TurboTax

File with experts
File your taxes
Experts at your fingertips

An expert helps with your taxes, or does them for you
TurboTax Expert Full Service

TurboTax Expert Assist

TurboTax Self-Employed
Prior year taxes
File myself
File myself
Do it yourself

We'll guide you step-by-step
TurboTax Do It Yourself

TurboTax Self-Employed

TurboTax Desktop
TurboTax Free

Activate your product

Prior year taxes
Business
Business
Business taxes

Get your T2 corporate return done right, your way
TurboTax Business

TurboTax Business Desktop
Tax situations
Tax situations
Tax situations

Find extra guidance for your big life moves
For investors

For 25 and younger

For self-employed

For new to Canada

For life changes
Resources
Resources
Resources

Explore tax tools, get tips, and read reviews
Personal income tax calculator

RRSP savings calculator

Learning hub

TurboTax support (FAQ)

TurboTax community
Pricing

Community

Question

"How do I find forms 8996 and 8997 for investment in Qualified Opportunity Funds?"

Forum|Forum|4 years ago
January 12, 2022
1 reply
0 views

No text available

TurboTax Self Employed Online

Those forms are not supported in any of the TT programs ... if you need them you have to do them by hand and then use the FORMS mode in a downloaded program to enter the information on the proper forms. Efiling will not be possible ... those forms must be included with the return you paper file.

This may be a year for you to use a local tax pro or upgrade to the TT LIVE FULL SERVICE option.

Employee

It's a shame really that Turbo Tax doesn't have such a simple form, and doesn't support QOZ investments at all, for that matter. I feel that after one has used the software loyally for over 20 years, the advice should not be "perhaps now is the time to start paying someone else to do your taxes".