Strafford – PFIC Presentation January 7, 2016 – Additional Material
January 4, 2016
On January 7, 2016, together with Strafford Publications, Steven Flynn will be presenting on Passive Foreign Investment Companies. In his section of the presentation, Steven will discuss information and tools to help you complete IRS Form 8621 – Information Return by a Shareholder of a Passive Foreign Investment Company or Qualifying Electing Fund. Links to this information and these tools are below:
W.L. Dueck & Co. LLP Tools
- Example 1 and 2 – PFIC Excess Distribution Calculation
Click to view spreadsheet - Example 2 – IRS Form 8621
Click to view sample 1040 example 2 - Example 3 – IRS Form 8621
Click to view sample 1040 example 3
Internal Revenue Service Documents
- Instructions – IRS Form 8621
Click here for sample: https://www.irs.gov/pub/irs-pdf/i8621.pdf - Internal Revenue Bulletin 2014-3
Click here for sample: https://www.irs.gov/pub/irs-irbs/irb14-03.pdf - Internal Revenue Service Notices
Click here for sample 1: https://www.irs.gov/pub/irs-drop/n-11-55.pdf
Click here for sample 2: https://www.irs.gov/pub/irs-drop/n-14-28.pdf
Click here for sample3: https://www.irs.gov/pub/irs-irbs/irb14-51.pdf
There is still time to sign up and attend the presentation. Click HERE to sign up.
If you missed the live presentation, you can purchase a full event recording plus handouts from Strafford by clicking on the above link.
Click here to view the bio of Steven Flynn, CPA, CA
