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8023Form (Rev. October 2023) Department of the Treasury Internal Revenue ServiceElections Under Section 338 for Corporations Making Qualified Stock PurchasesSee separate instructions. Information

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How to fill out form 8023

01

Download form 8023 from the IRS website.

02

Fill in your personal information such as name, address, and taxpayer identification number.

03

Provide information about the property or securities being exchanged.

04

Calculate the gain or loss on the exchange and include it on the form.

05

Sign and date the form before submitting it to the IRS.

Who needs form 8023?

01

Individuals or entities who have engaged in a like-kind exchange of property or securities need to fill out form 8023.

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What is form 8023?

Form 8023 is a tax form used to report the transfer of property to a controlled corporation, as well as to make an election under Section 351 of the Internal Revenue Code.

Who is required to file form 8023?

Form 8023 is required to be filed by taxpayers who transfer property to a controlled corporation in exchange for stock and wish to make a valid Section 351 election.

How to fill out form 8023?

To fill out Form 8023, taxpayers should provide information about the transferors, the controlled corporation, the type of property being transferred, and the stock received in return, following the instructions provided with the form.

What is the purpose of form 8023?

The purpose of Form 8023 is to notify the IRS of the transfer of property to a controlled corporation and to elect the non-recognition of gain or loss under Section 351.

What information must be reported on form 8023?

Form 8023 requires reporting the names and addresses of the transferors, the name and address of the controlled corporation, the description and fair market value of the property transferred, the amount of stock received, and any liabilities assumed by the corporation.

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