Investors

Tax Information & PFIC

HCM IV Acquisition Corp. expects to be treated as a passive foreign investment company (PFIC). Shareholders who make a qualified electing fund (QEF) election use the PFIC Annual Information Statement below when completing IRS Form 8621.

PFIC Annual Information Statements

  • PFIC Annual Information Statement — 2025

    Class A Ordinary Shares

    Download PDF
  • PFIC Annual Information Statement — 2025

    Class B Ordinary Shares

    Download PDF
  • PFIC Annual Information Statement — 2024

    All share classes

    Pending posting
  • PFIC Annual Information Statement — 2023

    All share classes

    Pending posting
  • PFIC Annual Information Statement — 2022

    All share classes

    Pending posting

Note for shareholders

Public shareholders generally hold Class A ordinary shares; Class B shares are held by the sponsor and founders. If the statement you need is not yet posted, please contact investor relations and we will provide it directly.

How to use this statement

  1. Download the statement for your share class and tax year.
  2. Provide it to your tax advisor with your brokerage records.
  3. Use the figures reported to complete IRS Form 8621 if you make a QEF election.

Questions

We cannot provide tax advice. For questions about your individual circumstances, consult your tax advisor. For document requests, email info@hcmacquisition.com.

The information on this page is provided for the convenience of shareholders and does not constitute tax or legal advice.