I'm a long time DIY TT user. I can do everything and file electronically EXCEPT that I will have a PFIC (passive foreign investment corp) Reg 1-1295-1(G)(1) form going forward. That means preparing an IRS f8621 which is NOT included in TT. I handled it for TY2020 by preparing the f8621 manually, and doing an amended return in TT since this changed both Sch D (LT cap gain) and Sch A (AGI which changed a deduction limit). I printed it all out and mailed it in (Fed, State/OR).
I am glad to do this again in TY2021 and beyond, but I want it to be all filed electronically without an amendment; I can extend and wait for the 1295 form from the PFIC. At that point, I'll have a complete TT tax file, and a PDF of the completed 8621 form. But I can't file that myself electronically via TT.
How can TT's 'expert assistance' program help? Can I upload all of that and have a TT 'expert' file it for me?
PS - I'm a Mac user.
Thanks! Joel
