Our helpful detailed videos and guides will help you navigate the Form 8621 Calculator accurately and efficiently.

For PFIC training, please click here.

 

Technical Training
(recorded: February 14, 2018)

In this hour long training video for the Form 8621 Calculator you will be presented with a detailed explanation of the work-flow, setting up clients and investment portfolios, a how to guide to complete form 8621s using our software. You will also learn how to make elections under Mark to Market, QEF, and OVDP. As well as tips and best practices to save you time and money when working with PFICs.

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Quick 10 minute long overview of how to make entries in the calculator and make elections under Mark to Market, QEF and OVDP. (video only – no sound).

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