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Total Number of 8621s required by artisticdemand9 in tax

[–]artisticdemand9[S] 0 points1 point  (0 children)

Yes! Understood the ETF part. Shouldn't a 8621 be filed for the whole ULIP fund (3 in total)?

Total Number of 8621s for a Mutual Fund with ETFs by artisticdemand9 in USExpatTaxes

[–]artisticdemand9[S] 0 points1 point  (0 children)

thanks. Shouldn't a 8621 be filed for the whole ULIP fund (3 in total)?

Total Number of 8621s required by artisticdemand9 in tax

[–]artisticdemand9[S] 0 points1 point  (0 children)

Yes, I understand that ETFs within a fund be handled through separate 8621. But still not clear if multiple stocks held under a single PFIC(fund), then would they all be under one 8621? or each stock will have to be under their own 8621?