topic Re: Schedule D in Get your taxes done using TurboTax

Schedule D

bchunt300 — Sun, 16 Feb 2020 19:17:30 GMT

On Schedule there is a question concerning Qualified Opportunity Fund and is a yes or no question. If you have none should it not be checking the box No. Neither of the boxes are checked. Is this ok to submit with no boxes checked

Re: Schedule D

JohnW222 — Sun, 16 Feb 2020 19:51:57 GMT

The actual question on the Schedule D is, "Did you dispose of any investment(s) in a qualified opportunity fund during the tax year?", so if you had no such investments during the year, you can safely answer "no."

If it's unchecked and isn't rejected by the IRS' e-file system, that's fine.

Re: Schedule D

pattie — Sun, 29 Mar 2020 17:14:01 GMT

Why doesn't Turbo Tax ask the question about the qualified fund transfer so the question is filled in automatically. I couldn't find where it asked it.

Re: Schedule D

Trekfueler — Wed, 09 Mar 2022 18:56:04 GMT

I have this same question. I imported all my info from broker, so why doesn’t TurboTax choose yes or no instead of leaving it blank?

Re: Schedule D

JamesG1 — Thu, 10 Mar 2022 13:34:41 GMT

TurboTax does not support deferring gain by investing in Qualified Opportunity Funds.

The question is asked to make sure that you can use TurboTax to complete your tax return.

See Best Answer here.

Re: Schedule D "Did you dispose of any investment(s) in a qualified opportunity fund during the tax year?"

New User Sch D — Fri, 25 Mar 2022 21:19:25 GMT

I wonder why Turbo Tax is not able to address this issue. for two years. Is there any way the user can fill in the box if submit e filing via Turbo Tax?

Re: Schedule D "Did you dispose of any investment(s) in a qualified opportunity fund during the t...

MarilynG1 — Mon, 28 Mar 2022 23:58:47 GMT

There is no indication that TurboTax will be handling Qualified Opportunity Funds in the near future.

Check the box No if you don't have sales for these types of funds. If you do, click this link for more info on Qualified Opportunity Funds.

Re: Schedule D "Did you dispose of any investment(s) in a qualified opportunity fund during the t...

kd_raj — Sun, 22 Feb 2026 03:16:33 GMT

How do we check the box NO? There is no option for that

Re: Schedule D "Did you dispose of any investment(s) in a qualified opportunity fund during the t...

MarilynG1 — Tue, 24 Feb 2026 19:05:42 GMT

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