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Form last updated: 03/2024. Please verify this is the current version before use.
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What is a 8996 used for?
Form 8996 is used by corporations and partnerships to certify their status as Qualified Opportunity Funds (QOFs). This form is essential for entities that wish to be recognized as QOFs and report their compliance with investment standards to potentially benefit from tax incentives associated with investing in economically distressed areas.
Who needs to fill out a 8996 form
Corporations and partnerships that are certifying as Qualified Opportunity Funds.
How to fill out a 8996 online?
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Frequently Asked Questions
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It certifies that an entity qualifies as a Qualified Opportunity Fund and reports on its compliance with the 90% asset test.
Corporations and partnerships that are certifying as Qualified Opportunity Funds.
The fund may be subject to a penalty based on the shortfall in meeting the asset test.
