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Get your taxes done using TurboTax
Just to follow up my previous post and echo NW Jim's posts, able to complete the return w/opportunity zone investment using Tax Act. Just be prepared to do quite a bit more manual entry (less import options). I did continue to use Turbo Tax up to point of the opportunity zone investment, it gave me the confidence that everything matched up dollar to dollar to Tax Act (prior to entering the OZ fund investment info). Also, yes the 8997 form and the proper 8949 entries did show up in Tax Act. I used the "premium" download version of TaxAct, if you get a message in the online order webpage stating "not yet available" or "coming soon", keep going forward with the purchase, it is actually available.
‎April 4, 2020
5:59 PM