PFIC.net

PFIC tax preparation

PFIC tax preparation for foreign investments

PFIC work can turn a familiar tax return into a data-heavy project. PFIC.net keeps the scope narrow: identify the holdings and years involved, organize the reporting inputs, prepare the PFIC work, and connect it to the related U.S. return when that service is part of the engagement.

Request a PFIC review

Is this your situation?

Start by defining the problem.

  • You hold or held non-U.S. mutual funds, ETFs, investment companies, or similar pooled investments.
  • You may need one or more Forms 8621 for the current year or prior years.
  • A tax preparer identified PFIC exposure but does not handle the calculations.
  • You need the PFIC work coordinated with a related U.S. income tax return.

Included when agreed

A defined preparation scope

  • Initial fit and scope review based on the facts you provide
  • PFIC holding and tax-year inventory
  • Form 8621 preparation for agreed holdings and years
  • Coordination of PFIC results with agreed U.S. return preparation
  • A clear request list for records and supporting information

Outside the website promise

Clear boundaries

  • Legal opinions, investment advice, or promises about tax outcomes
  • Classification of an investment without adequate issuer and holding information
  • Sensitive-document transfer through the public contact form
  • Work outside the written engagement scope

After fit is confirmed

Records typically requested

  • Fund or issuer names and account statements
  • Acquisition, contribution, sale, and distribution history
  • Prior Forms 8621 and related returns, if any
  • PFIC Annual Information Statements when available
  • Relevant broker reports and foreign-currency information

Before you inquire

Service questions.

01Can you handle more than one PFIC?

Potentially, yes. The first review asks for an approximate fund count because Form 8621 is generally prepared separately for each PFIC and the volume affects scope.

02Can PFIC work be added to my existing return?

That depends on the engagement and filing stage. Explain whether the return has already been prepared or filed so the appropriate path can be assessed.

03Can I upload statements in the contact form?

No. The public form is only for an initial inquiry. Do not submit tax documents, tax IDs, account numbers, or other sensitive records there.

Related services

Form 8621 service

Form 8621 preparation help for current-year, multi-fund, and prior-year PFIC reporting situations.

PFIC consulting

Focused PFIC consulting for reporting options, election questions, record planning, and second-opinion review.

Initial inquiry only

Bring the PFIC question into focus.

Tell us the countries, funds, and tax years involved. Start with a short inquiry—never sensitive documents.

Request a PFIC review