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Click ‘Get Form’ to open the form 8621 PDF in the editor.
Begin by entering your name and identifying number in the designated fields at the top of the form. Ensure that you also provide your address and shareholder tax year.
Select the type of shareholder filing the return by checking the appropriate box (Individual, Corporation, Partnership, etc.).
In Part I, make any necessary elections regarding your PFIC status. Carefully read each option and complete lines as required based on your situation.
Proceed to Part II to report income from a Qualified Electing Fund (QEF). Fill in your pro rata share of ordinary earnings and net capital gains as instructed.
Complete Part III if you are making a mark-to-market election, entering fair market values and adjusted basis as needed.
Finally, review all entries for accuracy before saving or exporting your completed form for submission.

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Do I need to file a PFIC?

PFIC reporting is the requirement that US citizens or green card holders, who indirectly or directly own shares in a PFIC at any time during the year, must file Form 8621 with the IRS. As this is an additional and often complex form, you will need to pay your tax advisor additional fees to prepare these.

Does an IRA need to file form 8621?

Who must file Form 8621? If you have opened a foreign mutual fund investment account and have received income from those funds in the past year, then you must file Form 8621.

How do I file a PFIC?

You can file Form 8621 online with H&R Block's Expat Tax Services. You may have to file more than one form\u2014if you're required to file Form 8621, you must file a form for each PFIC in which stock is held. For example, if you have five funds in your portfolio, you need to file five forms 8621.

8621 penalty

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Where do I report PFIC income?

PFIC reporting is the requirement that US citizens or green card holders, who indirectly or directly own shares in a PFIC at any time during the year, must file Form 8621 with the IRS. As this is an additional and often complex form, you will need to pay your tax advisor additional fees to prepare these.

How do you qualify to be a PFIC?

At least 75% of the corporation's gross income is "passive"\u2014that is, derived investments or other sources not related to regular business operations. At least 50% of the company's assets are investments, which produce income in the form of earned interest, dividends, or capital gains. 1\ufeff

Where do I file IRS form 8621?

If you are not required to file an income tax return or other return for the tax year, file Form 8621 directly with the Internal Revenue Service Center, Ogden, UT 84201-0201.

Can I file form 8621 separately?

Corporation (PFIC) A separate Form 8621 must be filed for each PFIC in which stock is held directly or indirectly.

What is the PFIC form?

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.

Form 8621 pdf-2025

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