PFIC Tax Impact Calculator
Compare the three PFIC tax regimes side by side — Default Section 1291, Mark-to-Market, and QEF elections — to understand their impact on your foreign investment holdings.
PFIC Details
Investment & tax rate assumptions
Original purchase price of the PFIC shares
Current value or sale proceeds
Number of full years held
Annual dividends or distributions received (if any)
Percent of QEF earnings treated as ordinary income (remainder is capital gain)
Ready to Compare PFIC Regimes
Enter your PFIC investment details to compare the tax impact of the Default, Mark-to-Market, and QEF regimes side by side.
Frequently Asked Questions
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PFIC Taxation Requires Expert Guidance
PFIC rules are among the most punitive in the tax code. Let our CPAs with 20+ years of experience review your Form 8621 or prepare the supporting workpapers.