KarenM90
Intuit Alumni

Get your taxes done using TurboTax

Form 8621 (Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund) is not included in the standard TurboTax software package.

 

In order to use and file Form 8621 properly (I wouldn't recommend over-riding the Form) with TurboTax, complete the rest of their tax return in TurboTax, fill out Form 8621 manually, and then "insert" the completed Form 8621 into their tax return documents. (This is the recommended method to file with this form included in your return)

 

The return would need to be filed on paper with this attachment.  Finally, they would then paper-file (not e-file) their complete tax return, including Form 8621.  This tax return filing would be sent to the normal, regular, IRS office where taxpayers in that person's particular state routinely file.

 

Form 8621 can also be paper-filed, manually, by mailing it alone to the "Internal Revenue Service Center,  Ogden, UT 84201-0201."  If you chose this option, you could file your return as originally planned.  

 

I am including a link to the IRS Instructions for Form 8621 for more details:  Form 8621 Instructions  Form 8621 PDF

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