PFIC #4 for NRIs 2026 | QEF vs MTM vs Default Rule (1291) | Which Election Saves You Before Sale? скачать в хорошем качестве

PFIC #4 for NRIs 2026 | QEF vs MTM vs Default Rule (1291) | Which Election Saves You Before Sale?

Indian Mutual Funds = PFIC for U.S. Tax Residents! In PFIC Series #4, we go beyond “PFIC is bad” and get into the single decision that changes your tax bill: ✅ Default Rule (Section 1291) vs ✅ MTM (Mark-to-Market) vs ✅ QEF (Qualified Electing Fund). In this LIVE session, you’ll learn: Why some NRIs end up paying 20% vs 45%+ depending on election timing QEF-vs-MTM-vs-Default-Rule How MTM works year-by-year using NAV values (practical for Indian mutual funds) Why QEF is powerful but usually not available for Indian mutual funds (missing PFIC annual statement) What to do if you already sold without an election (purging / deemed sale / qualified amended return concepts) Spouse-name planning, exit/green card exit tax angles, and late-compliance cleanup paths Plan First. Act Later. Save Taxes Legally. Stop filing annually and start planning monthly/quarterly/half-yearly by reviewing your I-L-E-A-D: Income, Liabilities, Expenses, Assets, Dreams. 📩 For queries or topic requests: AskNanda@iLeadTax.com 🌐 www.iLeadTax.com 📞 USA: +1-234-444-5323 | India: +91 964-964-1983 📅 Book a consultation: calendly.com/nandakumarkv/ilead_tax_planners At iLead Tax LLC, we help you: Review your I-L-E-A-D Income Liabilities Expenses Assets Dreams Stop filing annually. Start planning monthly, quarterly, or half-yearly. 📅 Book an iPlan consultation: https://calendly.com/nandakumarkv/ile... 🌐 www.iLeadTax.com 📩 AskNanda@iLeadTax.com 📞 +1-234-444-5323 PFIC is not about panic. It is about planning. #PFIC #IndianMutualFunds #FBAR #FATCA #Form8621 #NRITaxes #USATax2026 #CrossBorderTax