8621-2025

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering your name and identifying number at the top of the form. Ensure that you provide accurate information as this is crucial for processing.
3. Fill in your address details, including street, city, state, and ZIP code. If applicable, indicate if you are using a P.O. box.
4. Select the type of shareholder filing the return by checking the appropriate box (Individual, Corporation, etc.).
5. In Part I, summarize your annual information regarding shares held. Include descriptions, acquisition dates, and values at year-end.
6. Proceed to Part II to make any necessary elections regarding your PFIC status. Follow instructions carefully for each election option.
7. Complete Parts III through VI as applicable based on your specific circumstances and ensure all calculations are accurate before submission.

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