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  1. If PFIC is acquired incident to divorce and sold in the same year then the holding period tacks and QEF may get LT capital gain treatment. Just a thought – well I have a client with this fact pattern.

  2. A question: if I use MTM for mutual fund, do I still need to report dividend which is reinvested in the fund in Schedule B?

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Tax laws change over time, and the information in this post above may be less accurate today than it was at the time of the last revision. This post is not tax advice for your specific situation. Please contact an international tax professional to get personalized advice for your situation.