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Form 8621 Calculator

Tired of the time-consuming calculation of Form 8621 for foreign citizens living in the U.S. or U.S. citizens living abroad who need to report their foreign investments? There is an easy solution.

Form 8621 Calculator makes reporting all of the elements of Passive Foreign Investment Company Income (PFICs) easier.

Enter your PFICs information and let Form 8621 Calculator handle the complex calculations.

  • Section 1291 Calculation
  • Mark to Market Election & Section 1296 Calculation
    • Becoming a US person transitional rule application
  • QEF Election
    • Deemed Sale Election
    • Pedigreed and Unpedigreed QEF Calculation
  • Expatriation

Visit the Form 8621 Calculator’s website

Save time

AccordingSave Time with Form 8621 Calculator to the IRS, it can take an experienced tax professional more than 24 hours to complete Form 8621. Save yourself the time and frustration.
Form 8621 Calculator can complete the form in under an hour and turns it into a data entry exercise.

It is just three easy steps:

  • Enter client’s fund information
  • Enter fund’s transaction history
  • Make the required elections

Form 8621 Calculator provides importable grids for users of Prosystems fx, Global fx or CCH Axcess Tax Software and it can handle 150+ currencies

Serve your clients

YourServe Clients with Form 8621 Calculator clients rely on you to know the U.S. Tax Code. Focus your time on preparing their returns accurately and serving your clients. Our expertise is understanding PFIC regulations and delivering software that makes it easy to complete Form 8621.

Our Forms Guide provides a road map of where all the resulting numbers should be entered on the tax return. Accountants and tax preparers can access unlimited use of the Form 8621 Calculator with an annual license. And none of your client’s personal data leaves your office.

For offices that need extra support, Expat Tax Tools has the expertise to prepare Form 8621 for them.

Stop the headaches

ConquerStop The Headaches with Form 8621 Calculator the pain of PFICs reporting. From basis adjustments to return of capital to unreversed inclusions, Form 8621 Calculator performs all the complex calculations for you.

By combining our expertise in U.S. tax and computer programming, Form 8621 Calculator deciphers PFIC regulations for you and takes the confusion out of reporting. It means your clients will be compliant with Section 1291 taxation and section 1296 Mark to Market elections.

Built by tax professionals and used around the world, Form 8621 Calculator is the only software offering relief from PFIC reporting. If you have clients that need to comply, make your life easy.

Switch to Pricing in CAD

Pricing (USD)

There are three different options for access that offer a different range of features. Choose the one that is right for your business.

Flexible Pricing

Form 8621 Calculator can be licensed based on your business size. It means you can get the solution that fits your needs and budget.

Cloud Solution Small Server Large Server
Server Fee * n/a $2,200 $4,400
1 – 50 Users ** $750 $325 $325
51 – 100 Users ** n/a $325
101 – 200 Users ** $300
201 – 300 Users ** $280
301+ Users ** $265
* Per server pricing. The server fee includes the first user license.
** Per user pricing
All prices in USD and subject to the applicable GST/HST.

Security and Privacy

You need to protect your client’s personal and financial information.
Form 8621 Calculator puts you in control of sensitive client details so
you decide how the information is seen and stored.

Server Licenses

  • Full Administrative Rights
  • Optional Password Reset function
  • All financial data located on the User computer
  • All sensitive client data is located on the User computer and it can be limited by the System Administrator
  • Clients can be identified by name and SSN or by Client ID *
  • Searching of the client list can be limited by User or Office
  • Optional printing the Client ID on reports
  • Custom company code in Reference Numbers
  • Administrators can choose how much client information appears on the completed form
  • The Maintenance Updates are installed by the user

Cloud Users

  • Administrative Rights are limited to user administration
  • The Password Reset function in enabled
  • All financial data located on the cloud server
  • No sensitive client data is collected
  • Clients are identified by Client ID *
  • Searching of the client list can be limited by User or Office
  • The Client ID always prints on reports
  • Custom company code in Reference Numbers
  • No client information prints on the completed form
  • The Maintenance Updates are installed by the Expat Tax Tools

*Client ID is an alphanumeric identifier set by the User

Server System Requirements

Small Server Large Server
Installation* By client By client
Minimum Recommended Memory 8GB 16GB
Minimum Hard Drive 50GB 50GB
Hard Drive Type SSD drives recommended SSD drives recommended
CPU Core i7 is recommended Core i7 is recommended
Operating System Not OP dependent.
System should run Apache or IIS web-server, PHP 5.4+ (with FastCGI) and a MySQL database
Not OP dependent.
System should run Apache or IIS web-server, PHP 5.4+ (with FastCGI) and a MySQL database

* ETT provides an installation program for Microsoft Windows. Other operating systems require a custom installation.

Access the server version of Form 8621 Calculator in these supported browsers :

  • Chrome 22+
  • Firefox 27+
  • Safari 6+

Access the cloud version of Form 8621 Calculator in these supported browsers :

  • Internet Explorer 10+
  • Chrome 22+
  • Firefox 27+
  • Safari 6+

Visit the Form 8621 Calculator’s website for more information.