Green Card Holder With Indian Mutual Funds: PFIC Risk Questions Holding foreign mutual funds is one of the most complex tax traps for U.S. Green Card holders. Under the...
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...
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...
Problem: Why Most Indian-Americans Get This Wrong Indian mutual funds may seem like a smart investment. But for U.S. taxpayers especially Indian-Americans they come with a hidden trap: PFIC...