RSU, ESPP & ESOP Tax Filing for NRIs
We file the vest and the sale on both your US and India returns, reconciled against your W-2 and Form 16, led by our CPAs and CAs.
Complete RSU, ESPP & ESOP Tax Filing for
Your Cross-Border Equity
We report the vest, compute the gain on sale, and plan the timing around your residency, filing both countries as one coordinated return.
Where most RSU tax problems begin?
Most engineers come to us at one of these three moments, each one a decision with a real number attached.
Employer vendors file the move year and stop. Your RSUs keep vesting, and the India side was often never touched at all.
You never sold as it vested. Unwinding it now means picking the right tax years, not just the right price.
Sell inside the RNOR window and India may not tax the gain at all. Sell a quarter late and it does, in full.
Not sure which one applies to you?
Two Tax Events,
Three Residency Outcomes
The rules for the vest and the sale are fixed. What changes the bill is your residency in the year each event happens, which is the one variable you can still plan around.
RNOR under Section 6(6): non-resident in 9 of the last 10 financial years, or 729 days or less in India across the last 7. Your travel history decides your status, not this table.
Ready to get started?
A clear, step-by-step path from first call to a filed return.
Speak with our cross-border equity specialist
A free 20-minute call. Tell us what has vested, what you still hold, and when you might move.
We map every grant against your residency
Your specialist reconciles the vest and sale history on both sides, year by year.
You leave with a clear plan
You know what is taxable where, what it costs to file, and when selling makes most sense.
Meet your cross-border equity specialists
Equity compensation is where US and Indian tax law overlap most awkwardly. You get one team across both countries, not a US preparer and an Indian CA who never speak.
Built for NRI professionals in the US
Equity is the largest asset most of our clients hold, and the one their preparers understand least. We file both countries as one engagement, with a single point of contact.
- Grant-by-grant reconciliation across your W-2, Form 16 and broker statements
- Sell-window modelling against your RNOR eligibility before you sell
- A fixed quote before any work begins, so the cost is never open-ended
Real grants, filed right
See how our specialists help NRIs get their equity taxed correctly in both countries
Amazon covered my tax filing the year I relocated and that was it. My RSUs kept vesting for three more years with nobody looking at the India side. InvestMates reconciled every grant and told me exactly which years were actually exposed.
Almost everything I owned was in one employer's stock because I never sold as it vested. They planned the sell-down across tax years instead of just telling me the bill afterwards. That distinction was worth the engagement on its own.
I had ESPP shares and RSUs and had been treating them as one thing on my return. They separated the two, fixed the cost basis on both, and the corrected numbers were nowhere near what I had filed myself.
I was three months from moving back and about to sell everything. They mapped my RNOR window first and showed me what selling a quarter later would have cost. I have never had an advisor look at the calendar before the numbers.
Frequently asked questions
Everything you need to know about RSU and ESOP tax across the US and India
Not sure how your equity is taxed?
Book a free 20-minute review. We'll tell you what India can tax, what the US already took, and when selling makes most sense.