Form 8621 Calculator

PFIC Tax Calculator for Section 1291 and 1296 MTM

PFIC Transaction Data for Form 8621 Calculator

Drop a CSV here
CSV must contain: Date, Details, Units, Value template.csv

Form 8621 Calculator Tool for PFIC Tax Calculations

PFIC Tax Calculator

§1291 Excess Distribution

PFIC excess distribution calculation and §1296 Mark-to-Market.

Form 8621 Line 16a

Form 8621 statements for PFIC calculator results.

PFIC Pro Engine

FIFO, USD basis, and FX rule checks for Form 8621.

PFIC Pro Export

Form 8621 Excel workpapers with CCH Axcess™ mapping.

How it Works

  • Upload: Import PFIC transaction history via CSV.
  • Calculate: Run PFIC tax calculations for purchases, sales, distributions, and reinvestments.
  • Export: Download Excel workpapers and statements formatted for Form 8621 attachment.

Access: US$10 per PFIC calculation. One-time payment. No subscriptions.

Note: This independent Form 8621 calculator performs statutory PFIC calculations only. Final review and filing decisions remain the filer’s responsibility.

Technical Reference: Scope & Assumptions | 8621 Calculator Quick Start | Accuracy & Verification