Expert PFIC Reporting to Mitigate Complex Investment Risks
PFIC Reporting (Form 8621)



Services Overview
Stay afloat on PFIC waters—elections and calculations you can trust.
PFICs carry complex tax regimes. We prepare Form 8621 for each PFIC, model QEF, mark-to-market, or default regimes, and integrate results with your return—keeping you compliant and optimized.
Frequently Asked Questions
Which elections affect PFIC taxation?
We model Qualified Electing Fund, mark-to-market, and default 1291 regimes to identify your lowest-tax outcome.
What data is essential for PFIC filings?
Acquisition dates, cost basis, distributions, and year-end values are required for precise calculations.
Are foreign retirement funds PFICs?
Some foreign retirement vehicles may contain PFICs; we analyze trust status and fund structure to confirm.
Can prior PFIC filings be amended?
Yes. Amending past Form 8621 submissions can correct errors and improve tax results.
What penalties apply for PFIC non-compliance?
Missed PFICs can trigger interest charges on gains, plus penalties ranging up to 20% of underpayment.

More Individual Tax Services











Next Steps
Master PFIC compliance—complete the contact form below or weigh anchor by creating your account.

Testimonials

Get In Touch
"*" indicates required fields

