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Form 8621 Calculator – Update v16.01.03

Form 8621 CalculatorUpdates

  • Never miss an update again.
    With this new enhancement you will be able to see the latest update right on your login screen. This allows you to confirm that you are using the latest version of the calculator.
  • Investments that have been completely sold and later re-purchased can now be entered in the same transaction history- no need to create a new fund in the account.


  • Ability to select whether a reinvested distribution was previously
    reported as income on a US return when importing transactions using the
    Excel Import template.


  • Line 15a fix in preview mode
  • Annualized distributions fix
  • Line 5c update to not include the income from Line 14c
  • Line 10c update to include the negative amounts on the summary page