Want us to Prepare form 8621 for you?

If you are someone who prepares their own taxes every year- but now you realize you own PFIC investments and need to file IRS Form 8621 to report them and you can’t find someone to prepare the forms for you- we can help!


Stop the headaches!

The professionals at Expat Tax Tools have the only commercially available software to prepare Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. We will prepare the forms and attachments for you to include with your US Form 1040 tax return. Our fees include an IRS approved Form 8621 with all required statements ready to slide into your 1040 as well as a guide showing where the numbers appear on the other tax forms. We provide easy to follow images of the other IRS forms with the numbers on the appropriate lines so you can just plug the numbers into your tax software or forms and finish your taxes with confidence.

We will need a copy of the transactional history of each mutual fund (PFIC) from the date of the first purchase. Banks and financial advisors can usually provide this to you if you don’t have all your statements.

  • We will provide a written estimate of fees prior to beginning any work.
  • We can prepare Form 8621 for QEF, Mark to Market, and section 1291 taxation.
  • We use secure file transfer systems so your financial information is safe.

 

How much does it cost?

The fees vary based on the number of new transactions you have within the fund.

The base fee is $200 CAD / $150 USD  per form. This covers up to 75 transactions, then increases by 10% for every additional 75 transactions. *


* Professional discounts available please contact us at b.lougen@form8621.com

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For more information on our services and to find out how we can help you, please send us a message.
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