If you own shares in a Passive Foreign Investment Company (PFIC) — including many foreign mutual funds — you may need to file IRS Form 8621. Our tool guides you step-by-step and calculates everything for you.

Meet Global Gains Pro, the powerful new software from Expat Tax Tools — designed to streamline your workflow and save you time with spot rate conversions and international capital gains calculations.At Expat Tax Tools, we understand the unique challenges faced by international tax professionals and financial advisors, this intuitive tool is built to simplify your work. Tax expertise is not required.

The fastest way to create a complete §962 election package. 
Skip the manual formatting and complex calculations. The §962 Assistant automatically builds a polished, IRS-compliant election statement and all required forms —  8992, 8993, and 1118 — in just minutes.

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.