Green Card Holder With Indian Demat Account: Reporting Review Maintaining a Dematerialized (Demat) account in India allows Green Card holders to trade and hold Indian equities, bonds, and securities...
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...
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...
H-1B With Indian ULIP: U.S. Tax and PFIC Questions Unit Linked Insurance Plans (ULIPs) are extremely popular in India because they combine life insurance coverage with equity or debt...
New U.S. Citizen With Form 26AS Income: U.S. Reporting Questions Form 26AS is the annual tax statement issued by the Indian Income Tax Department, cataloging all income, TDS, and...
New U.S. Citizen With Indian ULIP: PFIC and Tax Questions Transitioning into U.S. citizenship exposes your existing foreign insurance products to strict federal oversight. Unit Linked Insurance Plans (ULIPs)...
Green Card Exit Tax and Indian REITs: What Happens If You Give Up Your Green Card Giving up your Green Card as a long-term resident is a significant tax...
US Citizens Who Inherited Indian REITs in India: Reporting Triggers You Didn’t Expect Inheriting an Indian Real Estate Investment Trust (REIT) is a significant event that often catches US...
Self-Employed on O1 with SIF (Specialized Investment Funds) in India: Compliance Considerations Building a business or freelancing in the US under an O1 visa highlights your extraordinary ability, but...
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...