O-3 Visa (O1 spouse) and earning income
#1
Just Joined
Thread Starter
Joined: Oct 2023
Posts: 3
O-3 Visa (O1 spouse) and earning income
My girlfriend has a O1 visa and I am planning to join her in the US on a O3 spouse visa.
The O3 visa does not allow me to work and earn income. I wonder how this provision applies to the below scenarios:
1) I am a shareholder in a private company in the UK. I receive monthly dividends from this company and no work is undertaken. Is this allowed? Presumably these dividends will be fully taxed in California if I become a resident?
2) To avoid paying corporation tax in the limited company on top of income taxes in the US, I could bill the limited company e.g. strategic advisory services. Would this be considered work though?
3) I am a director of the limited company above. Does this make any difference? I can resign if needs be.
4) Separately I am director of another limited company. Occasionally, I represent this company at a trade show in Las Vegas (under my normal ESTA visa). Would I not be allowed to do this anymore if I get a O3 visa?
5) Lastly, I manage my own private portfolio of stocks form which I earn dividends and capital gains. Am I allowed to continue managing this portfolio if I live in the US with an O3 visa?
The O3 visa does not allow me to work and earn income. I wonder how this provision applies to the below scenarios:
1) I am a shareholder in a private company in the UK. I receive monthly dividends from this company and no work is undertaken. Is this allowed? Presumably these dividends will be fully taxed in California if I become a resident?
2) To avoid paying corporation tax in the limited company on top of income taxes in the US, I could bill the limited company e.g. strategic advisory services. Would this be considered work though?
3) I am a director of the limited company above. Does this make any difference? I can resign if needs be.
4) Separately I am director of another limited company. Occasionally, I represent this company at a trade show in Las Vegas (under my normal ESTA visa). Would I not be allowed to do this anymore if I get a O3 visa?
5) Lastly, I manage my own private portfolio of stocks form which I earn dividends and capital gains. Am I allowed to continue managing this portfolio if I live in the US with an O3 visa?
#4
Just Joined
Joined: Sep 2023
Posts: 8
Re: O-3 Visa (O1 spouse) and earning income
Passive income, like receiving dividends or investing in the stock market, is generally not a problem from an immigration law perspective. The key thing is to avoid doing any 'productive work' while in the U.S. on your O-3. The length of time you are present in the U.S. will have implications for your tax residency status (per the substantial presence test), so it would be worth consulting a tax expert to navigate that side of things.
Have you explored alternative U.S. visa options that would allow you to run your business/work?
Have you explored alternative U.S. visa options that would allow you to run your business/work?
#5
Just Joined
Thread Starter
Joined: Oct 2023
Posts: 3
Re: O-3 Visa (O1 spouse) and earning income
Passive income, like receiving dividends or investing in the stock market, is generally not a problem from an immigration law perspective. The key thing is to avoid doing any 'productive work' while in the U.S. on your O-3. The length of time you are present in the U.S. will have implications for your tax residency status (per the substantial presence test), so it would be worth consulting a tax expert to navigate that side of things.
Have you explored alternative U.S. visa options that would allow you to run your business/work?
Have you explored alternative U.S. visa options that would allow you to run your business/work?
#6
Re: O-3 Visa (O1 spouse) and earning income
Another visa option for your wife instead that does allow you to work? I was in the same situation earlier this year, I have companies in the UK and so couldn’t not work on my O3. We applied for ‘green cards’ via EB1-A before we moved, they took 5 months to obtain which meant I could work straight away and run my businesses from here.
#7
Just Joined
Joined: Sep 2023
Posts: 8
Re: O-3 Visa (O1 spouse) and earning income
Yes that’ll be the EB-5, which is an immigrant visa. The E-2 treaty investor visa, on the other hand, is a nonimmigrant visa that generally requires a somewhat lower investment amount. <snip>
Last edited by christmasoompa; Oct 24th 2023 at 5:39 pm. Reason: Please re-read Site Rule 9, thx
#8
DE-UK-NZ-IE-US... the TYP
Joined: Mar 2010
Posts: 2,855
Re: O-3 Visa (O1 spouse) and earning income
My girlfriend has a O1 visa and I am planning to join her in the US on a O3 spouse visa.
The O3 visa does not allow me to work and earn income. I wonder how this provision applies to the below scenarios:
1) I am a shareholder in a private company in the UK. I receive monthly dividends from this company and no work is undertaken. Is this allowed? Presumably these dividends will be fully taxed in California if I become a resident?
2) To avoid paying corporation tax in the limited company on top of income taxes in the US, I could bill the limited company e.g. strategic advisory services. Would this be considered work though?
3) I am a director of the limited company above. Does this make any difference? I can resign if needs be.
4) Separately I am director of another limited company. Occasionally, I represent this company at a trade show in Las Vegas (under my normal ESTA visa). Would I not be allowed to do this anymore if I get a O3 visa?
5) Lastly, I manage my own private portfolio of stocks form which I earn dividends and capital gains. Am I allowed to continue managing this portfolio if I live in the US with an O3 visa?
The O3 visa does not allow me to work and earn income. I wonder how this provision applies to the below scenarios:
1) I am a shareholder in a private company in the UK. I receive monthly dividends from this company and no work is undertaken. Is this allowed? Presumably these dividends will be fully taxed in California if I become a resident?
2) To avoid paying corporation tax in the limited company on top of income taxes in the US, I could bill the limited company e.g. strategic advisory services. Would this be considered work though?
3) I am a director of the limited company above. Does this make any difference? I can resign if needs be.
4) Separately I am director of another limited company. Occasionally, I represent this company at a trade show in Las Vegas (under my normal ESTA visa). Would I not be allowed to do this anymore if I get a O3 visa?
5) Lastly, I manage my own private portfolio of stocks form which I earn dividends and capital gains. Am I allowed to continue managing this portfolio if I live in the US with an O3 visa?
Other than the obvious issue with the above, you realize that because you will be a US tax person you would then have to pay the employer and employee tax on the “consulting income” because it’s effectively like a 1099-NEC.