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Are you an H1B visa holder, Green Card holder, or an Indian living in the USA? A small tax filing mistake could lead to IRS penalties worth thousands of dollars. In this video, we explain the 5 biggest US tax mistakes that Indians commonly make, including filing the wrong tax return, missing FBAR and FATCA reporting, ignoring worldwide income, PFIC rules for Indian mutual funds, and incorrect RSU/ESOP tax reporting. We also discuss estate tax planning for Green Card holders and how to avoid costly IRS notices. Watch till the end to protect your money and stay tax compliant.

अगर आप H1B Visa Holder, Green Card Holder हैं या अमेरिका में रहकर काम कर रहे हैं, तो यह वीडियो आपके लिए बेहद जरूरी है।

एक छोटी सी US Tax Filing गलती आपको IRS Penalty, Interest और हजारों डॉलर के नुकसान तक पहुंचा सकती है। इस वीडियो में हम उन 5 सबसे बड़ी Tax Mistakes के बारे में बात करेंगे जो भारतीय अक्सर अमेरिका में Tax Return फाइल करते समय कर बैठते हैं।

इस वीडियो में जानिए:

सही Tax Return कैसे फाइल करें?
Substantial Presence Test क्या है?
FBAR और FATCA Reporting कब जरूरी होती है?
Worldwide Income Report क्यों करनी पड़ती है?
Indian Mutual Funds पर PFIC Rules क्या हैं?
RSU और ESOP की सही Tax Reporting कैसे करें?
Green Card Holders के लिए Estate Tax Planning क्यों जरूरी है?
अगर आप अमेरिका में रहते हैं या भविष्य में वहां काम करने की योजना बना रहे हैं, तो यह वीडियो अंत तक जरूर देखें।

Disclaimer: यह वीडियो केवल शैक्षणिक और सामान्य जानकारी के उद्देश्य से बनाया गया है। किसी भी Tax या Legal Decision से पहले योग्य Tax Professional या CPA से सलाह अवश्य लें।

#USTax #H1B #GreenCard #IRS #FBAR #FATCA #NRI #अमेरिका #टैक्स #TaxReturn #Finance #PersonalFinance #IndianInUSA #TaxPlanning #GoodReturns

~HT.178~PR.474~ED.472~GR.508~VG.HM~

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Transcript
00:00foreign
00:12foreign
00:14foreign
00:14foreign
00:14find the return file the account made between $12,000 once 2 dollars refunded has not tener
00:21an documents that has pinked independent ruined the amount of money flowing to business
00:26unquOSING 1 the miles then need less money it will be the result ofAlters
00:44If you will have an IRS notice that the process of green card will start or the tax history will
00:51start, then it will come back to you.
00:53This is not a joke and any film of the script will not read in front of you.
00:59Every year, thousands of people H1B, L1 and green card holders do such mistakes and they don't know how much
01:08they have made their financial risk.
01:11This is not a joke.
01:12Today, I will tell you about the biggest tax mistakes that you need to know about every country.
01:20If you want to work in America, if you want to live in America, or if you want to live
01:25in India, you will think about India.
01:28And the best thing about it is that you will find a real life example.
01:33You will find the way to save that mistake and what will happen to you.
01:38So, you will see this video.
01:41Because, when you are going to end, there will be a bonus point for you.
01:46Which means to know your attention to your crores' support.
01:51So, what is the most common mistake of tax return file?
01:58We will tell you what is wrong with tax return file.
02:02After reaching America, many people do what they do in the office.
02:08Turbo Tax, H&R Block or some normal tax software
02:13They give some questions and return file.
02:16But here is the biggest trap.
02:20If you are in the first time in America or in the last year,
02:24then you don't need to know the IRS as a tax resident.
02:29The IRS is a new use of the Substantial Presence Test.
02:36This test helps you in America.
02:39Calculates how many days you live in America.
02:42If you are not resident alien,
02:44then you don't have normal form 1040,
02:47or form 1040-NR.
02:49Or dual status return file.
02:53But in normal tax software,
02:55you don't understand the correct way.
02:58The result is that you are wrong.
03:00You can not be able to receive a refund file.
03:09When you are a refund,
03:13you are not in the next year.
03:15You have to receive a refund.
03:18You are going to receive a refund for your benefits.
03:19You do not receive a refund.
03:23When you are on the other side,
03:27you will receive a refund.
03:29The refund has been released.
03:29It is not a refund.
03:30that in the beginning of the year the return was filed.
03:34Now it is not just the tax but the penalty and interest was filed in the beginning of the year.
03:40This is a small refund after $1,000 of the bill.
03:44So, this is the first time to do the return file before your residency status.
03:52Substantial presence test of free calculators are available.
03:56You can save a lot of financial problems from 5 minutes.
04:02Now it is so rare that many people have not even heard of it.
04:08If you have a bank account, fixed deposits, FD, NRE account, NRO account
04:15or any foreign financial account and all accounts of combined highest balance
04:22if you have any money in the year, $10,000 of the bill,
04:26then you can file a FBAR,
04:28or Foreign Bank Account Report file.
04:33This is not a tax, it is just a reporting requirement.
04:37But if you don't file this file,
04:40then the penalty is $10,000 per year.
04:44This will be $10,000 per year.
04:47For example, we will give you a little clarity.
04:51Priyanka is named Green Card Holder.
04:53In India, there are three accounts.
04:55One savings account, one fixed deposit, and one NRE account.
04:59Three of the combined balance is $22,000.
05:03In India, they are in India.
05:06So, they are in India.
05:21And they are in India.
05:24And they are not familiar with this form.
05:25And with some people,
05:26there are also FATCA reporting.
05:29If you have foreign assets on the same page,
05:32then form 8938 can also file.
05:36So, every year,
05:37you must check the highest balance of foreign accounts.
05:40Let's go.
05:41Let's go to the third penalty.
05:43This is a penalty for people.
05:45with your organization,
05:46which is your company,
05:46in Ou 410,
05:47where you can find savings accounts,
05:48and F These,
05:49or your investments.
05:52And that is America.
05:53Many of you think that
05:55that the interest of in India
05:56is that the interest of the States is
05:57which is what we are getting.
06:00if you are President Alien or Green Card Holder
06:03then the American
06:04places worldwide income per tax.
06:08We should call this tax on the previous video,
06:09which means,
06:09when you've talked about,
06:11we were going to remind us
06:14about this one thing.
06:14We were told you.
06:15If you are a green card holder or a resident alien, you will have a tax in your world where
06:20you have income.
06:21You will have a tax, worldwide income per tax.
06:24This means that you have a FD interest, savings account interest, rental income, capital gains.
06:31Everything will be reported to you.
06:33The manager Rahul last 5 years of H1B is in America.
06:36He has 20,000,000 USD, which every year has 1,200,000 USD.
06:46You will have a tax, interest and penalty.
06:51Remember that it doesn't mean tax-free in America.
06:58Every year, you will have a bank statement.
07:02You will have an interest and income reporting.
07:04Now, the fourth, the most technical penalty.
07:10You will have to listen to this penalty.
07:12And the solution also.
07:14Prevention basically.
07:16If you have a mutual funds, you will have an investment in America.
07:44Aamit has put up in the US$10,000,000 USD.
07:48Some years after their value, he has put up in the US$25,000,000 USD.
07:52They have never done any PIFIC reporting.
07:55But when they have investments, the IRS has put up the rules of PFIC.
08:00Not only capital gains, but the interest of extra tax and some years.
08:04foreign foreign foreign
08:34If you have RSUs, ESOPs, CS stock awards, then the tax reporting is very necessary.
08:41Many people think that shares are full amount of capital gain,
08:47but the truth is that RSUs are best when you have the value of your salary,
08:53or W2O income.
08:56When you buy shares, then the selling price and selling price will be the capital gain.
09:02If you have seen your full amount of capital gain,
09:07then it will be a double taxation situation.
09:10The company will get $50,000 of the RSUs.
09:15They will buy shares and report the amount of capital gain.
09:19The result is that the extra tax is the wrong cost basis.
09:23Therefore, RSUs and ESOPs report,
09:26and you will see the stock price,
09:27the cost basis and the brokerage statements.
09:32In the end, you will give a bonus point to the video.
09:38If you are a green card holder,
09:40and you are thinking about this,
09:43then estate tax planning,
09:46you will not look at it.
09:48Many people think that the tax is just income,
09:51but in some situations in America,
09:53there will also be an estate tax.
09:56If your assets are very big,
09:58such as stocks, real estate, retirement accounts,
10:01and other investments,
10:01then the time of planning is very important.
10:05So, you will not have unnecessary tax burden on your family.
10:10Now, the most important thing is,
10:13if you have the first return file,
10:15and if you are looking for this video,
10:17you will see that you will have some mistakes.
10:21And if you are looking for some mistakes,
10:24then you will be scared.
10:24If you are looking for some mistakes,
10:27then there will be some compliance programs
10:29that can come by.
10:30Which means that the situation will be able to be able to achieve.
10:32You will have to understand
10:33and understand them.
10:36What do you get?
10:37If you are not mistaken, you will be able to get the same amount of tax.
10:39So, you will be able to get the same amount of tax.
10:42You will be able to get the same amount of tax.
10:43This is a reporting system.
10:45Some times, the biggest tax is not the same, but the lack of information is due to the lack of
10:50tax.
10:50So, the return file is first to check your three things.
10:54First, your residence status is the right.
10:56Second, is it the foreign accounts or FATCA reporting is necessary?
11:03Do you have the right knowledge of your worldwide income and investments?
11:08This is only 15-20 minutes of checking.
11:11You will be able to get the same amount of tax.
11:15If you like this video, you will be able to share this video.
11:21You will be able to get the tax file in America.
11:25You will be able to get the same amount of tax mistakes.
11:29PRACTICAL, Financial Topic horrible questions are okay.
11:33In the result, you will be able to pass mini part of financial statements.
11:34This will be the main course for cuma
11:37How do you report the information, comment memories.
11:40Hello.
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