Take a look at our Tax Tools to help you with your tax preparation
Generate the required entries for the Form 8621 and all affected 1040 schedules by simply entering the transaction summary of each fund in your client’s investment profile.Our Form 8621 Calculator provides you with a solution to this complex tax task.
If you are someone who prepares their own taxes every year- but now you realize you own PFIC investments and need to file IRS Form 8621 to report them and you don’t want to pay an accountant to prepare your tax forms for you- we can help!
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