US–India Tax Reconciliation

For Indian residents with US brokerage accounts — reconcile your US income with your India ITR-2, calculate Foreign Tax Credit, and estimate your Challan 280 liability. Takes 10–15 minutes.

Is this tool right for you?

This tool is designed for a specific profile. Please confirm the following:

I currently live in India I am not a US citizen or Green Card holder I still hold a US brokerage account (Schwab, Morgan Stanley, etc.) I receive US-source income (dividends, capital gains, RSU vests)

Thank you! Please answer a couple quick questions to set up your tax profile.

Income Types

Which types of US-source income did you receive this year?

Dividends or interest from US brokerage RSU vests / equity compensation Sold US stocks (capital gains)

India Residency Status

What is your India residency status this Financial Year (Apr 1 – Mar 31)?

RNOR — I've been based in India for less than 2 years (foreign income NOT taxed in India) ROR — I've been based in India for 2+ years (worldwide income taxed in India) Not sure — I'll confirm during the review

This tool may not be the right fit

This tool is currently designed for India residents who are US NRAs (Non-Resident Aliens) with retained US brokerage accounts.

If you think we can help, or for other situations, please reach out: saurabh@crossledger.in

Residency determination coming soon

This tool currently supports Resident and Ordinarily Resident (ROR) status only. Automated processing for RNOR status and residency determination is under development.

If you're uncertain of your residency status, please consult a CA or tax professional before proceeding. We'll notify you when RNOR support is available.