2021年4月27日 · Per IRS instructions: Attach Form 8621 to the shareholder's tax return (or, if applicable, partnership or exempt organization return) and file both by the due date, including extensions, of the return at the Internal Revenue Service Center where …

2021年12月5日 · Fill out Form 8621 manually, and then insert the completed Form 8621 into their tax return documents (using Attachment Sequence Number 69). Finally, they would then paper-file their complete tax return, including Form 8621.

2023年5月22日 · According to the instructions for form 8621, "Attach Form 8621 to the shareholder's tax return (or, if applicable, partnership or exempt organization return) and file both by the due date, including extensions, of the return at the Internal Revenue Service Center where the tax return is required to be filed."

2022年1月27日 · Tax form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund, is used to report income from foreign mutual funds, also referred to as passive foreign investment companies (PFICs).

2020年2月29日 · Form 8621 can also be paper-filed, manually, by mailing it alone to the "Internal Revenue Service Center, Ogden, UT 84201-0201." If you chose this option, you could file your return as originally planned. I am including a link to the IRS Instructions for Form 8621 for more details: Form 8621 Instructions Form 8621 PDF

2023年3月27日 · On form 8621 instructions IRS says joint returns are exempt from filing 8621 if less than $50,000 invested and no income, cap gains or sales of the investment. PHYS apparently has never produced income or cap gains.

2025年1月25日 · Is there a Turbotax support for the following forms? form 3520, form 3520-A, form 5471, form 8621, form 8865 Thx for the quick reply. Since Turbotax does not support these forms, I need to print & fill these forms manually.

2023年10月6日 · If you are looking for the sales data from your foreign mutual fund for Form 8621 you may wish to see if the fund manager can provide it for you. Some of the larger mutual fund and ETF families will produce "PFIC statements" to aid U.S. taxpayers with the reporting requirements related to passive foreign investments (PFICs).

2025年1月2日 · That is where the form 8621 comes in. You also then have to choose mark-to-market or backward allocation of imputed gain over the holding period. For a more detailed and focused answer on this ( and as applicable to you specifically ) you will have to provide more details about the fund, where constituted etc. etc.

2023年10月11日 · However, they are reporting it in other ways than on Form 8621 in TurboTax; such as in the Foreign Income section. There are several types of foreign income that can be reported in this section. You may want to review the IRS Instructions for Form 8621 to verify that this applies to your situation, and that you are in fact, required to file ...