Checklist · 12 pages
NRI Tax Checklist 2026
Residency, RNOR, DTAA and the filings that change the year you return. Updated for AY 2026-27.
Corridor-specific PDFs on NRI tax, FEMA, RNOR planning and the move home. The same frameworks we use inside paid engagements — published in full, by the author.
RNOR windows, residency tests and the first 100 days. Written for the year you actually return.
Residency, RNOR, DTAA and the filings that change the year you return. Updated for AY 2026-27.
FEMA, RBI reporting, NRO→foreign remittance limits and the paper trail that keeps it clean.
Day-by-day moves once you land: bank reclassification, broker accounts, PAN/Aadhaar, ITR setup.
DTAA, residency tests and reporting differ by country. Pick yours.
401(k)/IRA, brokerage, FBAR, FATCA and the order of operations for an H-1B return.
Split-year treatment, ISA/pension handling, and the DTAA tie-breaker you'll actually rely on.
Gratuity, end-of-service benefits, gold, and moving tax-free GCC earnings without tripping FEMA.
Vested ESOPs, RSU sales, CPF repatriation and the tax timing between SG IRAS and Indian residency.
Departure tax, RRSP/TFSA, deemed disposition, and the DTAA elections that protect you both sides.
KiwiSaver, transitional resident status and the cleanest cut-over to Indian residency.
Cross-treaty mapping (DE, NL, FR, IE), pension transfers and the FEMA filings that follow.
A preview of the published framework that powers every engagement.
The opening three chapters of the 2025 edition. Residency frameworks, the four corners, and why corridor matters.
Answer six quick questions and instantly see whether you are Non-Resident, RNOR or Resident & Ordinarily Resident under Section 6 — no email, runs in your browser.
See the TDS a buyer deducts under section 393 (earlier section 195), your real tax, and what a house or capital gains bonds would save.
PDFs and live Excel calculators for the most common NRI tax and FEMA decisions — enter your name and email to download the file, with an optional briefing subscription.
A printable checklist for coordinating family assets, nominations, wills and inheritance documents.
One page for families planning a return: arrival date and RNOR, pensions abroad, estate tax, FEMA accounts, wills and the first resident years.
Day-count residency tests plus the Rs 15 lakh deemed-residency rule, with a live Excel calculator.
One-page flow: do you have to report foreign assets, plus Black Money Act penalties.
The 30-day pre-sale checklist: Form 128 (earlier Form 13) lower TDS, 2026-27 TDS rates, reinvestment options and Form 145/146 (earlier 15CA/15CB) repatriation.
Where each income type is taxed and how to claim treaty relief (TRC, Form 10F, Form 67).
Section 54 / 54F / 54EC exemption and tax-saved, live Excel.
Keep a foreign holdco out of the Indian tax net, or onshore into GIFT City IFSC.
Wills, nominee vs heir, OCI inheritance and the estate-tax overlay.
Where each equity event is taxed when you move between countries.
The 30% / 1% TDS regime and what to report in your Indian return.
Two sentences is plenty for the first reply. Direct, written, by Regi.
One email a fortnight. Corridor updates, deadline alerts, and one written framework worth your inbox.