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PFIC portfolio analyzer

Already filled in your holdings — on Atamatax or somewhere else? Re-enter your positions here and this tool runs the same real calculation engine a paid return uses: which are PFICs, the actual §1291 tax on any you sold this year, and which IRS forms it triggers. No account, nothing saved — this is the exposure your software may have missed.

Filing status

Tax year

Residency country (ISO-2, optional)

Your positions

Ticker

Fund / company name

Domicile (ISO-2) or ISIN

PFIC classificationCost basis (USD)

Year-end value (USD)

PFIC election

Sold part, kept part? Add it as two rows — one held, one sold.

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