Tax on US Stocks & Foreign Shares
Indian residents investing abroad through LRS or holding employer stock
- 1ConvertTransactions converted to INR at prescribed rates.
- 2ComputeGains, dividends and credits computed.
- 3DiscloseSchedule FA and Form 67 filed.
Share your details. We’ll reply on WhatsApp with the next steps and a checklist.
Pick a plan — the fee is adjusted if you hire us within 30 days.
About Tax on US Stocks & Foreign Shares
A clear overview, in simple terms — what it is, why it matters, and how we handle it.
For Indian residents, US stocks and ETFs are unlisted in India for tax purposes: gains are long-term after 24 months and taxed at 12.5%, or at slab rates if sold sooner. US dividends are taxed in India at slab rates with credit for the 25% US withholding (claimed through Form 67). Every foreign holding must be reported in Schedule FA on a calendar-year basis, and large US holdings may face US estate tax on death.
Schedule FA asks for the peak and closing value of each holding during the calendar year, plus income, in rupees. Brokers' annual statements rarely give this directly, so we compute it from transaction data and SBI reference rates.
We also flag a risk most investors overlook: non-US persons holding US-situs assets such as US shares above USD 60,000 can be subject to US estate tax, which some investors manage through ETFs domiciled outside the US.
| LTCG | After 24 months, 12.5% |
|---|---|
| STCG | Slab rates |
| Dividends | Slab rates; credit for US withholding (25%) |
| Disclosure | Schedule FA, calendar year |
| Remittance | LRS; TCS above ₹10 lakh a year |
Who this is for
Common scenarios where this service is a good fit.
- Residents investing via US brokerage apps
- Employees holding RSUs or ESPP shares of foreign employers
- Returning NRIs with foreign portfolios
What you get
Clear deliverables so you know exactly what's included.
- Gain and dividend computation in INR
- Form 67 for foreign tax credit
- Schedule FA preparation
- Estate-tax awareness check
Expert review before every submission — not just data entry.
Working notes and reconciliations you can rely on in future notices.
Resident Indians, NRIs, expats and cross-border businesses — all served.
Documents required
A practical checklist. We'll tell you if anything else is needed based on your case.
* This is a base checklist. After a quick pre-check, we may ask for additional items specific to your case.
Process
A simple, trackable workflow — designed to avoid back-and-forth.
Transactions converted to INR at prescribed rates.
Gains, dividends and credits computed.
Schedule FA and Form 67 filed.
Get a quote
We share a clear quote on WhatsApp after a quick checklist pre-check.
- Fixed quote on WhatsApp after a short look at your facts and documents.
- Government fees, if any, are paid at actuals and shown separately.
| Factor | DIY | Indus Tax |
|---|---|---|
| Expert review | ❌ | ✅ |
| Notice risk reduction | ❌ | ✅ |
| Deduction optimisation | ❌ | ✅ |
| Audit-ready records | ❌ | ✅ |
| AIS/26AS reconciliation | ❌ | ✅ |
Share your facts and deadline. We'll reply with the right checklist and a clear quote.
Fee adjusted against our service fee if you go ahead within 30 days.
- Priority CA Call-backSkip the queue — a CA calls you within 30 minutes.₹255
- RecommendedCA Consultation (30 min)Talk one matter through properly with a CA.₹755
- In-depth CA Review (60 min)Documents reviewed before the call, written action plan after.₹1,155
Call-backs run Mon–Sat, 9 AM–6 PM IST. Booked outside these hours? We call you first thing the next working morning.
Compare the 3 plansFrequently asked questions
Answers to the most common questions we get.
Official sources
Indus Tax is a private professional services firm and is not affiliated with any government authority. Rules and fees change — we confirm current positions before filing.
