TIPS FOR NON-RESIDENT INDIANS (PART 2 OF 5)

B. TAX-FREE INCOME FOR NRIs AND THOSE EARNING OVERSEAS

1. Non-residents Indians are granted certain tax exemptions if they are defined as, or fulfill the criteria of, Non-Resident Indian under the Income Tax Act, 1961.
2. These tax free incomes available to Non-Resident Indians are:
o   Interest earned on Savings Certificate,
o   Interest earned on Non Resident (Non Repatriable) [NRNR] Deposit,
o   Interest earned on Foreign Currency Non Resident (Bank) [FCNR(B)] Deposit,
o   Overseas income of NRIs,
o   Dividend income from Indian Public/Private Company, Indian Mutual Fund and from Unit Trust of India,
o   Long-term capital gains arising on transfer of equity shares traded on recognized Stock Exchange and units of equity schemes of Mutual Fund is exempt from tax at par with residents,
o   Remuneration or fee received by non-resident / non-citizen / citizen but not ordinarily resident 'consultants', for rending technical consultancy in India under approved programme including remuneration of their employees, and
o   Income of their family members which accrue or arise outside India, Interest on notified bonds.

C. TAX DEDUCTIONS FOR NRIs AND THOSE EARNING OVERSEAS

1. Non-Resident Indians are allowed the following deductions under Income Tax Act, 1961:
o   Home Loan Interest Deduction: Non-residents Indians are eligible to avail deductions on home loan interest for the interest portion of the EMI paid towards the repayment of home loans.
o   Savings Deduction: From the various tax saving avenues available to the general public – Equity instruments like ELSS, Debt instruments like PPF, National Savings Certificate, Bank FDs etc and Life Insurance and Pension Plans.
o   Health Insurance Premium Deduction: On mediclaim/health insurance policy of self and family, and also for senior citizen parents.
o   Other Deductions: For interest paid on education loan, and for certain specified donations.

2. Non-residents Indians are not allowed the following investments:
o   Not allowed to open a PPF account, although an existing PPF account can be continued till maturity.
o   Not allowed from investing in National Saving Certificates (NSC), Senior Citizens Savings Scheme (SCSS) and Post Office Time Deposits (POTD), although existing investments (i.e., those that were purchased before becoming an NRI) can be continued till maturity.

D. TDS FOR NRIs AND THOSE EARNING OVERSEAS

1. When a NRI sells a property, he has to deduct 20% TDS and deposit it with the government.
2. NRIs are not permitted to submit Form 15G for interest on their NRO deposits in banks, and TDS is mandatory, which is 30.9% without any threshold limit on interest income.
3. The interest earned on all other investments, such as corporate deposits and bonds, is subject to a 20.6% TDS.
4. 15% TDS is applicable on short-term or long-term capital gains earned by NRIs when they sell mutual funds or stocks if the securities transaction tax (STT) has been paid, and 30.9% TDS if no STT has been paid.

5. NRIs are liable to pay 30% TDS on rental income obtained from land and buildings, and all other taxable incomes, along with a cess of 3%.