cathiexu
Returning Member

form 8621 for foreign interest/dividend

Hi, 

 

I held several foreign mutual funds in tax year 2022 in my foreign bank account. The mutual funds were acquired in 2021, there was no sale in 2022, but a little bit dividend payment in 2022.  Over the whole holding period, the total worth of mutual funds is about ~6k USD. 

 

How should I report this foreign dividend in turbotax CD version? Should I file form 8621?

 

Thanks!