Tag
rsu-tax-india
15 posts tagged rsu-tax-india
- RSU Management·
RSU tax filing in India: every schedule, every field explained
Step-by-step field guide for Indian RSU holders filing ITR-2: exactly what to enter in Schedule CG, Schedule FSI, Schedule FA, and Form 67 — with what each field means and where to find the number.
- RSU Management·
ESOP vs RSU: the tax difference Indian employees miss
RSUs tax you at vest. ESOPs tax you at exercise — or let you defer. For Indian employees, the difference can mean lakhs. Here's the full breakdown.
- RSU Management·
How to reduce RSU tax in India: five levers that actually work
The five tax-reduction levers for Indian RSU holders: LTCG timing, lot selection, loss harvesting, Form 67 credit, and Section 54F. With INR worked examples.
- RSU Management·
RSU taxation in India: the complete guide with worked examples
Two events, two tax codes, two ITR schedules. Exactly how RSUs are taxed in India at vest (Section 17) and at sale (Section 112) — with INR worked examples.
- US Investing·
RSU vesting during the year of return: the attribution rule, worked example, and documentation requirements
Complete guide to RSU vests that straddle US and India service periods during your year of return. The DTAA Article 16 attribution rule, days-in-India calculation, multiple worked scenarios, Form 12BA reconciliation, and documentation to defend the attribution position on audit.
- US Investing·
NVIDIA RSU India guide: Schwab Equity Awards, the post-split cost basis, and when your equity vest exceeds your salary
Complete guide to NVIDIA RSU taxation for Indian residents. Charles Schwab Equity Awards walkthrough, 10-for-1 split cost basis adjustments, PSU appreciation at senior levels, ESPP at 15% with 6-month lookback, and 4-year worked example with INR numbers.
- US Investing·
Apple RSU India guide: semi-annual vests, ESPP at 15% with 6-month lookback, and the cleanest equity calendar in the cohort
Complete guide to Apple RSU taxation for Indian residents. Semi-annual vesting, the AAPL ESPP at 15% discount with 6-month lookback (the most generous in the cohort), quarterly dividend FTC, Performance RSUs, and 4-year worked example with INR numbers.
- US Investing·
Amazon RSU India guide: the 5-15-40-40 back-weighted vesting, sign-on bonuses, and the Year 3 perquisite cliff
Amazon RSU tax guide for Indian residents: how the 5-15-40-40 back-loaded vesting works, Sign-on Bonus 1 + 2 perquisite math, Morgan Stanley vs Fidelity, and a 4-year INR worked example showing the Year 3 tax spike.
- US Investing·
Meta RSU India guide: Schwab Equity Awards, monthly disbursement, PSU multipliers, and the dividend that started in 2024
Complete guide to Meta RSU and PSU taxation for Indian residents. Charles Schwab Equity Awards walkthrough, 25-25-25-25 annual vest with monthly disbursement, PSU performance multipliers, Meta dividend FTC, and 4-year worked example with INR numbers.
- US Investing·
Microsoft RSU India guide: On-Hire grants, Annual Stock Awards, ESPP at 10%, and the densest vest calendar in tech
Microsoft Stock Awards tax guide for Indian residents: On-Hire + Annual grant stacking, 10% ESPP discount perquisite, quarterly dividend FTC, Morgan Stanley StockPlan Connect — 5-year INR worked example.
- US Investing·
Google (Alphabet) RSU India guide: the 33-22-25-20 vesting schedule and what it means for your tax
Google GSU tax guide for Indian residents: the 33-22-25-20 front-loaded vesting, refresh grant stacking, Alphabet dividend FTC, Morgan Stanley StockPlan Connect — 4-year INR worked example.
- US Investing·
RSU vesting while in US vs India: the residency rules that decide which country taxes you
Where you were physically located at vest decides the tax treatment. The Indian and US residency frameworks, the RNOR bridge year, and worked examples for each state transition an Indian tech worker hits.
- US Investing·
From vest to ITR-2: the complete 12-step workflow for Indian RSU holders
Complete ITR-2 walkthrough for Indian RSU holders. Schedule S (salary), Schedule CG (capital gains), Schedule FA (foreign assets), Form 44 FTC claim, e-verification. Twelve steps with the exact fields.
- US Investing·
Reading your Morgan Stanley StockPlan Connect statement: a field-by-field guide for Indian residents
Field-by-field walkthrough of your Morgan Stanley statement. Where vest dates appear, how to find cost basis correctly, the 1042-S you might be missing, and how to file ITR-2 without errors.
- US Investing·
RSU double-taxation explained: how Indian residents get taxed at vest, sale, and dividend
How RSU taxation actually works for Indian residents. Perquisite tax at vest, capital gains at sale, dividend withholding, DTAA reconciliation. Three worked examples with INR numbers.