Foreign mutual fund and PFIC risk screener
Flag foreign pooled investments that may require Form 8621 and specialist tax review.
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Results update as you change the inputs.
PFIC review pathPotential PFIC review indicated
- Highest value entered
- $25,000
- Disposition or distribution
- Continue annual monitoring
- Election evidence
- No election evidence entered
- Evidence to collect
- Fund prospectus, issuer domicile, annual statements, distributions, sales, basis, and prior Forms 8621
This screen cannot classify a fund or choose a PFIC election. Foreign mutual funds and similar products can have complex U.S. tax treatment even without a sale.
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Use the estimate to ask a better question.
Bring the assumptions, your records and the result to a tax professional before acting on a material tax or retirement decision.