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J
jerry
Level 6
July 26, 2021
Question

Form 8996 for taxpayer?

  • July 26, 2021
  • 1 reply
  • 15 views

Taxpayer received 8996 forms from the Qualified Opportunity Funds he invested in.

Do these need to be attached to his 1040?  I'm assuming the QOF's already filed the 8996's with their 1120's, but if so, why did they send them to my individual taxpayer?

Thanks!

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1 reply

PhoebeRoberts
PhoebeRobertsIntuit Community Champion
Intuit Community Champion
July 26, 2021

They have the information your guy needs for his 8997 (Screen 91).

    J
    jerryAuthor
    Level 6
    July 26, 2021

    I'm confused - I don't see any information on the 8996 that's needed for the individual 1040 (except for the EIN...)

    What am I missing?

    PhoebeRoberts
    PhoebeRobertsIntuit Community Champion
    Intuit Community Champion
    July 27, 2021

    Yes, the EIN (and a paper for your file showing it's an actual QOF).

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