NRI Taxation
FY 2025-26
Income Tax
DTAA

NRI Taxation in India: Complete Guide for FY 2025-26

A comprehensive guide covering residential status determination, taxable income, TDS rates, DTAA benefits, capital gains taxation, and ITR filing obligations for Non-Resident Indians.

15 min read
Quick Overview

Key Points for NRIs:

  • Only Indian-sourced income is taxable in India
  • Residential status determined by physical presence in India
  • Higher TDS rates apply to NRIs compared to residents
  • DTAA can provide relief from double taxation
  • Special rules for capital gains on property sales
  • NRE account interest is tax-free; NRO account interest is taxable

Understanding Residential Status for Tax Purposes

Your tax liability in India depends entirely on your residential status for the financial year. The Income Tax Act categorizes individuals into three groups:

Resident

Taxed on global income (worldwide earnings)

Basic Rule: 182+ days in India during FY

OR 60+ days in FY + 365+ days in preceding 4 years

RNOR (Resident but Not Ordinarily Resident)

Taxed on Indian income + foreign income derived from Indian business

Non-resident in 9 out of 10 preceding years

OR In India for 729 days or less in preceding 7 years

NRI (Non-Resident Indian)

Taxed only on Indian-sourced income

In India for less than 182 days during FY

AND Does not meet the 60-day rule conditions

Important: The 182-Day Rule

If you stay in India for 182 days or more during the financial year (April 1 to March 31), you become a Resident for tax purposes and your global income becomes taxable in India.

The 60-day rule applies if you are an Indian citizen who left India for employment abroad or is a crew member on an Indian ship. In such cases, staying 60-119 days can make you resident if you were in India for 365+ days in the preceding 4 years.

Example: Determining Residential Status

Scenario 1: Raj works in Singapore

Visits India for 45 days in FY 2025-26 for vacation.

Status: NRI - Only Indian income taxable

Scenario 2: Priya works in USA

Visits India for 200 days in FY 2025-26 (extended stay for family reasons).

Status: Resident - Global income taxable in India

Scenario 3: Amit returned to India after 12 years abroad

Stays 195 days in FY 2025-26. Was NRI for past 10 years.

Status: RNOR - Indian income + foreign income from Indian business taxable

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What Income is Taxable for NRIs in India?

As an NRI, only income earned or received in India is subject to Indian income tax. Your foreign income (salary abroad, foreign investments, etc.) is not taxable in India.

💼Salary Income

Taxable: Salary received or deemed to be received in India, or for services rendered in India

Not Taxable: Salary earned abroad for work done outside India and received outside India

Example:

You work in Dubai but visit India for 2 weeks on a business assignment. Only the salary attributable to those 2 weeks of work in India is taxable in India.

🏠Rental Income from Indian Property

Fully taxable under "Income from House Property"

Allowed deductions: Municipal taxes, 30% standard deduction, interest on home loan

Example:

Rental received: ₹40,000/month = ₹4.8L/year. After 30% standard deduction = ₹3.36L taxable income

TDS: Tenant must deduct TDS at 31.2% (30% + cess) if rent exceeds ₹50,000/month

📈Capital Gains on Indian Assets

Sale of property, stocks, mutual funds, or any other capital asset located in India

  • LTCG on property: 12.5% (without indexation) or 20% (with indexation for assets bought before July 23, 2024)
  • STCG on property: As per applicable tax slab
  • LTCG on listed equity: 12.5% above ₹1.25L exemption
  • STCG on listed equity: 20%

→ Calculate your capital gains tax

🏦Interest Income from Bank Accounts

NRE Account (Non-Resident External)

For depositing foreign earnings in India

Interest: 100% TAX-FREE

Principal & interest fully repatriable

NRO Account (Non-Resident Ordinary)

For managing Indian income (rent, dividends, etc.)

Interest: TAXABLE at slab rates

TDS: 30% + cess (can claim refund)

Repatriation: Up to $1 million per FY

💰Dividend from Indian Companies

Taxable at applicable slab rates (as per New/Old tax regime chosen)

TDS: 20% + cess deducted by the company (if dividend exceeds ₹5,000)

Dividends are no longer tax-free after abolition of DDT (Dividend Distribution Tax) from FY 2020-21

💼Business Income from India

If you have a business or profession operating in India, all income is taxable

Partnership firm profits: Taxable in your hands as per profit-sharing ratio

Freelancing for Indian clients: Taxable if services rendered in India or payment received in India

What's NOT Taxable for NRIs in India
  • Foreign salary (earned and received abroad for work done abroad)
  • Interest on NRE Fixed Deposits and NRE Savings Accounts
  • Capital gains on foreign assets (property abroad, foreign stocks, etc.)
  • Income from foreign business or profession (no operations in India)
  • Interest and dividends from foreign investments

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Capital Gains Tax for NRIs: Property & Investments

Capital gains taxation for NRIs follows the same rules as for residents, but with important differences in TDS rates and repatriation rules.

Property Sale by NRIs

Long-Term Capital Gains (LTCG) on Property
Property held for more than 24 months

For property acquired BEFORE July 23, 2024:

20% tax rate

WITH indexation benefit

Indexation adjusts purchase price for inflation, reducing taxable gains

For property acquired ON/AFTER July 23, 2024:

12.5% tax rate

WITHOUT indexation

Lower rate but no inflation adjustment

TDS Requirement (Section 195):

Buyer must deduct TDS at 20% (plus applicable surcharge and cess) on the sale consideration if the property value exceeds ₹50 lakhs

This TDS is deposited with the government and can be claimed as credit when filing ITR. If actual tax liability is lower, refund can be claimed.

Exemptions Available:

  • Section 54: Reinvest gains in residential property (bought 1 year before or 2 years after sale, or construct within 3 years)
  • Section 54EC: Invest up to ₹50L in specified bonds (NHAI/REC) within 6 months of sale
  • Important for NRIs: Section 54 reinvestment can only be in ONE residential property in India (not abroad)
Short-Term Capital Gains (STCG) on Property
Property held for 24 months or less

Taxed at applicable income tax slab rates

STCG is added to your total income and taxed as per your tax regime (New or Old)

Example:

You sell a property bought 18 months ago for ₹80L (bought at ₹60L). STCG = ₹20L.

If you have no other Indian income, this ₹20L will be taxed as per slab rates under your chosen regime.

Under New Regime FY 2025-26: Tax would be approximately ₹2.6L (after ₹12L effective exemption)

TDS: Buyer must deduct TDS at lower of 1% or applicable rate under Section 194-IA if property value exceeds ₹50 lakhs

Equity & Mutual Fund Capital Gains for NRIs

Listed Equity Shares & Equity MFs

Long-Term (held > 12 months):

12.5% tax on gains above ₹1.25 lakh per year

Gains up to ₹1.25L are tax-free

Short-Term (held ≤ 12 months):

20% tax rate

Debt Mutual Funds & Unlisted Shares

Long-Term (held > 24 months):

20% with indexation (for assets acquired before April 1, 2023)

For new investments: taxed at slab rates

Short-Term:

Taxed at applicable slab rates

Repatriation of Sale Proceeds

For NRIs selling assets in India: The sale proceeds (after paying applicable taxes) can be repatriated abroad subject to RBI regulations.

  • Property sale: Repatriable up to USD 1 million per financial year (net of taxes, loans)
  • Equity/MF sales: Fully repatriable if original investment was from NRE/FCNR account or through normal banking channels
  • Requires Tax Clearance Certificate (Form 15CA/15CB) for amounts exceeding specified limits
  • CA certification needed for repatriation of property sale proceeds

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Our CA-verified tax experts can help you save thousands in taxes with a customized strategy for your situation.

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DTAA: Avoiding Double Taxation

India has signed Double Taxation Avoidance Agreements (DTAA) with over 90 countries to prevent the same income from being taxed in both India and your country of residence.

How DTAA Works

DTAA provides relief through two methods:

1. Exemption Method

Income is taxed in only ONE country (either India or your country of residence). The other country provides full exemption.

2. Credit Method

Income is taxed in both countries, but you get a credit for tax paid in one country when paying tax in the other country.

Example: NRI in USA earning rental income in India

India taxes the rental income. USA also wants to tax global income. Under India-USA DTAA:

  • India taxes the rental income (country of source)
  • USA provides Foreign Tax Credit for taxes paid in India
  • You avoid paying tax twice on the same income

Lower TDS Rates under DTAA

DTAA Reduced TDS Rates (Sample Countries)
Instead of standard 20-30% TDS, lower rates apply
CountryInterestDividendRoyalty
USA10-15%15-25%10-15%
UK10-15%10-15%10-15%
Singapore10-15%10%10%
UAE5-12.5%10%10%
Canada15%15-25%10-15%
Australia15%15%10-15%

Note: Rates vary by income type and specific conditions. Check your country's specific DTAA treaty for exact rates.

How to Claim DTAA Benefits

Step-by-Step Process
1

Obtain Tax Residency Certificate (TRC)

Get TRC from tax authorities in your country of residence. This proves you are a tax resident there.

2

Submit Form 10F

File Form 10F with the Indian income tax department along with TRC. This is a one-time annual filing.

3

Submit TRC & Form 10F to Payer

Provide these documents to the entity paying you (bank, employer, tenant, etc.) so they deduct TDS at lower DTAA rates instead of standard rates.

4

Claim Refund (if excess TDS deducted)

If TDS was deducted at higher rates before submitting DTAA documents, claim refund when filing your ITR.

5

Claim Foreign Tax Credit in Home Country

When filing tax return in your country of residence, claim credit for taxes paid in India to avoid double taxation.

Important: Most Favored Nation (MFN) Clause

Some DTAAs have an MFN clause which automatically extends benefits if India signs a more favorable treaty with another country.

However, recent Supreme Court rulings require notification by the Central Government to activate MFN benefits. Consult a tax expert for your specific country.

TDS Rates for NRIs (FY 2025-26)

NRIs are subject to higher TDS rates compared to resident Indians. This is because the payer (bank, employer, buyer) does not know your total income or tax liability, so they deduct at higher rates. You can claim a refund when filing ITR if your actual tax liability is lower.

Standard TDS Rates for NRIs
Income TypeSectionTDS Rate (NRI)TDS Rate (Resident)
Interest on NRO account194A30% + cess10%
Interest on NRE account-Nil (Tax-free)-
Dividend19420% + cess10%
Rent (if > ₹50K/month)194-IB31.2% (30% + cess)5%
Property sale (> ₹50L)19520% + surcharge + cess1% (194-IA)
Salary (if services in India)192As per slab ratesAs per slab
Professional fees194J10% + cess10%
Commission194H5% + cess5%
Royalty194J10% + cess10%

* Cess = 4% (Health & Education Cess)
* Surcharge applicable if income exceeds ₹50 lakhs

How to Reduce TDS or Get Lower TDS Certificate

Option 1: Submit Form 15CA/15CB (for DTAA benefits)

If your country has DTAA with India, provide Tax Residency Certificate and Form 10F to the payer to deduct TDS at lower treaty rates.

Option 2: Apply for Lower/Nil TDS Certificate (Form 13)

If you expect nil or low tax liability, apply to your Assessing Officer for a certificate under Section 197 to authorize lower/nil TDS deduction.

Option 3: Claim Refund in ITR

If excess TDS has been deducted, file your Income Tax Return and claim refund. The department will process and refund the excess amount.

Need personalized advice?

Our CA-verified tax experts can help you save thousands in taxes with a customized strategy for your situation.

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Income Tax Return (ITR) Filing for NRIs

Who Must File ITR?

If your total income exceeds the basic exemption limit

New Regime: ₹3 lakh (effectively ₹12L with standard deduction and rebate)

Old Regime: ₹2.5 lakh (for individuals below 60 years)

If you want to claim a refund of excess TDS

Even if income is below exemption limit, file ITR to get TDS refund

If you have deposited more than ₹1 crore in bank accounts

Or incurred expenses above specified limits (foreign travel, electricity bill > ₹1L, etc.)

If you have sold a property or capital asset in India

Regardless of gain or loss

If you held foreign assets or signing authority in foreign accounts

Must disclose in Schedule FA even if no tax is payable

Which ITR Form to Use?

ITR-2
Most common for NRIs

Use if you have:

  • Salary income
  • Rental income from house property
  • Capital gains (property, stocks, MF)
  • Foreign income or assets to report
  • Multiple sources of income

Cannot be used if you have business income

ITR-3
For NRIs with business income

Use if you have:

  • Business or professional income
  • Income from partnership firm
  • All other income types (salary, rent, capital gains, etc.)

Requires detailed profit & loss statement and balance sheet

Important Schedules for NRIs

Schedule FA (Foreign Assets)

MANDATORY disclosure for residents and RNOR

Must report:

  • Foreign bank accounts
  • Foreign financial assets (stocks, bonds, insurance, etc.)
  • Immovable property outside India
  • Signing authority in foreign accounts
  • Any other foreign capital assets

Note: Pure NRIs (not RNOR) are NOT required to file Schedule FA

Schedule TR (Tax Relief)

Claim foreign tax credit under DTAA

Report taxes paid in foreign countries on income that is also taxable in India, and claim credit to avoid double taxation.

Schedule FSI (Foreign Source Income)

For residents and RNOR

Report foreign salary, business income, interest, dividends, etc. Not required for pure NRIs as their foreign income is not taxable in India.

Due Dates for ITR Filing

FY 2025-26 / Tax Year 2026-27 - Important Deadlines

July 31, 2026

Regular ITR filing deadline for individuals without audit requirements

December 31, 2026

Belated/Revised return filing deadline

Note: Dates may be extended by the government. Check the Income Tax e-filing portal for latest updates.

Penalty for Late Filing:

  • Up to ₹5,000 if filed after due date but before December 31
  • Up to ₹10,000 if filed after December 31
  • ₹1,000 if total income is less than ₹5 lakhs

Documents Required for ITR Filing

Basic Documents:

  • PAN card
  • Aadhaar card (for e-verification)
  • Bank account details (for refund)
  • Passport copy (showing travel dates)

Income Documents:

  • Form 16 (if salary income in India)
  • Form 16A (TDS certificates for other income)
  • Bank interest certificates (NRO account)
  • Property rental agreements
  • Capital gains statements (property/stock sale)

Investment Proofs:

  • Home loan interest certificate
  • Property purchase/sale deed
  • Investment in 54EC bonds (if applicable)

For DTAA Claims:

  • Tax Residency Certificate (TRC)
  • Form 10F
  • Foreign tax payment receipts
  • Foreign income statements

Common Mistakes NRIs Make (and How to Avoid Them)

Not Filing ITR Despite Having Taxable Income

The Mistake:

Many NRIs assume that if they don't live in India, they don't need to file returns. But if you have Indian income (rent, capital gains, interest on NRO), you MUST file.

The Fix:

File ITR-2 by the due date even if your total income is below the taxable limit to avoid penalties and claim TDS refunds.

Not Claiming DTAA Benefits

The Mistake:

Paying 30% TDS on NRO interest when DTAA treaty allows only 10-15% TDS for your country.

The Fix:

Obtain Tax Residency Certificate from your country, file Form 10F, submit to bank/payer to get lower TDS deduction. Claim refund in ITR if already deducted.

Becoming Accidentally Resident

The Mistake:

Staying in India for 185 days during a financial year for family reasons, becoming a tax resident, and triggering global income taxation.

The Fix:

Track your days in India carefully. Plan trips to stay below 182 days in a financial year. Maintain passport records as proof.

Not Considering Indexation for Old Properties

The Mistake:

Selling property bought before July 23, 2024 and paying 12.5% tax without indexation instead of 20% with indexation (which could result in lower tax).

The Fix:

Calculate both options - 12.5% without indexation vs 20% with indexation - and choose the one with lower tax. Use our capital gains calculator.

Missing Section 54 Exemption Deadline

The Mistake:

Selling property and planning to reinvest in another property but missing the timeline (must buy 1 year before or 2 years after sale, or construct within 3 years).

The Fix:

If you can't complete the purchase in time, deposit the gains in Capital Gains Account Scheme (CGAS) before filing ITR to preserve exemption eligibility.

Mixing NRE and NRO Accounts

The Mistake:

Depositing rental income in NRE account (not allowed) or foreign salary in NRO account (losing tax-free interest benefit).

The Fix:

NRE: Only for foreign income (salary abroad, foreign remittances) - tax-free interest
NRO: For Indian income (rent, dividends, sale proceeds) - taxable interest

Not Getting Form 15CA/15CB for Repatriation

The Mistake:

Trying to remit property sale proceeds abroad without proper CA certification and tax compliance.

The Fix:

Engage a CA to prepare Form 15CA/15CB, ensure all taxes are paid, and obtain the necessary approvals before repatriation.

Frequently Asked Questions

Q: Can I invest in Indian mutual funds as an NRI?

Yes, NRIs can invest in Indian mutual funds on a repatriable or non-repatriable basis. Investments must be made from NRE/NRO accounts. Capital gains are taxable as per regular rates.

Q: Do I need to pay advance tax as an NRI?

Yes, if your total tax liability exceeds ₹10,000 in a financial year. Advance tax is payable in installments (June 15, Sept 15, Dec 15, March 15). However, if all income has TDS deducted, advance tax may not be required.

Q: Can I claim HRA exemption as an NRI?

Yes, if you receive salary in India and pay rent in India, you can claim HRA exemption under the old tax regime (not available under new regime).

Q: What if I have NRI status for part of the year and resident for the other part?

Your residential status is determined for the entire financial year based on total days in India. You cannot be NRI for 6 months and resident for 6 months. The whole year follows one status.

Q: Is gift received from parents abroad taxable?

No. Gifts from specified relatives (parents, siblings, spouse, etc.) are fully exempt from tax regardless of amount. Gifts from non-relatives exceeding ₹50,000 are taxable.

Q: Do I need to maintain any records as proof of NRI status?

Yes, maintain copies of passport with entry/exit stamps, employment contract abroad, tax returns filed in foreign country, and bank statements showing foreign income receipts. These serve as proof during assessment.

Need personalized advice?

Our CA-verified tax experts can help you save thousands in taxes with a customized strategy for your situation.

Book a free 15-minute consultation
Need Personalized NRI Tax Advice?
NRI taxation can be complex with DTAA treaties, repatriation rules, and cross-border compliance. Our tax experts specialize in NRI taxation.

DTAA Compliance

Tax residency certificates, Form 10F, foreign tax credits

Property Sale Planning

Capital gains optimization, Section 54 strategy, repatriation

ITR Filing Support

Schedule FA, foreign asset reporting, TDS refunds

First 30-minute consultation is free. Discuss your situation with a qualified tax professional.

Key Takeaways

1.

Track your days: Stay below 182 days in India to maintain NRI status and avoid global income taxation.

2.

Use the right bank account: NRE for foreign income (tax-free interest), NRO for Indian income (taxable interest).

3.

Claim DTAA benefits: Get Tax Residency Certificate and file Form 10F to reduce TDS rates significantly.

4.

Plan property sales carefully: Consider indexation benefit for old properties, explore Section 54 exemption, and understand repatriation limits.

5.

File ITR on time: Even if income is below taxable limit, file to claim TDS refunds and stay compliant.

6.

Document everything: Maintain passport copies, tax returns, bank statements as proof of NRI status and foreign income.

Use Our Tax Calculators

Disclaimer

This article provides general information about NRI taxation in India for FY 2025-26. Tax laws are subject to change and individual circumstances vary significantly. This content is not a substitute for professional tax advice.

For specific tax planning, DTAA claims, ITR filing, or repatriation assistance, please consult a qualified Chartered Accountant or tax professional who specializes in NRI taxation.

The information provided is accurate as of January 2025 based on current Income Tax Act provisions and Finance Act 2024.