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Form 8621 Calculator – Update 16.03.00

New in this update New user interface to match the cloud version of the calculator Enhanced PDF generation (documents are no longer saved on the server, but generated as needed) Statistics: Total Number of forms and funds, total FMV in client portfolio. 2005 forms and calculations

Form 8621 Calculator – Update 16.03.01

New Feature: Ability to key in transactions using the USD amounts when the statements are in US currency instead of the original functional currency of the investments and/or account.

QEF Calculation module (v17.03.01)

Expat Tax Tools is pleased to announce the release of our newest calculation module for completing the Form 8621 for Qualified Electing Funds (QEF). The new QEF module includes both the pedigreed and un-pedigreed calculations, deemed sale elections, and prior year adjustments (when needed). Also included in this release the following exciting new features: Hiding...

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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...

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FORM 8621 UPDATE (v18.01.00)

Update Currency update 2017 December 2017 interest and tax rates 2017 forms and calculations Enhancements Currency setting by funds, not by account

FORM 8621 UPDATE (v18.01.01)

Update 2017 CCH Tax Preparation Program data entry update Fix Removed disallowed Foreign Tax Credits credits the form 8621 Deemed Sale Fair Market Value currency fix