Simple, Transparent Pricing

1 Credit = 1 PFIC Fund for 1 Tax Year.

Your input CSV can contain multiple years of acquisition lots, dividend reinvestments, and partial sales. The engine evaluates the fund's complete historical holding period up to the selected tax year to produce that year's Form 8621 and Line 16a statements.

Example: If you own 1 foreign fund and need to catch up on 3 delinquent tax years (e.g. 2022, 2023, and 2024), you will run the calculator 3 times (1 run per tax year), using 3 credits.

Every calculation produces an instant downloadable .ZIP results package (also emailed to you with an 8-hour temporary retrieval link) containing:

• Master Excel Workpapers (.xlsx): Full audit-ready schedules detailing lot-by-lot FIFO basis, daily spot FX translations, day-weighted excess distribution allocations, and IRC §6621 compound interest calculations.
• IRS Form 8621 PDF (Form_8621_TYXXXX.pdf): Official IRS form with all computed income, gains, taxes, and interest amounts pre-filled in Part V / VI.
• Line 16a Supporting Statement PDF (Form_8621_Line_16a_Statement_TYXXXX.pdf): Official multi-year daily allocation statement ready to attach to your return (or MTM statement for §1296).
• README Filing Checklist (README.txt): Plain-English instructions guiding you through the final filing steps.

Free Pre-Flight Validation: CSV upload, column header mapping, and transaction formatting checks are 100% free and unlimited. You can test and inspect your data before running the calculation.

Fair-Use Recalculation Support: If you realize after calculating that you made a minor data entry typo (e.g., misspelled a ticker or entered a date wrong), simply email us at support@8621calculator.com with your license code and corrected CSV. We will happily re-run your file or restore your credit at no additional charge.

8621 Calculator is engineered with Privacy-by-Design: we never collect or store your Social Security Number, ITIN, legal name, or home address. Consequently, you only need to complete a few basic administrative items:

1. Fill Taxpayer Identity: Open the filled Form 8621 PDF and replace the placeholder fields ([FILL/REPLACE: SHAREHOLDER NAME], [FILL/REPLACE: SSN/ITIN], and [FILL/REPLACE: EIN/REF ID]).
2. Check Part I Status: Verify your shareholder details and holding type (direct vs. indirect).
3. Transfer Final Figures to Form 1040: Report regular dividend income on Form 1040, and transfer §1291 deferred tax and interest to Schedule 2 (Line 17z Other Taxes) as instructed in the included README.