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輕鬆完成並提交您的 8997 表單

依照以下簡單步驟，線上填寫、簽署並送出您的 8997 表單。

01

填寫表單

我們直覺易用的編輯器，讓您快速填入個人或公司資料至 8997 表單範本。

02

簽署表單

在 8997 表單上加入您的電子簽名，確認文件由您本人親自提交。

03

傳送給申請方

下載已簽署的 8997，立即列印或分享給申請方。

如何線上填寫 8997？

依照以下步驟，線上完成您的 8997 表單。

Step 01

Identify all QOF investments at the start and end of the tax year.

Step 02

Report any new QOF investments made during the year.

Step 03

Document any QOF investments sold during the year.

Step 04

Calculate deferred gains and any capital gains included in income.

Step 05

Balance the initial and acquired investments with any dispositions and gains.

Step 06

Double-check all figures for accuracy.

IRS Form 8997 Instructions

8997 的用途是什麼？

Form 8997 is used by taxpayers to report their Qualified Opportunity Fund (QOF) investments to the IRS. It is required to track the initial and annual status of these investments, including any deferred gains, to ensure compliance with the Opportunity Zone program.

哪些人需要填寫 8997 表單

Taxpayers who hold investments in Qualified Opportunity Funds (QOFs) at any time during the tax year.

What information do I need to report on Form 8997?

You must report QOF investments held at the beginning and end of the year, any deferred capital gains, and QOF investments disposed of during the year.

Do I need to report every QOF investment separately?

No, you only need to report the total value of your QOF investments at the start and end of the year, along with any changes.

Where can I find the necessary information to fill out Form 8997?

You can find the required information in the Instructions for Form 8997 on the IRS website and the Opportunity Zone FAQs page.

What happens if I dispose of a QOF investment during the tax year?

You must report the gain or loss on Form 8949 and Schedule D (Form 1040).

Do I need to file Form 8997 if I did not dispose of any QOF investments?

Yes, you are still required to file Form 8997 to report the QOF investments held at the beginning and end of the year.

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