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Form 8612 is used by real estate investment trusts (REITs) to figure and pay the excise tax on undistributed income under section 4981. The excise tax is 4% of the excess, if any, of the required
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How to fill out form 8612
How to fill out Form 8612
01
Obtain Form 8612 from the IRS website or your tax preparation software.
02
Fill in the taxpayer's name and Social Security number at the top of the form.
03
Indicate the tax year for which you are filing the form.
04
Complete Part I by providing information about the applicable dependents.
05
Calculate the total investment income based on the instructions provided in the form.
06
Proceed to Part II to determine the necessary tax calculation.
07
Review the information entered for accuracy.
08
Sign and date the form, if required.
09
Submit Form 8612 along with your income tax return.
Who needs Form 8612?
01
Form 8612 is required for certain taxpayers who have children that qualify for the Child Tax Credit and have excess investment income.
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What is Form 8612?
A Real Estate Investment Trust (REIT) required to file a return on Form 8612, “Return of Excise Tax on Undistributed Income of Real Estate Investment Trusts,” or a Regulated Investment Company (RIC) required to file a return on Form 8613, “Return of Excise Tax on Undistributed Income of Regulated Investment Companies,”
When I sell a stock, what taxes do I pay?
If you sell stocks for a profit, your earnings are known as capital gains and are subject to capital gains tax. Generally, any profit you make on the sale of an asset is taxable at either 0%, 15% or 20% if you held the shares for more than a year, or at your ordinary tax rate if you held the shares for a year or less.
What is the IRS form for real estate sale?
File Form 1099-S, Proceeds From Real Estate Transactions, to report the sale or exchange of real estate.
Do I need to list every stock transaction on form 8949?
Enter all sales and exchanges of capital assets, including stocks, bonds, and real estate (if not reported on line 1a or 8a of Schedule D or on Form 4684, 4797, 6252, 6781, or 8824). Include these transactions even if you didn't receive a Form 1099-B or 1099-S (or substitute statement) for the transaction.
Do you get a 1099 when you sell stock?
Form 1099-B reports transaction proceeds from broker transactions or bartering networks. If you've sold stocks, bonds, or other securities, you'll receive a 1099-B from each broker by February 17th. This form contains vital details, such as the item description, purchase and sale dates, and any federal tax withheld.
What is the excise tax for a REIT 4?
A REIT using this strategy would owe a 4% nondeductible excise tax to the extent that the amount that it actually distributed during 2024 (including the December declaration described above) was less than 85% of its ordinary income and 95% of its capital gain net income (other than any retained capital gain on which
What tax documents do I need if I sold stock?
Form 8949 is required for anyone who sells or exchanges a capital asset, such as stocks, land, or artwork. It tracks both short-term and long-term transactions, with different tax implications for each.
What tax forms do I need if I sold stock?
You must report all 1099-B transactions on Schedule D (Form 1040), Capital Gains and Losses and you may need to use Form 8949, Sales and Other Dispositions of Capital Assets. This is true even if there's no net capital gain subject to tax.
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What is Form 8612?
Form 8612 is the 'Return of Excise Tax on Undistributed Income of Real Estate Investment Trusts (REITs)' used to report certain excise taxes due from Real Estate Investment Trusts.
Who is required to file Form 8612?
Real Estate Investment Trusts (REITs) that have undistributed income and are subject to the excise tax must file Form 8612.
How to fill out Form 8612?
To fill out Form 8612, gather the necessary financial information regarding undistributed income, complete the required sections accurately, and calculate the excise tax owed.
What is the purpose of Form 8612?
The purpose of Form 8612 is to report the excise tax owed by REITs on their undistributed income, ensuring compliance with tax regulations.
What information must be reported on Form 8612?
Information that must be reported on Form 8612 includes the amount of undistributed income, the calculated excise tax, and any relevant financial data related to the REIT's income.
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