F8621-026-02 e-file error

Error

F8621, 'PFICOrQEFEIN' or 'ForeignEntityReferenceIdNum' must have a value. (rule F8621-026)

Cause

The return is missing either an EIN or Reference ID for a foreign entity for form 8621.

Solution

  1. Go to the
    Organizer
    , then
    Foreign Information
    .
  2. Select
    Return by Shareholder of PFIC or QEF
    .
  3. Select an entity, then go to
    General
    .
  4. Enter the EIN and/or Reference ID number.
If the entity doesn't have an EIN or Reference ID number, you'll need to paper file the return.
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