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To enter the information to complete Federal Form 8621 Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund, in the TaxAct program, follow the appropriate instructions below.

TaxAct Online Users Forms Method:

  1. Sign in to your TaxAct Online return
  2. Click Tools to expand the category, then click Forms Assistant
  3. Expand the Federal Forms folder and then expand the Forms and Schedules folder
  4. Scroll down and select Form 8621 - Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund
  5. Click Add to create a new copy of the fillable form where the information can be entered or click Form to review a form already created
  6. Enter the information directly on the form

TaxAct Desktop Users Forms Method:

  1. Start your TaxAct Desktop program and click on the Forms icon in the toolbar OR click Return from the drop-down menu bar, place the cursor over Review and then click Forms
  2. Expand the Federal view and then expand the Forms and Schedules view
  3. Scroll down and double click on Form 8621 - Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund
  4. Enter the information directly on the form

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