The 2026 Roadmap for US Expats & Visa Holders
Navigating the Substantial Presence Test, Dual-Status returns, US-India DTAA treaty benefits, and FBAR/FATCA foreign account disclosures for H-1B, L-1, F-1, and US expats.
Stay ahead of IRS regulations, foreign asset reporting (FBAR/FATCA), ITIN procedures, and cross-border tax treaty strategies with guides written by certified CPAs and Enrolled Agents.
Navigating the Substantial Presence Test, Dual-Status returns, US-India DTAA treaty benefits, and FBAR/FATCA foreign account disclosures for H-1B, L-1, F-1, and US expats.
Sunny Yadav, EA
Navigating the Substantial Presence Test, Dual-Status returns, US-India DTAA treaty benefits, and FBAR/FATCA foreign account disclosures for H-1B, L-1, F-1, and US expats.
Learn how arriving or departing the U.S. mid-year triggers Dual-Status return requirements, how to make the First-Year Choice election under IRC 7701(b)(4), and how to claim treaty deductions.
Everything U.S. residents and NRIs need to know about FinCEN Form 114 (FBAR), Form 8938 (FATCA), peak balance calculations, PFIC mutual fund reporting, and avoiding $10,000+ penalties.
A step-by-step breakdown of IRS Form W-7, required identity documents, and how non-residents, spouses on H-4/L-2 visas, and foreign business owners can obtain an ITIN smoothly.
Discover how applying for an ITIN for a non-working spouse on an H-4 or L-2 visa allows you to file Married Filing Jointly, effectively doubling your standard deduction and saving thousands.
Has your ITIN expired due to the 3-year non-use rule or expired middle digits? Learn how to renew Form W-7 before tax season to prevent refund freezes and delayed credits.
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