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Form 8621 Preparation Service

Form 8621 Preparation

Want us to do your Form 8621 for you?

Fees: $100 CAD per form / $85 USD*

If you are someone who prepares their own taxes every year- but now you realize you own PFIC investments and need to file IRS Form 8621 to report them and you don’t want to pay an accountant to prepare your tax forms for you- we can help!

The professionals at Expat Tax Tools have the only commercially available software to prepare Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund.   We will prepare the forms and attachments for you to include with your US Form 1040 tax return.  Our fees include an IRS approved Form 8621 with all required statements ready to slide into your 1040 as well as a guide for where the numbers appear on the other tax forms.  We provide easy to follow images of the other IRS forms with the numbers on the appropriate lines so you can just plug the numbers into your tax software or forms and finish your taxes with confidence.

We will need a copy of the transactional history of each mutual fund (PFIC) from the date of the first purchase.  Banks and financial advisors can provide this to you if you don’t have all your statements.

  • We will provide a written estimate of fees prior to beginning any work.
  • We can prepare Form 8621 for QEF, Mark to Market, and section 1291 taxation.
  • Secure file transfer systems so your financial information is safe.

*PFICs (funds) older than 5 years with monthly or quarterly transactions may incur an additional time charge (we will tell you before we prepare the form)