Form 8997 print requirements

To print Form 8997, Federal Initial and Annual Statement of Qualified Opportunity Fund (QOF) Investments:
  1. In the
    Tax Forms
    , select
    Federal
    , then the
    8997 – Initial and Annual Stmt of QOF
    folder.
  2. Go to the
    8997, Page 1
    folder.
  3. Make sure
    Part I
    or
    Part II
    is populated.
  4. Alternatively, go to the
    8997, Page 2
    folder.
  5. Make sure
    Part III
    or
    Part IV
    is populated.
  6. Do a full recompute, then print the return.

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