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This PFC Annual Information Statement provides US unit holders essential tax information for the year ended June 30, 2023, including REF election details and distribution data.

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What is pfic annual information statement?

The PFIC Annual Information Statement is a form used by U.S. taxpayers to report their ownership in Passive Foreign Investment Companies (PFICs) and to provide necessary information about the PFICs' activities and financial statements.

Who is required to file pfic annual information statement?

U.S. taxpayers who own shares in a PFIC are required to file the PFIC Annual Information Statement to report their foreign investment.

How to fill out pfic annual information statement?

To fill out the PFIC Annual Information Statement, taxpayers must provide details about the PFIC, including its name, address, tax identification number, income, and the shareholder's ownership percentage. The form should also include specific financial information as required by the IRS.

What is the purpose of pfic annual information statement?

The purpose of the PFIC Annual Information Statement is to inform the IRS about U.S. taxpayers' investments in foreign corporations that meet the criteria of a PFIC, ensuring proper tax treatment and compliance.

What information must be reported on pfic annual information statement?

The PFIC Annual Information Statement must report information such as the PFIC's income, assets, distributions, shareholder's ownership, and other details relevant to the shareholder's investment in the PFIC.

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