{"id":17989,"date":"2026-07-17T13:13:15","date_gmt":"2026-07-17T07:43:15","guid":{"rendered":"https:\/\/www.tickertape.in\/blog\/?p=17989"},"modified":"2026-07-17T18:53:09","modified_gmt":"2026-07-17T13:23:09","slug":"how-to-file-us-stock-taxes-in-india","status":"publish","type":"post","link":"https:\/\/www.tickertape.in\/blog\/how-to-file-us-stock-taxes-in-india\/","title":{"rendered":"How to File Taxes on US Stocks in India Using Tickertape and ClearTax? Step-by-Step Process for FY 2025-26"},"content":{"rendered":"\n<p>If you invested in US stocks through Tickertape, filing your ITR for Financial Year FY 2025\u201326 (or Assessment Year AY 2026-27) requires more than just reporting regular income.<\/p>\n\n\n\n<p>Holding foreign assets as an Indian resident entails additional requirements, including reporting capital gains, declaring dividend income under Schedule FSI, and filing Form 67 to claim credit for the US tax withheld on your dividends.<\/p>\n\n\n\n<p>The process is simpler than it seems, as your Tickertape account already provides all the relevant tax documents. All you need to do is download the required reports from Tickertape and upload them through ClearTax\u2019s dedicated Tickertape flow.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><strong>Heard about Schedule FA?<\/strong>&nbsp;It does not apply to your Tickertape US investments this year. Schedule FA runs on the calendar year (January\u2013December 2025) while the rest of your ITR runs on the financial year, and Tickertape\u2019s US broking accounts opened after that reporting window closed. Schedule FA disclosure for your Tickertape holdings begins from next year\u2019s filing (AY 2027-28).<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>This guide takes you through the complete process, from downloading the relevant documents to reviewing the imported details and filing your ITR.<\/p>\n\n\n\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_66_1 ez-toc-wrap-left counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.tickertape.in\/blog\/how-to-file-us-stock-taxes-in-india\/#How-to-File-Your-US-Stock-Taxes-Using-Tickertape-and-ClearTax\" title=\"How to File Your US Stock Taxes Using Tickertape and ClearTax?\">How to File Your US Stock Taxes Using Tickertape and ClearTax?<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.tickertape.in\/blog\/how-to-file-us-stock-taxes-in-india\/#Step-1-Log-in-to-Tickertape\" title=\"Step 1: Log in to Tickertape\">Step 1: Log in to Tickertape<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.tickertape.in\/blog\/how-to-file-us-stock-taxes-in-india\/#Step-2-Go-to-the-Profile-Section\" title=\"Step 2: Go to the Profile Section\">Step 2: Go to the Profile Section<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.tickertape.in\/blog\/how-to-file-us-stock-taxes-in-india\/#Step-3-Open-the-Documents-Section\" title=\"Step 3: Open the Documents Section\">Step 3: Open the Documents Section<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.tickertape.in\/blog\/how-to-file-us-stock-taxes-in-india\/#Step-4-Download-All-Tax-Documents-for-FY-2025%E2%80%9326\" title=\"Step 4: Download All Tax Documents for FY 2025\u201326\">Step 4: Download All Tax Documents for FY 2025\u201326<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.tickertape.in\/blog\/how-to-file-us-stock-taxes-in-india\/#Step-5-File-Form-67-on-the-Income-Tax-Portal\" title=\"Step 5: File Form 67 on the Income Tax Portal\">Step 5: File Form 67 on the Income Tax Portal<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.tickertape.in\/blog\/how-to-file-us-stock-taxes-in-india\/#Step-6-Go-to-the-ClearTax-Partner-Page\" title=\"Step 6: Go to the ClearTax Partner Page\">Step 6: Go to the ClearTax Partner Page<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.tickertape.in\/blog\/how-to-file-us-stock-taxes-in-india\/#Step-7-Navigate-to-the-US-Stocks-Investments-Section\" title=\"Step 7: Navigate to the US Stocks &amp; Investments Section\">Step 7: Navigate to the US Stocks &amp; Investments Section<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/www.tickertape.in\/blog\/how-to-file-us-stock-taxes-in-india\/#Step-8-Upload-Your-Tickertape-Tax-Documents\" title=\"Step 8: Upload Your Tickertape Tax Documents\">Step 8: Upload Your Tickertape Tax Documents<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/www.tickertape.in\/blog\/how-to-file-us-stock-taxes-in-india\/#Step-9-Review-the-Imported-Details\" title=\"Step 9: Review the Imported Details\">Step 9: Review the Imported Details<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/www.tickertape.in\/blog\/how-to-file-us-stock-taxes-in-india\/#Step-10-Apply-the-Tickertape-Discount-Code\" title=\"Step 10: Apply the Tickertape Discount Code\">Step 10: Apply the Tickertape Discount Code<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/www.tickertape.in\/blog\/how-to-file-us-stock-taxes-in-india\/#Step-11-Submit-and-E-Verify-Your-Return\" title=\"Step 11: Submit and E-Verify Your Return\">Step 11: Submit and E-Verify Your Return<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/www.tickertape.in\/blog\/how-to-file-us-stock-taxes-in-india\/#Frequently-Asked-Questions\" title=\"Frequently Asked Questions\">Frequently Asked Questions<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/www.tickertape.in\/blog\/how-to-file-us-stock-taxes-in-india\/#1-How-can-I-file-taxes-on-US-stocks-invested-through-Tickertape\" title=\"1. How can I file taxes on US stocks invested through Tickertape?\">1. How can I file taxes on US stocks invested through Tickertape?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/www.tickertape.in\/blog\/how-to-file-us-stock-taxes-in-india\/#2-Where-can-I-find-my-Tickertape-tax-documents\" title=\"2. Where can I find my Tickertape tax documents?\">2. Where can I find my Tickertape tax documents?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/www.tickertape.in\/blog\/how-to-file-us-stock-taxes-in-india\/#3-Do-I-need-to-report-Schedule-FA-for-my-Tickertape-US-stocks-this-year\" title=\"3. Do I need to report Schedule FA for my Tickertape US stocks this year?\">3. Do I need to report Schedule FA for my Tickertape US stocks this year?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/www.tickertape.in\/blog\/how-to-file-us-stock-taxes-in-india\/#4-Do-I-have-to-report-US-dividends-if-tax-was-already-withheld-in-the-US\" title=\"4. Do I have to report US dividends if tax was already withheld in the US?\">4. Do I have to report US dividends if tax was already withheld in the US?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-18\" href=\"https:\/\/www.tickertape.in\/blog\/how-to-file-us-stock-taxes-in-india\/#5-What-is-Form-67-and-when-should-I-file-it\" title=\"5. What is Form 67, and when should I file it?\">5. What is Form 67, and when should I file it?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-19\" href=\"https:\/\/www.tickertape.in\/blog\/how-to-file-us-stock-taxes-in-india\/#6-Do-I-need-to-file-an-ITR-if-I-only-bought-US-stocks-and-did-not-sell-any\" title=\"6. Do I need to file an ITR if I only bought US stocks and did not sell any?\">6. Do I need to file an ITR if I only bought US stocks and did not sell any?<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"How-to-File-Your-US-Stock-Taxes-Using-Tickertape-and-ClearTax\"><\/span><strong>How to File Your US Stock Taxes Using Tickertape and ClearTax?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Step-1-Log-in-to-Tickertape\"><\/span><strong>Step 1: Log in to Tickertape<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Open the\u00a0<a href=\"http:\/\/tickertape.in\/\" rel=\"nofollow noopener\" target=\"_blank\">Tickertape<\/a>\u00a0app and log in to your account.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"495\" height=\"1024\" src=\"https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/07\/step-1-495x1024.png\" alt=\"Step 1\" class=\"wp-image-18056\" style=\"width:293px\" srcset=\"https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/07\/step-1-495x1024.png 495w, https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/07\/step-1-145x300.png 145w, https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/07\/step-1-743x1536.png 743w, https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/07\/step-1-991x2048.png 991w, https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/07\/step-1-150x310.png 150w, https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/07\/step-1.png 1198w\" sizes=\"(max-width: 495px) 100vw, 495px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Step-2-Go-to-the-Profile-Section\"><\/span><strong>Step 2: Go to the Profile Section<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Tap your Profile icon (top left). In the menu, select&nbsp;<a href=\"https:\/\/www.tickertape.in\/us-stocks\/account\">Global Investment Account<\/a>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/07\/Step-2-final.jpg\" alt=\"Step 2\" style=\"width:293px\"\/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Step-3-Open-the-Documents-Section\"><\/span><strong>Step 3: Open the Documents Section<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Inside your Global Investment Account, select&nbsp;<a href=\"https:\/\/www.tickertape.in\/us-stocks\/account\/documents\">Documents<\/a>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"730\" height=\"1024\" src=\"https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/07\/Setp-3-1-730x1024.jpg\" alt=\"Step 3\" class=\"wp-image-18030\" style=\"width:293px\" srcset=\"https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/07\/Setp-3-1-730x1024.jpg 730w, https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/07\/Setp-3-1-214x300.jpg 214w, https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/07\/Setp-3-1-1094x1536.jpg 1094w, https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/07\/Setp-3-1-150x211.jpg 150w, https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/07\/Setp-3-1.jpg 1189w\" sizes=\"(max-width: 730px) 100vw, 730px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"step-4-download-all-tax-documents-for-fy-2025\u201326\"><span class=\"ez-toc-section\" id=\"Step-4-Download-All-Tax-Documents-for-FY-2025%E2%80%9326\"><\/span><strong>Step 4: Download All Tax Documents for FY 2025\u201326<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>From the <a href=\"https:\/\/www.tickertape.in\/us-stocks\/account\/documents\">Documents<\/a> section, download the FY 2025\u201326 versions of these three reports and save them to your device:<\/p>\n\n\n\n<ul>\n<li><strong>Tax P&amp;L Statement<\/strong>&nbsp;&#8211; for your capital gains schedules<\/li>\n\n\n\n<li><strong>Schedule FSI &#8211;<\/strong>&nbsp;for reporting dividend income<\/li>\n\n\n\n<li><strong>Foreign Tax Credit Application<\/strong>&nbsp;&#8211; contains the details you need to file Form 67 and claim credit for the US tax withheld on your dividends<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"733\" height=\"1024\" src=\"https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/07\/Setp-4-1-733x1024.jpg\" alt=\"Step 4\" class=\"wp-image-18031\" style=\"width:293px\" srcset=\"https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/07\/Setp-4-1-733x1024.jpg 733w, https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/07\/Setp-4-1-215x300.jpg 215w, https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/07\/Setp-4-1-1100x1536.jpg 1100w, https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/07\/Setp-4-1-150x209.jpg 150w, https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/07\/Setp-4-1.jpg 1183w\" sizes=\"(max-width: 733px) 100vw, 733px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Step-5-File-Form-67-on-the-Income-Tax-Portal\"><\/span><strong>Step 5: File Form 67 on the Income Tax Portal<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Form 67 must be filed on the Income Tax Portal before you file your ITR, so that you can claim credit for the US tax already withheld on your dividends:<\/p>\n\n\n\n<ol>\n<li>Log in to the Income Tax Portal using your PAN and password<\/li>\n\n\n\n<li>Go to&nbsp;<strong>e-File \u2192 Income Tax Forms \u2192 File Income Tax Forms<\/strong><\/li>\n\n\n\n<li>Search for \u201cForm 67\u201d or find it under the&nbsp;<strong>Double Taxation Relief<\/strong>&nbsp;category<\/li>\n\n\n\n<li>Add the necessary details on the portal as per the template in the Foreign Tax Credit Application downloaded from your <a href=\"https:\/\/www.tickertape.in\/us-stocks\/account\/documents\">Documents<\/a> section<\/li>\n\n\n\n<li>Submit Form 67<\/li>\n\n\n\n<li>Note down the date of filing and the acknowledgement number \u2014 you will need both while filing your ITR on ClearTax<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Step-6-Go-to-the-ClearTax-Partner-Page\"><\/span><strong>Step 6: Go to the ClearTax Partner Page<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Open the\u00a0<a href=\"https:\/\/cleartax.in\/s\/partner-tickertape?utm_source=tickertape&amp;utm_medium=banner&amp;utm_campaign=itr_category_broker\" rel=\"nofollow noopener\" target=\"_blank\">Tickertape ClearTax filing page<\/a>. You can start a new filing or log in to an existing ClearTax account from here. Click on \u201cFile ITR Now\u201d.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"461\" src=\"https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/07\/Step-6-1-1024x461.png\" alt=\"How to File Taxes on US Stocks in India Using Tickertape and ClearTax? Step 6\" class=\"wp-image-17985\" srcset=\"https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/07\/Step-6-1-1024x461.png 1024w, https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/07\/Step-6-1-300x135.png 300w, https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/07\/Step-6-1-1536x691.png 1536w, https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/07\/Step-6-1-150x67.png 150w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Step-7-Navigate-to-the-US-Stocks-Investments-Section\"><\/span><strong>Step 7: Navigate to the US Stocks &amp; Investments Section<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Inside the <a href=\"https:\/\/cleartax.in\/s\/partner-tickertape?utm_source=tickertape&amp;utm_medium=banner&amp;utm_campaign=itr_category_broker\" rel=\"nofollow noopener\" target=\"_blank\">ClearTax<\/a> filing flow, go to the Income Sources tab, scroll down to\u00a0<strong>Foreign Assets &#8211; US Stocks<\/strong>\u00a0and select Tickertape from the list of available platforms.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"511\" src=\"https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/07\/Step-7-1-1024x511.png\" alt=\"How to File Taxes on US Stocks in India Using Tickertape and ClearTax? Step 7\" class=\"wp-image-17986\" srcset=\"https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/07\/Step-7-1-1024x511.png 1024w, https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/07\/Step-7-1-300x150.png 300w, https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/07\/Step-7-1-1536x767.png 1536w, https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/07\/Step-7-1-150x75.png 150w, https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/07\/Step-7-1.png 1774w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Step-8-Upload-Your-Tickertape-Tax-Documents\"><\/span><strong>Step 8: Upload Your Tickertape Tax Documents<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>After selecting Tickertape, upload each document where ClearTax asks for it:<\/p>\n\n\n\n<ul>\n<li>Upload the&nbsp;<strong>Tax P&amp;L Statement<\/strong>&nbsp;&#8211; ClearTax auto-fills your capital gains schedules<\/li>\n\n\n\n<li>Upload the&nbsp;<strong>Schedule FSI<\/strong>&nbsp;&#8211; ClearTax auto-fills your dividend income<\/li>\n\n\n\n<li><strong>Already filed Form 67 (Step 5)?&nbsp;<\/strong>Add the date of filing and the acknowledgement number where ClearTax asks for your foreign tax credit details<\/li>\n<\/ul>\n\n\n\n<p>ClearTax parses your uploaded <a href=\"https:\/\/www.tickertape.in\/us-stocks\/account\/documents\">documents<\/a> and populates the relevant schedules for you.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"531\" src=\"https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/07\/Step-8-1-1024x531.jpg\" alt=\"How to File Taxes on US Stocks in India Using Tickertape and ClearTax? Step 8\" class=\"wp-image-17993\" srcset=\"https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/07\/Step-8-1-1024x531.jpg 1024w, https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/07\/Step-8-1-300x156.jpg 300w, https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/07\/Step-8-1-1536x796.jpg 1536w, https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/07\/Step-8-1-150x78.jpg 150w, https:\/\/www.tickertape.in\/blog\/wp-content\/uploads\/2026\/07\/Step-8-1.jpg 1742w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Step-9-Review-the-Imported-Details\"><\/span><strong>Step 9: Review the Imported Details<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Check the imported values against your Tickertape <a href=\"https:\/\/www.tickertape.in\/us-stocks\/account\/documents\">documents<\/a>. Review the capital gains, dividend income and the Form 67 details (date of filing and acknowledgement number) before proceeding.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Step-10-Apply-the-Tickertape-Discount-Code\"><\/span><strong>Step 10: Apply the Tickertape Discount Code<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Enter&nbsp;<strong>CTCTICKERTAPE<\/strong>&nbsp;at checkout to receive 70% off the applicable ClearTax paid plan. While this is optional, who can say no to a good discount!<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Step-11-Submit-and-E-Verify-Your-Return\"><\/span><strong>Step 11: Submit and E-Verify Your Return<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Complete the remaining filing steps on ClearTax and submit your return to the Income Tax Department portal. Once submitted, e-verify your return to complete the filing process.<\/p>\n\n\n\n<p><strong>Remember:&nbsp;<\/strong>the ITR filing deadline for most individual investors (ITR-1 and ITR-2) for FY 2025\u201326 is&nbsp;<strong>31st July 2026<\/strong>. Filing early keeps you clear of last-minute portal rush and late-filing fees.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Frequently-Asked-Questions\"><\/span><strong>Frequently Asked Questions<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n<div id=\"rank-math-faq\" class=\"rank-math-block\">\n<div class=\"rank-math-list \">\n<div id=\"faq-question-1784273968880\" class=\"rank-math-list-item\">\n<h3 class=\"rank-math-question \"><span class=\"ez-toc-section\" id=\"1-How-can-I-file-taxes-on-US-stocks-invested-through-Tickertape\"><\/span><strong>1. How can I file taxes on US stocks invested through Tickertape?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div class=\"rank-math-answer \">\n\n<p>You can file your <a href=\"https:\/\/www.tickertape.in\/us-stocks\">US stock<\/a> taxes by first downloading the required <a href=\"https:\/\/www.tickertape.in\/us-stocks\/account\/documents\">documents<\/a> from your Global Investment Account. Upload these documents in the Tickertape section on <a href=\"https:\/\/cleartax.in\/s\/partner-tickertape?utm_source=tickertape&amp;utm_medium=banner&amp;utm_campaign=itr_category_broker\" rel=\"nofollow noopener\" target=\"_blank\">ClearTax<\/a>, review whether the details have been captured correctly, and then complete your ITR filing.<\/p>\n\n<\/div>\n<\/div>\n<div id=\"faq-question-1784274047053\" class=\"rank-math-list-item\">\n<h3 class=\"rank-math-question \"><span class=\"ez-toc-section\" id=\"2-Where-can-I-find-my-Tickertape-tax-documents\"><\/span><strong>2. Where can I find my Tickertape tax documents?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div class=\"rank-math-answer \">\n\n<p>You can find the <a href=\"https:\/\/www.tickertape.in\/us-stocks\/account\/documents\">documents<\/a> in the Tickertape app:<br \/>&#8211; Log in to your <a href=\"https:\/\/www.tickertape.in\/\">Tickertape<\/a> account<br \/>&#8211; Tap your profile icon<br \/>&#8211; Open <strong>Global Investment Account<\/strong><br \/>&#8211; Select <strong>Documents<\/strong><br \/>&#8211; Download the <strong>Tax P&amp;L Statement, Dividend Report and Foreign Tax Credit Application<\/strong> for the relevant financial year<\/p>\n\n<\/div>\n<\/div>\n<div id=\"faq-question-1784274047953\" class=\"rank-math-list-item\">\n<h3 class=\"rank-math-question \"><span class=\"ez-toc-section\" id=\"3-Do-I-need-to-report-Schedule-FA-for-my-Tickertape-US-stocks-this-year\"><\/span><strong>3. Do I need to report Schedule FA for my Tickertape US stocks this year?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div class=\"rank-math-answer \">\n\n<p>No, the Schedule FA runs on the calendar year, while the rest of your ITR runs on the financial year. For AY 2026-27, Schedule FA covers 1st January to 31st December 2025, while your income schedules cover 1st April 2025 to 31st March 2026. Since Tickertape\u2019s US broking accounts opened after the CY2025 reporting window, there is nothing to disclose in Schedule FA this year. Your Tickertape US holdings will need to be disclosed under Schedule FA from next year\u2019s filing (AY 2027-28).<\/p>\n\n<\/div>\n<\/div>\n<div id=\"faq-question-1784274049153\" class=\"rank-math-list-item\">\n<h3 class=\"rank-math-question \"><span class=\"ez-toc-section\" id=\"4-Do-I-have-to-report-US-dividends-if-tax-was-already-withheld-in-the-US\"><\/span><strong>4. Do I have to report US dividends if tax was already withheld in the US?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div class=\"rank-math-answer \">\n\n<p>Yes, the gross dividend income generally needs to be reported in India under Schedule FSI even when US tax has already been withheld. Eligible investors may claim credit for the foreign tax by filing Form 67 on the Income Tax Portal (using the details in the Foreign Tax Credit Application available in their Tickertape account) before filing their ITR.<\/p>\n\n<\/div>\n<\/div>\n<div id=\"faq-question-1784274049840\" class=\"rank-math-list-item\">\n<h3 class=\"rank-math-question \"><span class=\"ez-toc-section\" id=\"5-What-is-Form-67-and-when-should-I-file-it\"><\/span><strong>5. What is Form 67, and when should I file it?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div class=\"rank-math-answer \">\n\n<p>Form 67 is the form used to claim Foreign Tax Credit for taxes withheld outside India, such as the US tax on your dividends. It must be filed on the Income Tax Portal before you file your ITR. Use the Foreign Tax Credit Application from your <a href=\"https:\/\/www.tickertape.in\/us-stocks\/account\/documents\">Tickertape Documents<\/a> section to fill it out, and keep the date of filing and acknowledgement number handy, as ClearTax will ask for both during your ITR filing.<\/p>\n\n<\/div>\n<\/div>\n<div id=\"faq-question-1784274139161\" class=\"rank-math-list-item\">\n<h3 class=\"rank-math-question \"><span class=\"ez-toc-section\" id=\"6-Do-I-need-to-file-an-ITR-if-I-only-bought-US-stocks-and-did-not-sell-any\"><\/span><strong>6. Do I need to file an ITR if I only bought US stocks and did not sell any?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div class=\"rank-math-answer \">\n\n<p>Yes, you may still have reporting obligations even without any sales. Any dividends received on your US stocks are taxable in India and must be reported under Schedule FSI, with Form 67 used to claim credit for US tax withheld. Note that while foreign asset disclosure under Schedule FA is generally based on holding an asset (not only selling it), it does not apply to Tickertape US accounts for AY 2026-27, as explained above.<\/p>\n\n<\/div>\n<\/div>\n<\/div>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>If you invested in US stocks through Tickertape, filing your ITR for Financial Year FY 2025\u201326 (or Assessment Year AY 2026-27) requires more than just reporting regular income. Holding foreign assets as an Indian resident entails additional requirements, including reporting capital gains, declaring dividend income under Schedule FSI, and filing Form 67 to claim credit<\/p>\n","protected":false},"author":173,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"_lmt_disableupdate":"","_lmt_disable":"","footnotes":""},"categories":[1],"tags":[],"acf":[],"modified_by":"Durga Mishra","jetpack_featured_media_url":"","_links":{"self":[{"href":"https:\/\/www.tickertape.in\/blog\/wp-json\/wp\/v2\/posts\/17989"}],"collection":[{"href":"https:\/\/www.tickertape.in\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.tickertape.in\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.tickertape.in\/blog\/wp-json\/wp\/v2\/users\/173"}],"replies":[{"embeddable":true,"href":"https:\/\/www.tickertape.in\/blog\/wp-json\/wp\/v2\/comments?post=17989"}],"version-history":[{"count":43,"href":"https:\/\/www.tickertape.in\/blog\/wp-json\/wp\/v2\/posts\/17989\/revisions"}],"predecessor-version":[{"id":18059,"href":"https:\/\/www.tickertape.in\/blog\/wp-json\/wp\/v2\/posts\/17989\/revisions\/18059"}],"wp:attachment":[{"href":"https:\/\/www.tickertape.in\/blog\/wp-json\/wp\/v2\/media?parent=17989"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.tickertape.in\/blog\/wp-json\/wp\/v2\/categories?post=17989"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.tickertape.in\/blog\/wp-json\/wp\/v2\/tags?post=17989"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}