MarilynG1
Employee Tax Expert

Get your taxes done using TurboTax

If this doesn't apply to you, don't worry about checking any boxes.  If you need Form 8997 to report disposed investments in a Qualified Opportunity Fund for a tax benefit, you may need a CPA as TurboTax does not handle that.  Or, you can mail your return with Form 8997 attached.

 

Here's more detailed info on Reporting Form 8997 in TurboTax and IRS Instructions for Form 8997.

 

@kd_raj 

 

 

 

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