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Form 8997

Level 1

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

Schedule D for an investment into a Qualified Opportunity Fund

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1 Comment 1
Level 15

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.

Here's wishing you many Happy Returns