Form 8621 Calculator (PFIC Calculator)

for Section 1291 and 1296 MTM (DIY · US$10 per PFIC / tax year · No subscription)

Upload PFIC Transaction History (CSV)

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

Form 8621 Calculator: Results and Workpapers

What This Calculator Does

§1291 & §1296 MTM

§1291 excess distribution tax & interest and §1296 Mark-to-Market calculations.

Foreign Mutual Funds & ETFs

For foreign mutual funds, ETFs, and other PFIC investments.

Multiple Transactions

Purchases, sales, distributions, and reinvestments.

Form 8621 Workpapers

Excel workpapers and Line 16a supporting statements.

How it Works

  • Upload: Import PFIC transaction history via CSV.
  • Calculate: Confirm transaction types and run calculations.
  • Export: Download filled Form 8621 PDF and Excel workpapers.

Note: Calculations only. PFIC classification, method eligibility, final review, and filing decisions remain the filer’s responsibility.

Verified: Tested against statutory benchmarks (§1291 & MTM). Inspect worked cases & sample PDFs →

Trust & Verification: Quick Start & CSV | Scope & Assumptions