Tell us about your foreign fund holdings and we'll determine how many Form 8621s you need to file.
⏱ About 5 minutes
📋 No tax jargon
💬 Easy to read summary
Step 1 of 3
Let's start with your details
We'll use this to prepare your formal engagement letter.
Please enter your first name.
Please enter your last name.
Please enter a valid email address.
Please enter your country of residence.
Please select your filing status.
* Required fields
Step 2 of 3
Your PFIC Investments
Add each foreign fund you hold. For each one, tell us which years you held shares and what activity occurred.
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What's a PFIC? Typically a foreign mutual fund, ETF, or investment company held outside a US-registered account. You can find the ISIN or CUSIP on your fund statement or brokerage confirmation.
Step 3 of 3
Review Your Information
Please review the details below before submitting. Our team will use this information to prepare a quote for your Form 8621 filings.
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Forms Required
0
Form 8621
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You're all set!
We've received your information. Our team will be in touch shortly.