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.