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Form8997Department of the Treasury Internal Revenue ServiceInitial and Annual Statement of Qualified Opportunity Fund (QOF) InvestmentsOMB No. 154501232024Attach to Form 1040, 1040SR, 1040NR, 1041,

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How to fill out desktop form 8997

01

Obtain the latest version of Form 8997 from the IRS website.

02

Fill out your personal information in the top section, including your name, address, and taxpayer identification number.

03

In Part I, indicate whether you are a partnership, corporation or individual.

04

Provide information on your Qualified Opportunity Fund investments in Part II.

05

Attach any required additional documentation to support the information provided.

06

Review the completed form for accuracy.

07

Submit the form to the appropriate IRS address as indicated in the instructions.

Who needs desktop form 8997?

01

Investors who have made investments in Qualified Opportunity Funds and are claiming tax benefits from those investments.

02

Taxpayers who need to report transactions related to Qualified Opportunity Zones.

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What is desktop form 8997?

Desktop Form 8997 is a tax form used to report the deferral of capital gains from the sale or exchange of certain property, specifically related to Qualified Opportunity Funds.

Who is required to file desktop form 8997?

Individuals and businesses that have elected to defer capital gains by investing in a Qualified Opportunity Fund are required to file Desktop Form 8997.

How to fill out desktop form 8997?

To fill out Desktop Form 8997, you need to provide details about the eligible gain and the Qualified Opportunity Fund investment, including dates of the transaction and the amounts involved.

What is the purpose of desktop form 8997?

The purpose of Desktop Form 8997 is to document and report the deferral of capital gains and ensure compliance with the tax regulations regarding Qualified Opportunity Funds.

What information must be reported on desktop form 8997?

The information that must be reported on Desktop Form 8997 includes the amount of the deferral, the date of the gain, and details about the Qualified Opportunity Fund investment.

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