💬 TAX AMA: Got Questions on Filing Taxes for US Stocks? Ask Away!

It’s tax season in India, and if you’ve invested in US stocks via Vested, you probably have a few tax-time worries like:

  • How to report US stock capital gains in ITR?
  • Are dividends from US companies taxable in India and the US?
  • What is Form 67 and how do I claim DTAA benefits?

We’re hosting a TAX AMA (Ask Me Anything) with a certified tax expert to help you get clear, actionable answers — right here in this thread.

What to do:
Just comment your questions below. We’ll get them answered and shared with everyone here.

Let’s help you file stress-free and stay 100% compliant.
Deadline’s ticking — ask now!

Team Vested

Where can I get the TCS certificate? 5.5k TCS was levied on my transaction in March 2025.

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What all documents we need to submit while filing ITR?

I have not sold any shares but i have got dividends. Do i need to show that?

1 On how much profit booking amount in a financial year tax is applicable ?
2 How much amount is tax free after how much time from purchasing equity/etf?
3 Do I need to pay tax after taking amount return in Indian Bank account?

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The question is for time range 1/4/2025 to 31/3/2026 — about STCG on US stocks for Indian residents. Now that the tax is Zero for income below to 12,00,000 — can we make use of this to make more profit in US stocks?

Example: let’s imagine my annual taxable income comes up to 5 lakh and I make for the sake of this case, 5 lakh profit with my US stocks (bought and sold within 2 years). Now my total taxable income is 10L which is less than 12 L. And US STCG is taxed on slab rate. As the income below two lakh is exempted, will this five lakh profit also have zero tax?

PS: I understand the 87A Rebate doesn’t work for Special Tax Rates — stocks listed in Indian Equity Market, as said in 111A and 112A

Hi

I have been paid dividend out of Invested ETF,s , indexes funds and Stocks and tax is deducted at source . Do i need to declar under tax filling at India .

I would like to understand more on the US taxation on the amounts I am earning as profits from the US shares. In my case, I am reinvesting the amounts in other shares when the opportunities come. I declare this asset in my India tax filing but want to know if I have to declare the same in the US also. Please guide