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Form 8621 Calculator – Update v16.01.02

Form 8621 CalculatorUpdates

  • New Section 1291 Calculations
    • Including Return of Capital distributions in Excess Distributions calculations
    • Carry over Deemed Disposition gain as unreversed inclusions when making the Mark to Market Election.
  • Block by block tracking and reporting of Unrealized gains/losses and unreversed inclusions.

New Features