DXS
Level 3

Get your taxes done using TurboTax

You won't get the Z in the drop down menu unless you check a certain box when you make the entry.  On the first screen of the entry, there is a "does any of the following apply" and one of the options is "proceeds FROM a QOZ."  Ok, the "From" word is confusing because you are investing IN a fund, not taking money FROM the fund.  BUT!  YOU HAVE TO CHECK THAT BOX.  If you don't check that box you won't get the Z on the drop down menu three or four screens later.

 

TaxAxt made it really complicated.