-1 student creates...
O-1 With Foreign Mutual Funds: PFIC Questions O-1 Visa Professionals Facing Punitive U.S. Taxation on Offshore Investment Funds Foreign mutual funds and exchange-traded funds (ETFs) are categorized as Passive...
 H-1B With Indian Mutual Funds: PFIC Risk Review Investing in Indian mutual funds is common among professionals in India, but holding them as a U.S. tax resident creates severe...
New U.S. Citizen With Indian Mutual Funds: PFIC Risk Review Investing in Indian mutual funds is a common strategy for building wealth in India. However, under U.S. tax law,...
L1A vs L1B: Does Visa Category Change How Indian Mutual Funds Is Reported to the IRS? Whether you are on an L1A or L1B visa, your reporting obligations for...
H1B Dual-Status Year Filing: Where Indian Mutual Funds Fits on Your First US Tax Return Relocating from India to the United States on an H1B visa creates a complex...
H1B First-Year Filers: Do You Owe Reporting on Indian Mutual Funds You Held Before Moving to the US? Relocating to the United States on an H1B visa introduces a...
US Expats in India: Why Local Indian REITs Products Are Riskier Than They Look on Your 1040 Many US expats living in India are drawn to local Real Estate...
US Retirees in India with Indian Mutual Funds: Reporting Obligations That Don’t Disappear Retiring in India sounds like a beautiful transition, but your US tax obligations cross the ocean...