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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.

To use the TaxAct online users forms method:

  1. Sign in to your TaxAct Online return.
  2. Click Tools down the left to expand, then click Forms Assistant.
  3. Click to expand the FEDERAL Forms folder, then click to expand the Forms and Schedules folder.
  4. Click 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.

To use the TaxAct desktop users forms method:

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

Note that any link in the information above is updated each year automatically and will take you to the most recent version of the document at the time it is accessed.


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