Topic library
foreign mutual funds
4 resources covering foreign mutual funds for Americans living or filing abroad.
Blog
3 de agosto de 2026PFIC Excess Distribution Method: Section 1291 Examples
See how the PFIC 125% distribution test and daily holding-period allocation work, with hypothetical numbers, Form 8621 references and records to gather.
Blog
31 de julio de 2026Are Foreign Mutual Funds PFICs? What Expats Need to Know
Foreign mutual funds, UCITS, OEICs, and unit trusts inside ISAs are almost always PFICs. Learn why and what US expats should hold instead.
Blog
31 de julio de 2026What Is a PFIC? A Practical Guide for American Expats
Learn how the PFIC income and asset tests work, why many foreign pooled investments require review, and how Form 8621 treatment can differ by fund and election.
Blog
30 de julio de 2026How to Identify PFICs in Your Portfolio: A Checklist for US Expats
Use this practical checklist to screen for PFICs in a foreign investment portfolio. Learn the red flags, what documents to request, and what to ask before buying a foreign fund.