Tag
compliance
7 posts tagged compliance
- NRI Finance·
RNOR status for returning NRIs: the 2-year tax window explained
What Resident but Not Ordinarily Resident (RNOR) status means for returning NRIs, how long it lasts, what foreign income is exempt, and how to plan around it.
- RSU Management·
Old vs new tax regime for RSU and foreign income holders (2026)
Choosing between India's old and new tax regime when you have RSU vesting, US dividends, or foreign salary. Key breakeven points, deductions that matter, and a worked comparison.
- RSU Management·
Form 67 field-by-field: RSU holders and US stock investors
Every field in Form 67 explained for Indian residents with RSUs and US stock portfolios. Covers dividends, capital gains, multi-income scenarios, and the portal walkthrough from login to submission.
- US Investing·
The LRS explained: how Indians invest USD 250k/yr abroad
The Liberalised Remittance Scheme explained: $250,000/year limit, 20% TCS above ₹10L aggregate (for investment purposes), Form A2 process, TCS refund at ITR, and how the GIFT City route differs operationally.
- US Investing·
LRS, TCS & Schedule FA: India's compliance trifecta
Three regulations that govern Indians investing abroad. What each requires, the deadlines, the penalties — and how to stop dreading them.
- RSU Management·
Form 67 & FTC: avoiding US dividend double taxation
Indian residents lose 5% per year of US dividends without Form 67. The complete filing walkthrough — what to enter, when, and the deadline trap.
- US Investing·
W-8BEN form for Indians: what it does and how to file it
W-8BEN gets Indians the 25% US dividend rate instead of 30%. Letting it expire costs 5% per year forever. The complete filing walkthrough.