Invest Offshore

Tag: Form 8621

  • How to avoid a scary PFIC Nightmare

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    by

    Aaron
    in

    A mutual fund that is invested in European stocks, but incorporated in the US may be taxed at a long term capital gains rate of 15%, but if the US taxpayer buys an identical fund listed outside the US, they will find their investment may be taxed at up to 50% The first de minimis…