Search found 4 matches

by mgriesi
Mon Apr 11, 2016 8:52 pm
Forum: Canada / United States Tax & Accounting
Topic: F8621
Replies: 3
Views: 3216

Thank you folks for the responses.

Even though this is not a sale does the IRS tax folks on paper gains or is the reporting on F 8621 forms just so they can track your investments?
by mgriesi
Sat Apr 09, 2016 4:54 pm
Forum: Canada / United States Tax & Accounting
Topic: F8621
Replies: 3
Views: 3216

F8621

During the year CI Investmest switched out my funds from Fee based funds and combined them with my non fee based funds within the same Class of funds. How to report this switching out into the other funds on Form 8621. Is this considered a sale? Should it be reported in Part IV 13A. Also I have been...
by mgriesi
Tue Mar 11, 2014 6:57 am
Forum: Canada / United States Tax & Accounting
Topic: Form 8621 Unreserved Inclusions
Replies: 2
Views: 6384

Thank you

Thank you that helps a lot.
by mgriesi
Sat Mar 08, 2014 12:10 pm
Forum: Canada / United States Tax & Accounting
Topic: Form 8621 Unreserved Inclusions
Replies: 2
Views: 6384

Form 8621 Unreserved Inclusions

I understand the fair market value and adjusted basis. Can someone tell me what is the Unreserved Inclusion on line 11.

Thank you