Countries › Mexico
Mexico residency requirements: does dividend income count?
We track 1 Mexico residency route. Short answer, from official sources: dividend income doesn't count toward Temporary Resident (economic solvency).
Does Mexico accept dividends?
- Temporary Resident (economic solvency) NoNo — the income route counts only employment or pension income. Investments count only through the savings/investment balance route (an average monthly balance of 11,460 UMA-days over 12 months).Official text: “1. Original o documento electrónico con certificado digital de comprobante de inversiones o cuentas bancarias con saldo promedio mensual equivalente a once mil cuatrocientos sesenta días en UMA, durante los últimos doce meses; o 2. ... empleo o pensión con ingresos mensuales libres de gravámenes ...” (checked 2026-10-26) Source: dof.gob.mx
sidof.segob.gob.mx
Checked 2026-10-26. Compare every country →
3 verified facts · 1 not yet verified · 0 conflicting
1. Temporary Resident (economic solvency)
| Fact | What the official source says | Status | Primary source | Date checked |
|---|---|---|---|---|
| Income floor | Monthly income, free of taxes, above 680 days of UMA over the last 6 months, from employment or a pension (SRE/SEGOB visa guidelines, DOF 25 Jul 2025). With the 2026 UMA of MXN 117.31/day that is about MXN 79,771/month. The alternative is an average monthly balance of 11,460 UMA-days (about MXN 1,344,373) in savings or investments over 12 months.Official text: “2. Original de los documentos que demuestren que cuenta con empleo o pensión con ingresos mensuales libres de gravámenes mayores al equivalente de seiscientos ochenta días en UMA durante los últimos seis meses.” (checked 2026-10-26) | Verified | dof.gob.mx sidof.segob.gob.mx dof.gob.mx consulmex.sre.gob.mx | 2026-10-26 |
| Do dividends count? | No — the income route counts only employment or pension income. Investments count only through the savings/investment balance route (an average monthly balance of 11,460 UMA-days over 12 months).Official text: “1. Original o documento electrónico con certificado digital de comprobante de inversiones o cuentas bancarias con saldo promedio mensual equivalente a once mil cuatrocientos sesenta días en UMA, durante los últimos doce meses; o 2. ... empleo o pensión con ingresos mensuales libres de gravámenes ...” (checked 2026-10-26) | Verified | dof.gob.mx sidof.segob.gob.mx | 2026-10-26 |
Temporary Resident (economic solvency) details →
Tax in Mexico
| Fact | What the official source says | Status | Primary source | Date checked |
|---|---|---|---|---|
| Tax on foreign dividends | Not yet verified. No SAT primary source found this pass on the tax treatment of foreign dividends for residents. Checked 2026-10-26; email to SAT drafted. | Not yet verified | — | 2026-10-26 |
| Tax on crypto gains | Crypto disposals are treated as alienation of goods (LISR art. 126) with a 20% provisional payment (PRODECON guide). | Verified | prodecon.gob.mx | 2026-10-26 |
Your home country may still tax your dividends; check its rules.
How it's taxed in Mexico
Last verified: 2026-10-26Mexico tax on your dividends
Local treatment of a US return-of-capital payout can differ from its US label.
- Foreign dividends Residents of Mexico are taxed on all income wherever sourced (LISR art. 1); dividends from foreign companies are income for individuals (art. 142-V); foreign income tax paid is creditable (art. 5). Rate not shown (not extracted from the law). Whether a US return-of-capital payment counts as a capital reduction under art. 142-V is not verified.
- US return-of-capital payouts
If you're a US citizen living here
- Worldwide taxation U.S. citizens and resident aliens abroad are taxed on worldwide income; the dividend/ROC rules above apply exactly as for U.S. residents.
- Foreign earned income exclusion The Foreign Earned Income Exclusion does not cover dividends or other investment income.
- FBAR FBAR (FinCEN 114) required if foreign financial accounts total more than $10,000 at any time in the year.
- Form 8938 (living abroad) Form 8938 (living abroad): > $200k year-end or > $300k anytime (single/MFS); > $400k / $600k (joint).
General information from official sources, not tax advice. Talk to a qualified tax professional. ROC status is set by the issuer each year from its earnings and profits; it is an expectation, not a guarantee.
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How we check
We only publish a figure or rule when a government, consulate, or tax authority source confirms it. Where official sources disagree, we say so and show neither figure as fact. Methodology.
Estimates, not tax or legal advice. Consulates often apply their own figures and exchange rates. Immigration rules change; confirm with the official authority or a licensed immigration lawyer. Not legal advice.
Where dividend income does count
Countries with a route where the official source says dividend or investment income qualifies: Argentina, Belize, Chile, Cyprus, Dominican Republic, Ecuador, El Salvador, France, Greece, Italy, Portugal, Spain, Thailand. Run the calculator →