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mcrmgf
Returning Member

form 8997

 
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3 Replies

form 8997

Do you have a specific question about it?

mcrmgf
Returning Member

form 8997

 for my turbo taxi posted re 8997  did 2021 taxes leaving out  my72k  investment in OZ  stock that is an opportunity zone.  did not include 8997 since turbo doesnt  have it.. i  amended return to get proper credit for investment using 8997.   i  got my additonal refund.        For 2022 filing (with  extension)  will leave  out oz form and   leave my refund with irs.  i sold my oz in 2022  so will increase on amended  the 72k to show how much short- and long-term gains  used for offset in 2021.  its a pain and luckily i am thru with opportunity zone in 2022

mcrmgf
Returning Member

form 8997

no if you had form i wouldn t be amending returns

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