PFIC rules – Investment Executive

PFICs: Tax traps for American clients

Jean-Marc Jutras — Thu, 13 Oct 2016 04:00:00 +0000

The Internal Revenue Service now extends its reach to Canadian mutual funds held by American citizens who live in Canada. Know the rules so you can protect these clients from unnecessary taxes on their Canadian fund holdings

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BlackRock revises iShares PFIC list

Alan — Fri, 23 Oct 2015 14:30:00 +0000

PFIC statements expected to be posted to the iShares website in March

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BlackRock to issue PFIC statements for 2015 tax year

noelja — Wed, 23 Sep 2015 15:50:00 +0000

Firm recommends that affected investors work with advisor and a U.S. tax professional

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RBC Global Asset Management announces PFIC reports

noelja — Mon, 09 Mar 2015 18:20:00 +0000

Statements are being made available for more than 70 funds

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NEI offering PFIC statements for U.S. taxpayers

Alan — Mon, 26 Jan 2015 18:40:00 +0000

Statements will be available in March

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Dynamic provides PFIC statements

Alan — Thu, 15 Jan 2015 20:30:00 +0000

Statements available for U.S. tax filers for 2014 tax year

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Sun Life to provide investors U.S. tax reporting statements

Alan — Thu, 18 Dec 2014 19:45:00 +0000

PFIC statements available for 25 funds

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Manulife to provide PFIC statements for funds

Alan — Wed, 17 Dec 2014 14:30:00 +0000

U.S. taxpayers investing in Manulife mutual funds to have the option to make the U.S. QEF election

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EdgePoint helps investors with U.S. tax filing obligations

Alan — Fri, 14 Mar 2014 19:40:00 +0000

Firm will provide personalized PFIC annual information statements

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CIBC to provide PFIC statements for fund investors

Alan — Tue, 04 Feb 2014 20:15:00 +0000

Statements to help U.S. tax filers receive more favourable tax treatment

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