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Level 2
posted Mar 10, 2021 11:58:54 PM

Do you support filing electronically with form 8997?

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1 Replies
Expert Alumni
Mar 11, 2021 7:08:44 AM

No, Form 8997 Initial and Annual Statement of Qualified Opportunity Fund (QOF) Investments is not supported in TurboTax so it's not supported for e-filing. 

 

  • TurboTax Free through Self-Employed/Home & Business will handle the most common IRS tax forms for individual (personal) tax filers.

Qualified opportunity fund (QOF). A QOF is an investment vehicle organized as a corporation or a partnership for the purpose of investing in QOZ property (other than another QOF) that holds at least 90% of its assets in QOZ property.