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Form 8996 is used by corporations or partnerships to certify that they are organized to invest in Qualified Opportunity Zone property and report compliance with the 90% investment standard as defined
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How to fill out form 8996
How to fill out form 8996
01
Obtain Form 8996 from the IRS website.
02
Fill in the basic identification information, including name and taxpayer identification number.
03
Indicate the type of entity (e.g., corporation, partnership).
04
Provide details about the Qualified Opportunity Fund, including its address and the date it was established.
05
Complete the sections regarding the fund's compliance with the Requirements for Qualified Opportunity Funds.
06
Review and calculate the amount of investment in qualified opportunity zones.
07
Sign and date the form, certifying the accuracy of the information provided.
08
Submit the form to the IRS by the due date.
Who needs form 8996?
01
Investors looking to benefit from tax incentives related to Qualified Opportunity Funds.
02
Businesses or organizations establishing a Qualified Opportunity Fund to attract investment.
03
Taxpayers seeking to defer capital gains taxes or reduce their tax liability.
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What is form 8996?
Form 8996 is the 'Qualified Opportunity Fund (QOF) Initial Certification' form that allows investors to certify that their fund qualifies for tax benefits under the Opportunity Zone program.
Who is required to file form 8996?
Any entity that intends to operate as a Qualified Opportunity Fund (QOF) and wants to obtain tax benefits under the Opportunity Zones program must file Form 8996.
How to fill out form 8996?
To fill out Form 8996, you will need to provide information about the entity's ownership structure, how it meets the requirements to be a QOF, and details of the investment strategy in Qualified Opportunity Zones.
What is the purpose of form 8996?
The purpose of Form 8996 is to enable the IRS to recognize the entity as a Qualified Opportunity Fund, which allows investors to defer and potentially reduce capital gains taxes.
What information must be reported on form 8996?
Form 8996 requires the reporting of the QOF's name, Employer Identification Number (EIN), the date of its formation, and the certification that it meets the requirements to be a Qualified Opportunity Fund.
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