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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

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The Definitive (Advanced) Guide to IRS Transcripts – 2025

Advanced DIY map to IRS transcripts: Return Transcript (original line items; no post-filing changes), Account Transcript (full

preguntas 2025 IRS streamlined filing compliance procedures

Guía completa en español sobre los IRS Streamlined Filing Compliance Procedures (SFCP). Descubre conceptos erróneos comunes, hechos

Ayudo con Massachusetts DOR Payroll Tax Audit

Una auditoría de nómina del Massachusetts DOR (payroll tax audit) puede ser complicada si hay discrepancias con

Ayuda auditorías Impuesto de ventas del Massachusetts DOR

¿Recibiste una carta del Massachusetts DOR sobre una sales tax audit en Boston o alrededores? Una auditoría

Ayuda con auditoría de nómina Florida DOR

Las auditorías de nómina del Florida DOR (reemployment tax audit) pueden afectar a negocios en Miami-Dade y

Ayuda Auditoria Sales Tax Audit

Recibió una carta del Florida DOR sobre una auditoria sales tax audit? En Miami, Hialeah, Doral y

Massachusetts DOR Payroll Tax Audit Help

If you have received a Massachusetts DOR payroll tax audit notice, you do not have to face

Florida DOR Sales Tax Audit Help: A Success Story- Ed Parsons, CPA

When a small business in Doral, FL faced a Florida Department of Revenue sales tax audit with

How a Massachusetts DOR Sales Tax Audit Can Be Handled — an Illustrative Walkthrough

A Boston business facing a messy Massachusetts DOR sales tax audit—no bookkeeper, missing records, and looming levies—was
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