Skip to main content
Level 1
September 21, 2020
Question

Form 8997

  • September 21, 2020
  • 1 reply
  • 11 views

Is form 8997 automatic in Lacerte if the deferred gain is reported correctly on

Schedule D for an investment into a Qualified Opportunity Fund

This topic has been closed for replies.

1 reply

George4Tacks
Level 15
September 22, 2020

To check, go to the Forms tab and look to see if 8997 shows up. 

8997 input is in screen 91 if you are working on an individual return.

Answers are easy. Questions are hard!