What taxes will I have to pay in the U.S. as an EB-5 resident?

Once you obtain residency through EB-5, you are treated as a U.S. taxpayer. In practice, this means reporting your worldwide income and meeting tax obligations that may exist at three levels: federal, state, and local.

At the federal level, income tax is the most well-known and is applied on a progressive basis, with the tax authority (the IRS) receiving returns covering wages, investments, and other sources. State and local taxes vary considerably: some states impose little or no income tax, while others carry a higher overall burden.

• Obligations may be federal, state, and local, depending on where you live.
• Worldwide income is included in your return, not just income generated in the U.S.
• Tax treaties and credits can help avoid double taxation.

If you still have ties or income in another country, the situation becomes more sensitive, and sound planning makes a real difference. Be cautious of anyone who promises tax exemptions without legal backing.

Since the rules depend on your specific situation and change over time, verify your current obligations through official sources and work with a CPA or tax advisor who specializes in immigration.

About the author

Victoria Harper

Editor-in-Chief

Meet the author

As a journalist and lead editor at Visto n’ Visa, Victoria helps ensure that immigration topics are covered in a clear, trustworthy, and easy-to-understand way. Her focus is on delivering useful, human, and relevant content for people exploring new paths abroad.