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Form 8621 Update: Consolidated Forms Guide (v17.03.02)


New Features

  • Consolidated Forms Guide
  • Export consolidated tax software grids for Schedule D and Schedule B
  • Form 1040 Statements for consolidated report: Line 21, Additional Tax and Interest, Form 1116 Line 12
  • Election in settings to use or opt out of the new consolidated reporting.
  • List Reference ID in Forms and Fund list
  • Order forms list by reference ID


  • PDF report fix when the transitional rule is applied
  • Remove the day of purchase from the holding period when counting days