This article applies to:

Product: GoSystem Tax RS
Return type: 1040 Individual,1040 Individual
State: Colorado,California,Idaho,Illinois,Indiana,Iowa,Maryland,Massachusetts,Montana,New Jersey,New York,North Carolina,Ohio,Texas
Subject: e-file

F8621-026-02 e-file error

You get this error when the return is missing either an EIN
or Reference ID
for a foreign entity for Form 8621.

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

Go to the Organizer
, then Foreign Information
.

Select Return by Shareholder of PFIC or QEF
.

Select an entity, then go to General
.

Enter the EIN
and/or Reference ID
number.

Do a full recompute, then recreate the e-file.

note

If the entity doesn't have an EIN
or Reference ID
number, you'll need to paper file the return.