Crank Posted February 23, 2010 Report Share Posted February 23, 2010 A client has requested Form 8621 to treat a canadian stock he currently holds as a Qualified Electing Fund. (He got the information on this form from his sister). This is a new one for me. To be honest I'm a little baffled and I am a series 7 licenses NASD Stock Broker. I have read some of the instructions and it seems a bit complicated. What can anyone tell me about this form and the election. Thanks. Quote Link to comment Share on other sites More sharing options...
Crank Posted February 24, 2010 Author Report Share Posted February 24, 2010 Can anyone comment on this? Quote Link to comment Share on other sites More sharing options...
BulldogTom Posted February 24, 2010 Report Share Posted February 24, 2010 Sorry, never heard of it. I am anxious to hear about it. Keep bumping your post. I would like to learn something new. Tom Lodi, CA Quote Link to comment Share on other sites More sharing options...
Margaret CPA in OH Posted February 25, 2010 Report Share Posted February 25, 2010 Try posting on [email protected]. Their are a couple of Canandian posters that seem very knowledgeable sbout all these Canadian issues. KC regularly posts there as do a couple others of us. It's another really good forum, I think. Quote Link to comment Share on other sites More sharing options...
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