Hi @DBaty Did you get your questions answered? I just did this, and you can use an existing 8949 to add the QOF investment amount or open a new one. You may have multiple 8949’s already if you have different cap gain types that require different tax treatment. You add a new row with the QOF’s EIN, the code Z, investment date and amount through overriding the fields (desktop version at least) and use a (-) amount for the investment as the post describes. That creates the credit to your capital gain and reduces it by the amount you are investing in the QOZ. That’s it, you will see the impact below on that form. You don’t have to link the investment with specific gain sources, just add a line item with the invested amount. You’ll want to check the AMT cap gain form also and do something similar there to reduce your total cap gains for AMT purposes. Hopefully Intuit will actually include support for this investment type in 2019.
