How to electronically file including a PFIC 8621 form?

[Bowie1997]

I just got back from the post office mailing my paper 1040 with Forms 8621 and 8938, which TT doesn’t support. Now preparing to e-file my NY return only to discover that TT doesn’t allow me to do that because I didn’t file my federal return electronically. Is there a work around for this or do I have to go back to the post office?

[DoninGA]

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@Bowie1997 wrote:

I just got back from the post office mailing my paper 1040 with Forms 8621 and 8938, which TT doesn’t support. Now preparing to e-file my NY return only to discover that TT doesn’t allow me to do that because I didn’t file my federal return electronically. Is there a work around for this or do I have to go back to the post office?

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If the federal tax return was not e-filed and accepted by the IRS using TurboTax, then the state tax return can only be printed and mailed, it cannot be e-filed using TurboTax.

[Bowie1997]

Thanks 😬

[jdc001]

I have a followup to your response.  I have not yet received the PFIC form form the corporation where I am an investor.   I have looked at form 8621 however it is unclear where dividend income should be entered on Tax Return.  They say to enter as "ordinary income" however I am now perplexed as to where this would be entered in TurboTax once I have a figure from Form 8621.  Thoughts on this?

[DaveF1006]

Yes, here are the steps to report the dividends as ordinary income.

1. Federal
2. Wages and Income
3. Interest and Dividends
4. Dividends on 1099-DIV

@jdc001 

[intu-sb]

Is this form still not available for 2025?

[DoninGA]

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@intu-sb wrote:

Is this form still not available for 2025?

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The form 8621 is not supported by TurboTax for tax year 2025.

[intu-sb]

Thanks! Will those turboTax in person stores support this form? Or am I completely out of luck?

[DoninGA]

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@intu-sb wrote:

Thanks! Will those turboTax in person stores support this form? Or am I completely out of luck?

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Unknown.  However, most likely if the TurboTax software does not support a particular IRS form, the tax experts in a TurboTax store would not support the form.