ljr
Level 8
10-05-2021
08:23 AM
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I had my first QOF client this year. Did you complete Form 8997 Initial & annual Statement of Qualified Opportunity Fund (QOF) Investments. I don't remember now if this form helped kick off to the 8949. This was not easy. I know finally my deferral showed up as a negative to reduce the current gain. Either way from my research this form needs to be included.