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What are the different types of PFIC taxes?

A passive foreign investment company (PFIC) is a non-US pooled investment company that attributes at least 75% of its gross income as passive income. Alternatively, at least 50% of its assets produce passive income. A PFIC can be taxed by excess distribution, market-to-market, or by using a qualified electing fund.

How can I avoid PFIC tax?

Shareholders with a 10 percent or more interest in a CFC in which other U.S. shareholders own and control the stock are not subject to the PFIC rules. A startup can avoid the PFIC designation if all U.S. shareholders own their interest through a corporation that holds a 10 percent or more interest in the CFC.

What is Form 8621 for PFIC income?

A U.S. person that is a direct or indirect shareholder of a passive foreign investment company (PFIC) files Form 8621 if they: Receive certain direct or indirect distributions from a PFIC. Recognize a gain on a direct or indirect disposition of PFIC stock.

How much does it cost to file 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. There is an additional $165 USD / $220 CAD hourly charge for transactions submitted using statements or other documents.

What is the excess distribution for PFIC?

The idea behind excess distributions is the idea that the distributions in the current year exceed 125% of the average of the three prior years or less than three years, depending on how long a person is invested in the foreign fund.

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