PFIC tax preparation
Focused PFIC tax preparation for U.S. taxpayers with foreign funds, multiple Forms 8621, and related return work.
View servicePFIC-focused U.S. tax help
PFIC tax preparation without the guesswork.
Focused help with PFIC analysis, Form 8621, elections, and the U.S. tax return work connected to foreign investments.
PFIC work onlyNo sensitive documents by contact form
Focused services
The work stays deliberately narrow.
PFIC.net is built for a specific reporting problem—not as a general tax storefront.
Form 8621 service
Form 8621 preparation help for current-year, multi-fund, and prior-year PFIC reporting situations.
View servicePFIC consulting
Focused PFIC consulting for reporting options, election questions, record planning, and second-opinion review.
View serviceA familiar pattern?
The PFIC question rarely arrives alone.
It often appears alongside missing fund history, several tax years, a pending return, or an investment the U.S. reporting system treats differently from the local one.
- 01
You own or sold non-U.S. mutual funds or ETFs.
- 02
A preparer asked for Form 8621 information they do not handle.
- 03
You discovered possible PFIC reporting after filing prior returns.
- 04
Several funds, accounts, currencies, or tax years are involved.
- 05
You have a PFIC Annual Information Statement but need preparation help.
- 06
You want PFIC work coordinated with the related U.S. tax return.
From question to scope
A clear first step.
The contact form collects only enough information to evaluate fit. Detailed financial records wait.
- 01
Start with the facts
Share the countries, holdings, approximate fund count, and tax years—without sending sensitive records.
- 02
Confirm fit and scope
The inquiry is reviewed to determine whether the matter fits the PFIC-focused service and what should happen next.
- 03
Move records securely
If the matter proceeds, detailed statements and tax documents move through an agreed follow-up process.
- 04
Prepare the work
The engagement defines the PFIC analysis, Form 8621 work, and any related return preparation included.
Accuracy before shortcuts
PFIC answers depend on the facts.
A foreign account is not automatically a PFIC, one rule does not fit every fund, and a remembered threshold is not a substitute for the current instructions. The educational pages lead with primary sources and state where individual review begins.
Read the IRS Form 8621 overviewPFIC field notes
Understand the issue before the form.
PFIC fundamentals01
What is a PFIC? A practical starting point
Learn what a passive foreign investment company is, why foreign pooled investments often raise PFIC questions, and what to collect next.
Read guideForm 8621 guide02
Form 8621: who may need it and what to gather
A plain-language guide to common Form 8621 filing triggers, one-form-per-PFIC reporting, and the records preparers typically need.
Read guidePFIC tax methods03
PFIC taxation: section 1291, QEF, and mark-to-market
Understand the broad differences among the default section 1291 rules, a QEF election, and a mark-to-market election for eligible PFIC stock.
Read guide01What does PFIC.net handle?
The intended scope is PFIC-focused consulting, Form 8621 preparation, and related U.S. income tax-return work when included in the engagement. It is not positioned as a general bookkeeping or broad accounting practice.
02Who is a typical fit?
U.S. taxpayers with possible PFIC exposure from non-U.S. mutual funds, ETFs, investment companies, or indirect holdings—and tax professionals seeking a focused PFIC resource—may be a fit.
03Can you confirm whether my investment is a PFIC from its name?
Usually not. Classification depends on the issuer’s legal and tax characteristics, income or assets, ownership path, and tax year. The name or country alone is not enough.
04What if I already filed the return?
Describe what was filed, for which years, and whether any Forms 8621 were included. Prior-year and amended-filing work is reviewed case by case and is not automatically accepted.
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.