Module 4
When you invest abroad, a second country often taxes you too, before India ever gets involved. This module explains that foreign layer, dividend withholding, the treaty and foreign tax credit that stop you being taxed twice, and US estate tax, and ends by comparing the routes on their full, two-sided tax picture.
Chapter 1
When you invest abroad, the country where your money is invested often taxes you too, before India ever gets involved. This chapter explains why a second country gets to tax you at all, and sets up the double-taxation problem the rest of the module resolves.
Chapter 2
When a US company pays you a dividend, the US takes its share before the money reaches you. This chapter explains exactly how much is withheld, why the treaty rate for individuals is 25% and not 15%, and the one form that secures it.
Chapter 3
If the same dividend is taxed both abroad and in India, that would be double taxation, except that a tax treaty prevents it. This chapter explains how the DTAA and the Foreign Tax Credit work together to make sure you pay tax only once.
Chapter 4
US estate tax has nothing to do with income and everything to do with what happens to your holdings when you die. This chapter covers the low $60,000 exemption, the 40% rate above it, and why the India-US income tax treaty offers no protection here.
Chapter 5
With both the India-side and abroad-side tax rules now covered, this chapter finally compares all four global investing routes on their complete tax treatment, dividends, estate exposure, and compliance burden together.
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