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If you need to file a Group investment fund return - IR44E, you can do this in myIR along with your IR4 or IR6 income tax return.

Before you start

You will need:

  • the current value of all funds and investments
  • details of any previous loss attributable to investments and funds
  • details of any adjustments
  • the split of the distributed and undistributed Category B income.

In myIR, go to your income tax account

Then select 'More...'

Select 'File or amend a return'

Then select your income tax return.

Whether you need to complete an IR4 or IR6 will depend on what kind of income you have – category A or category B.

Follow the prompts to complete your return

Make sure you select the Group investment fund - IR44E.

Log in to myIR

Last updated: 24 Jun 2021
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