Form 8621 Statement

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Issue:

I need to generate a statement for Form 8621 Part V box 16a.

The instructions state:

“If there is a positive amount on line 15e or 15f (or both), attach a statement for each excess distribution and disposition. Show your holding period for each share of stock or block of shares held. Allocate the excess distribution or gain to each day in your holding period. Add all amounts that are allocated to days in each tax year.”

Answer:

The option to add additional statements to Form 8621 in K1 Aggregator is not currently supported.

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