Article: 50196

Overview

Use Form 8997 to inform the IRS of the QOF investments and deferred gains held at the beginning and end of the current tax year, as well as any capital gains deferred by investing in a QOF and QOF investments disposed of during the current tax year.

Add Form 8997

To add the Form 8997:

1. Go to Federal Taxes.
2. Click Review.
3. Click I’d like to see the forms I’ve filled out or search for a form.
4. Enter Form 8997 in the search box and click on Form 8997 – Qualified Opportunity Fund Investments Statement to add and open the form.
5. Enter your information and click Save.

Further Information

See the Form 8997 instructions for more information.