| Year 1 | Year 2 | Year 3 | Year 4 | Sale | |
|---|---|---|---|---|---|
| Start date | |||||
| End date | |||||
| # prior years | |||||
| Total Holding period (days) | |||||
| Current year Holding days | 15a - Annual Distribution | ||||
| 15b - prior taxed Distribution | |||||
| 15c -prior taxed average | |||||
| 15d - Avg*1.25x threshold | |||||
| Ord Div - Sch B | |||||
| 15e - Excess Distribution | |||||
| 15f - Gain (loss) | |||||
| 16a - excess by day | |||||
| 16b - Excess (Sch1) | |||||
| 16c - Prior Year PFIC tax | |||||
| 16d - Foreign taxes | |||||
| 16e - PFIC tax | |||||
| 16f - PFIC Interest | |||||