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Get your taxes done using TurboTax
I have the same issue with Form 8621. TT should incorporate this form into at least one of their versions. I don't think this is such an uncommon form any more. I am required to file it because I invested in Vanguard's private equity offering and chose to invest through their offshore feeder fund in order to avoid filing in multiple states. That can't be a unique situation. In my experience, TT has always been behind the curve in the foreign-related filing situations. Even today, their form 1116 doesn't automatically pick up information from the rest of the return and enter it automatically on the form. Not sure why this would be so hard to incorporate.
‎October 6, 2023
8:21 AM