General information only. Not investment, tax or legal advice. Naming a fund category is not a recommendation to buy, hold or sell anything. Prem Tax and Accounting Corp is a CPA firm, not a law firm. Rules differ by country and change often: confirm with the official source or a qualified adviser before you act. Read the full notice. Book a 10-minute call.

Mutual Funds in India

Key dates for Indian fund holders, December 2026 to 2028

A timeline of the main dates for Indian fund holders in India, the USA, Canada, the UK and Europe, with a table of the rest. Only dates we could check on official pages are shown.

Prepared by Prem Tax and Accounting Corp. Last checked against official sources on November 5, 2026.

An Indian fund holder's dates sit in several calendars at once. Our Wall-Calendar Date Ladder lines them up from now into early 2028, covering tax year 2026 in the USA and Canada, UK years 2025-26 and 2026-27, and India's FY 2026-27. Our own part is the U.S. return; your adviser in India, Canada or Europe files the rest. See the year-end checklist and our Indian CPA page.

The short version

Switzerland, the Netherlands, France, Germany, Canada and the USA all close their tax year on December 31. India's year closes on March 31 and the UK's on April 5.
Closing dates for 2026 returns in France, the Netherlands and Zurich are not confirmed, so they are left out.

Key dates, December 2026 to October 2027 date and what happens, tax year 2026

December 3, 2026India: fund houses may accept online KYC from abroad
December 31, 2026Calendar tax year ends; India's belated return for FY 2025-26 closes
January 4, 2027Germany: the 2026 yearly lump sum counts as received
January 31, 2027UK: file and pay for 2025-26 online
March 31, 2027India closes FY 2026-27
April 5, 2027UK year 2026-27 closes
April 15, 2027USA: Form 1040 with Forms 8621 and 8938, plus the FBAR
April 30, 2027Canada: T1 return with Form T1135
May 31, 2027India: Form No. 166 from each fund house
June 15, 2027USA: extra time for filers living abroad; interest still runs
July 31, 2027India: tax year 2026-27 return
October 15, 2027USA: extended return and FBAR deadline

Source: IRS, CRA, GOV.UK, SEBI, Income Tax Department

More dates

Place	Date	What happens
EU	November 11, 2026	Parliament vote on the PRIIPs overhaul is indicated, not confirmed; it is not law
India	December 15, 2026 and March 15, 2027	Advance tax instalments: 75% of the advance tax by the first date and all of it by the second, when tax after TDS reaches Rs 10,000
UK	December 30, 2026	A 2025-26 online return filed by now can have tax collected through a PAYE code
India	April 1, 2027	The USD 1 million yearly NRO remittance limit starts afresh
UK	April 6, 2027	2027-28 savings rates: 22%, 42%, 47% in law; 24%, 44%, 49% announced, not law
France	April 2027	The return for 2026 income opens; the closing date is not confirmed
UK	June 8, 2027	The new Consumer Composite Investments regime is fully in force
Germany	August 2, 2027	The 2026 return without an adviser (July 31 is a Saturday); with one, end of February 2028
India	December 31, 2027 and March 31, 2028	Belated and revised returns for tax year 2026-27
UK	January 31, 2028	2026-27 online return and payment

Our checklist

The Wall-Calendar Date Ladder:

Enter each date for the place where each family member lives or files.
Add a reminder a month ahead, and mark dates that fall on a weekend.
Note whether each date is a filing date or a payment date.
Re-check this page when a budget, circular or new form appears.

Budget 2026 Canada's federal budget, set for November 5, 2026, was not online when we checked, so Canadian figures do not reflect it.

Common questions

Do weekend dates move?

Both January 31, 2027 (a Sunday) and July 31, 2027 (a Saturday) fall on a weekend. Germany pushes a Saturday date to the next working day. For the UK and India we found no equivalent rule.

Why is there no Treasury rate date?

Treasury releases its exchange rates quarterly and names no week, so we say only that the December 31, 2026 rate comes once posted.

Which dates are missing?

The French closing date, the Dutch 2026 date and Zurich's 2026 date. The Dutch 2025 deadline was usually May 1, 2026; Zurich's was March 31, 2026.

Official sources

Keep reading

Please read: general information only

This page gives general information and education about Indian mutual funds and about the tax and reporting rules that may apply to people who hold them. It is not investment, legal, tax, accounting or other professional advice, and it is not a substitute for advice from a qualified adviser, attorney or CPA who knows your facts. Reading it does not create a CPA-client or any other professional relationship with Prem Tax and Accounting Corp. Prem Tax and Accounting Corp is a CPA firm, not a law firm. It does not recommend, rate, sell or manage any mutual fund or other investment, and naming a fund category or product here is not a recommendation to buy, hold or sell it.

Tax and reporting rules differ by country and by person, and they change often: thresholds, rates, forms and deadlines are revised, and agencies, courts and fund companies change how they apply them. We checked the figures against the official sources named on the page on the date shown (last reviewed November 5, 2026), but we do not promise that this page is complete, current or free of errors, and we do not update it the moment a rule changes. Where the rules are unsettled we say so. Fund companies set their own policies on who may invest, and those can change without notice. Past performance does not predict future results, and investments can lose value. Examples are invented and for illustration only.

To the fullest extent the law allows, Prem Tax and Accounting Corp and its owners and staff are not responsible for any loss or decision that results from using this page. Links to government and other websites are for convenience and we do not control them.

This content is copyrighted by Prem Tax and Accounting Corp. Copying it in bulk, scraping it, or using it to train artificial intelligence systems requires our written permission.

Questions about how your Indian funds are reported on a U.S. return? Keshav Agrawal is a U.S. CPA and a Chartered Accountant (CA) from India. We prepare the U.S. side (for example Form 8621, FBAR and Form 8938) and can work alongside your adviser in India, Canada or Europe. We do not sell, rate or recommend any investment. Book a 10-minute call or send us a message.

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