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PFIC Edge Cases: What Most Form 8621 Calculations Miss

By Edward Parsons, CPA · licensed since 2009 Key takeaways You got this far. You know the fund is a PFIC,

Form 8621 Filing Exceptions: Every One, and Where Each Stops

By Edward Parsons, CPA · licensed since 2009 Key takeaways You got this far. You know your fund is a PFIC,

Fund Mergers, Splits and Spin-Offs: PFIC Events That Don’t Look Like Sales

By Edward Parsons, CPA · licensed since 2009 Key takeaways You got this far. You know the fund is a PFIC,

Wash Sales and PFIC Shares: The Loss and Holding Period That Move

By Edward Parsons, CPA · licensed since 2009 Key takeaways You got this far. You know the fund is a PFIC.

PFIC Currency Translation: Spot Rates, Fund-Currency Math and Pence

By Edward Parsons, CPA · licensed since 2009 Key takeaways You got this far. You know your fund is a PFIC.

PFIC Losses: Why a Loss on One Block Doesn’t Offset a Gain on Another

By Edward Parsons, CPA · licensed since 2009 Key takeaways You got this far. You know your fund is a PFIC.

The PFIC Interest Charge: Daily Allocation, Top Rates, Daily Compounding

By Edward Parsons, CPA · licensed since 2009 Key takeaways You got this far. You know the fund is a PFIC,

The PFIC 125% Test, Block by Block

By Edward Parsons, CPA · licensed since 2009 Key takeaways You got this far. You know the fund is a PFIC

ISIN, Listing or Charter: What Makes a Fund Foreign for PFIC Purposes

By Edward Parsons, CPA · licensed since 2009 Key takeaways You got this far, so I’ll skip the basics. You know

PFIC Lot Tracking: Why Every Purchase Is Its Own Calculation

By Edward Parsons, CPA · licensed since 2009 Key takeaways You got this far. You know the fund is a PFIC.

Tainted and Clean PFIC Lots: One Fund, Two Tax Treatments

By Edward Parsons, CPA · licensed since 2009 Key takeaways You got this far. You know your fund is a PFIC,

The PFIC Start-Up Exception: When a New Fund’s First Year Doesn’t Count

By Edward Parsons, CPA · licensed since 2009 Key takeaways You got this far, so I’ll skip the basics. You know

Which Tax Software Supports Form 8621? The DIY Programs Compared

By Edward Parsons, CPA · licensed since 2009 Key takeaways People ask me which tax software to use for Form 8621,

Expat Tax Software and Form 8621: Expatfile, MyExpatTaxes and H&R Block Expat

By Edward Parsons, CPA · licensed since 2009 Key takeaways Living abroad changes which funds you can buy. The bank down

Cash App Taxes and Form 8621: Why “Small” Doesn’t Mean Simple

By Edward Parsons, CPA · licensed since 2009 Key takeaways Free tax software is built for straightforward returns, and most of

Blog Posts

Search

PFIC Edge Cases: What Most Form 8621 Calculations Miss

Form 8621 Filing Exceptions: Every One, and Where Each Stops

Fund Mergers, Splits and Spin-Offs: PFIC Events That Don’t Look Like Sales

Wash Sales and PFIC Shares: The Loss and Holding Period That Move

PFIC Currency Translation: Spot Rates, Fund-Currency Math and Pence

PFIC Losses: Why a Loss on One Block Doesn’t Offset a Gain on Another

The PFIC Interest Charge: Daily Allocation, Top Rates, Daily Compounding

The PFIC 125% Test, Block by Block

ISIN, Listing or Charter: What Makes a Fund Foreign for PFIC Purposes

PFIC Lot Tracking: Why Every Purchase Is Its Own Calculation

Tainted and Clean PFIC Lots: One Fund, Two Tax Treatments

The PFIC Start-Up Exception: When a New Fund’s First Year Doesn’t Count

Which Tax Software Supports Form 8621? The DIY Programs Compared

Expat Tax Software and Form 8621: Expatfile, MyExpatTaxes and H&R Block Expat

Cash App Taxes and Form 8621: Why “Small” Doesn’t Mean Simple

Pick Your Category

Tax Liens and Foreign Accounts: Key Consequences

International Tax Audit Strategies for U.S. Taxpayers

Foreign Asset Reporting Requirements for U.S. Taxpayers in Dubai

Foreign Asset Compliance Services for U.S. Taxpayers in Singapore

What Are the Penalties for Failing to Report FBAR Signature Authority Accurately

What Are the Typical Fees Associated with FBAR Signature Authority Services

Consequences of FBAR Non-Filing

How Can I Avoid Penalties Related to Foreign Disregarded Entity Reporting

FBAR Filing for Foreign Disregarded Entities