Estimate the PFIC cost of your Indian mutual funds

Upload your CAMS/KFintech Consolidated Account Statement. The estimate is computed entirely inside your browser. Not tax advice; preparer review required.

Your statement never leaves this browser

The PDF is read and the tax math runs on this device. Nothing from the statement is uploaded, stored, or logged.

Verify it yourself: open DevTools → Network while you run it. You will only see this site's own files loading.

Run the estimator

Statement (CAS PDF or CSV)

The consolidated account statement from CAMS or KFintech, or a CSV export.

PDF password (if any)

CAMS/KFintech statements are encrypted with the password you chose when you requested the statement. Often that is your PAN in capitals (e.g. ABCDE1234F).

US residency start date

The day you became a US tax resident (optional, but it changes the result).

Tax year

2019 to 2025 (the years the engine has exchange-rate and interest tables for).

Your estimate

Estimate only. Not tax advice; preparer review required. It assumes the IRC §1291 excess-distribution regime with no QEF or mark-to-market election, the top ordinary rate, and IRS yearly-average exchange rates. Your actual liability can be materially different. Sources: IRS Instructions for Form 8621, 26 CFR 1.1291-1.

Estimated total cost (deferred tax + interest)

Deferred tax
Interest charge
Ordinary income (current year)

Per fund
Fund	ISIN	Lots	Excess distribution	Deferred tax	Interest	Ordinary income

Form 8621 workpapers

How it works

Choose your statement, enter its password, and see the estimate. Everything runs on this device.

What you get

A free estimate per fund. Workpapers and a partner-CPA option are described here once available.

Pricing

The estimate is free.

Questions

Frequently asked questions will appear here.

Estimate the PFIC cost of your Indian mutual funds

Your statement never leaves this browser

Run the estimator

Your estimate

Warnings

Needs manual preparation (not included in the total)

Form 8621 workpapers

Get this done by a partner CPA

Join the waitlist for workpapers

How it works

What you get

Pricing

Questions