8621-2025

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Form 8621 is an information return required by the IRS for shareholders of Passive Foreign Investment Companies (PFICs) or Qualified Electing Funds (QEFs). It captures details about the shareholder's ownership, elections regarding tax treatment, and distributions from these foreign entities. The form includes sections for reporting share values, income from QEFs, and various elections that can affect tax liabilities.

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Versions	Form popularity	Fillable & printable
2018	4.8 Satisfied (261 Votes)
2016	4.3 Satisfied (61 Votes)
2015	3.8 Satisfied (42 Votes)
2013	4 Satisfied (33 Votes)
2012	4.3 Satisfied (34 Votes)
2004	4 Satisfied (39 Votes)
2000	4 Satisfied (22 Votes)

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Is there a penalty for not filing form 8621?

There is no penalty for not filing this form when you are supposed to. However, the statute of limitations for assessing penalties is suspended until you do file the form, if required. That means your entire return remains subject to audit until three years after you file the required Form 8621.

What is form 8621 for?

About Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund | Internal Revenue Service.

Is there a filing fee for form 2553?

IRS Form 2553 does not have a filing fee, however, a business owner should be aware that there can be some other costs associated with electing to be taxed as an S Corp. For example, if the company is using business purpose to justify its fiscal year, it will incur a $5,800 fee following filing Form 2553.

What is a PFIC for US tax purposes?

What Is a Passive Foreign Investment Company (PFIC)? A passive foreign investment company, or PFIC, is a pooled investment that is registered outside the borders of the United States. PFICs are defined by US tax law, and they include a variety of investment funds and certain types of pension investments.

Does TurboTax support form 8621?

Turbo Tax online doesnt have a feature for adding the tax that is generated on form 8621. If you buy TurboTax desktop, you can add the tax to a form and itll be recorded correctly in the return. You have one of two options. Prepare the return online and then prepare to print and mail the return.

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What is the tax rate for PFIC?

PFICs income distributions are taxed as ordinary income at a rate as high as 40%. To make PFICs even more off-putting, you could be subject to compounded interest charges if you defer income and gains from a PFIC.

How much is the fee for form 8621?

How much does it cost? The base fee is $165 USD / $220 CAD per form when the transactions are submitted in an excel format.

8621-2025

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Is there a penalty for not filing form 8621?

What is form 8621 for?

Is there a filing fee for form 2553?

What is a PFIC for US tax purposes?

Does TurboTax support form 8621?

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What is the tax rate for PFIC?

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