ITR Filing for NRIs File the Right Form, Stay Compliant in AY 2025-26

  • We help NRIs select and file the correct ITR form based on salary, capital gains, rental income, and professional earnings in India.
  • Our team ensures accurate reporting of overseas bank accounts, investments, and foreign income to avoid compliance issues under Indian tax laws.
  • We help you claim DTAA relief to avoid double taxation on foreign income and assist with filing Form 67 for valid claims.
  • Whether selling property or mutual funds, we calculate and report your capital gains correctly, including bifurcation as per new AY 2025-26 rules.
  • Claim excess TDS refunds or apply for a lower/nil TDS certificate to protect your cash flow and reduce tax deductions at source.

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Avoid 50% Penalty: Choose the Right ITR Form

Filing the wrong ITR form as an NRI? You risk: → ₹5,000 penalty + delayed refunds → Tax notices for unreported foreign assets → Rejection of DTAA benefits

NRI ITR Form Selector: Avoid Costly Mistakes

Your Income TypeCorrect ITR FormDeadline
Salary/Capital Gains/Foreign AssetsITR-2July 31, 2025
Business/Consultancy in IndiaITR-3July 31, 2025
Presumptive Income (<₹50L)ITR-4July 31, 2025
*ITR-1 is NOT for NRIs*-

Real Example: An NRI filed ITR-1 → ₹78K refund blocked + notice for undisclosed US property.

New Rules Every NRI Must Know

Avoid penalties with these key changes:

  1. Capital Gains Split: Report gains before/after July 23, 2024 separately
  2. Asset Disclosure: Schedule AL required only if income >₹1 crore (up from ₹50L)
  3. Dividend Reporting: Share buybacks now taxed as "Other Income"
  4. TDS Reconciliation: Match Form 26AS/AIS with actual deductions
  5. Crypto/Foreign Assets: Mandatory disclosure in ITR-2/3

My Refund Was Blocked for 18 Months!

Learn from others' errors: ⚠️ Mistake 1: Using ITR-1 → Automatic rejection ⚠️ Mistake 2: Not reporting foreign bank accounts → ₹10K/account penalty ⚠️ Mistake 3: Missing Form 67 for DTAA benefits → Double taxation ⚠️ Mistake 4: Underreporting rental income → 50% penalty + interest ⚠️ Mistake 5: Late filing → ₹5K penalty + interest on dues We audit returns for these risks before filing.

Why 1,200+ NRIs Trust Our Expertise

Generic CAs miss NRI nuances. We specialize in: Form Selection: ITR-2/3/4 tailored to your income mix DTAA Optimization: Claim tax credits for US/UK/UAE income Asset Disclosure: Legally report foreign properties/stocks/crypto Refund Acceleration: Average 23-day refund processing Notice Defense: Represent you before CPC Included in all plans:

  • Capital gains calculation on Indian properties
  • Form 67 preparation for foreign tax credits
  • Lower TDS certificates under Section 195

How We Saved ₹7.2L for a California-Based Client

Problem: IT professional filed ITR-1 → Undisclosed ₹42L US stocks → ₹3.8L penalty notice. Our Action:

  • Filed revised ITR-2 with foreign asset disclosure
  • Submitted DTAA relief application
  • Negotiated penalty reduction with CPC Result: ₹0 penalties + ₹3.2L refund processed in 18 days.

File Your NRI ITR Before July 31 Deadline

  1. Share Documents: Passport, Form 16, foreign tax proofs, bank statements
  2. Strategy Call: Our CA plans DTAA benefits + deductions
  3. Draft Approval: Review ITR draft in our secure portal
  4. e-Filing + Tracking: We file + provide refund tracker

Why CA Vakeel?

  • NRI-Specialized CAs: 140+ successful filings last year
  • Global Compliance: Expertise in US/UK/UAE/Canada tax treaties
  • Money-Back Accuracy Guarantee
  • ISO 27001 Certified Data Security

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