Tag
tax
13 posts tagged tax
- RSU Management·
RSU vesting: the real tax math for Indian residents
Your RSU is worth ₹10 lakh on paper. After perquisite tax, US withholding, and capital gains — what actually lands in your account?
- US Investing·
How to invest in US stocks from India 2026: complete guide
End-to-end playbook for Indian residents: LRS, brokerages, taxes, costs, and the mistakes that cost the most money. No US-centric fluff.
- 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.
- US Investing·
US stocks tax in India: capital gains, dividends & 24-month rule
The three tax events on US stocks for Indian residents — dividend withholding, capital gains in INR, Schedule FA — with worked examples.
- RSU Management·
The complete RSU guide for Indians at US multinationals
Vesting, taxes, withholding, repatriation, reinvestment — the full RSU lifecycle for Indian residents at US-headquartered companies.
- 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.
- RSU Management·
ESPP vs RSU for Indians: how to think about both
RSUs are awarded; ESPPs are bought at a discount. Most Indians underuse ESPP. The full picture, with worked tax math for Indian residents.
- 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.
- US Investing·
The Vested calculator guide: 17 tools for cross-border investing
How to use each Vested calculator, what it actually computes, and why the math matters for Indian residents. The complete reference.
- RSU Management·
Holding-period rules for every asset class (India tax)
Indian shares: 12 months. US shares: 24 months. Each asset class has its own LTCG threshold. The complete reference table for Indian residents.
- RSU Management·
RSU cost basis tracking: the spreadsheet you actually need
When you sell an RSU lot in 3 years, you'll need INR cost basis per tranche. The spreadsheet structure that works, with worked examples.
- RSU Management·
ISO & NSO stock options at US companies: how Indians are taxed
ISOs and NSOs differ from RSUs: exercise price, three tax events not two. How Indian residents are taxed on each, with worked numbers.
- RSU Management·
US ↔ India employer transfer: the cross-border tax reset
Moving between US and India offices triggers a complex tax reset. RSU sourcing, RNOR window, dual-status filings — the full playbook.