x147
Returning Member

Get your taxes done using TurboTax

Mboz and all,

 

Tax Act 2019 premier download is available, even though their order screen says "coming soon".  Just proceed with the order or call them if you prefer.

 

So far, now using Tax Act and although I haven't tried e-filing yet, everything appears ok, clear directions on the 8949 - https://www.taxact.com/support/ and search for reporting and deferring capital gains for investing in a qualified opportunity fund.        And I can see they have 8997 in the program but haven't got to that section yet.  But again, I haven't tried e-filing yet because waiting on the K1, etc, so caveat emptor.

 

Still using TT  to check my work (minus the opportunity zone fund portion), so far both programs have correctly calculated to the penny.  To be fair to TT, it has much more brokerages/banks, etc imports, and in my opinion is most user friendly.  So prepare for much more typing (regular typing in data, not manual overrides) if going the TaxAct route.