New US Resident Guide Moving to the U.S. involves more than just a new job and a social security number, it triggers a massive shift in how your Indian...
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...
HDFC Mutual Fund a PFIC Under IRS Rules Yes. For nearly all U.S. tax residents, including those on H1B, L1 visas, or holding Green Cards, HDFC Mutual Fund units...
Inherited HDFC Mutual Funds Before Becoming a US Resident? Inheriting wealth from India is a common scenario for many moving to the U.S. in 2026. If you inherited HDFC...
HDFC Mutual Funds to the IRS Yes. If you are a U.S. tax resident (including H1B, L1 visa holders, and Green Card holders), you are legally required to report...
Taxation of Nippon India Mutual Funds in the US For U.S. tax residents (citizens, Green Card holders, or those passing the Substantial Presence Test), Nippon India Mutual Funds (formerly...
The Hidden IRS Risk Lurking in Your Indian Mutual Funds For most H1B professionals, investing in an Indian mutual fund seems like a straightforward way to build wealth in...
Many Indian-origin U.S. taxpayers receive IRS notices related to unreported Indian bank accounts, PPFs, FDs, or mutual funds, often because their previous CPA either didn’t ask or failed to...