Enter the amount of the current year credit eligible to be claimed in the current year from D-8609.
D-8609, D-8609A, and D-8609DS are in the Non Calculating forms folder. The electronic file includes these forms when data is present. You must fill out and include D-8609 in the electronic file; however, you can prepare D-8609A and D-8609DS in UltraTax or upload them with the other supporting documents.
To claim the credit, you need to include the following supporting documentation with the return.:
A copy of the DC Low-Income Housing Tax Credit Eligibility Statement Letter from DCHD
A properly executed Form D-8609 Part II and Part III, reflecting the total amount of the credit claimed
If applicable, D-8609A and D8609DS indicating the amount of the State credit allocated, or transferred, sold, or assigned
A schedule that includes each property for which a credit is claimed with a building-by-building allocation
When you e-file the return, you need to upload the signature page from Form D-8609 Part 1 using the Electronic Filing Attachments utility. Be sure to include all required documents or the District will deny the credit.
When you complete the address fields on an e-filed return, be sure to include the city, state, and ZIP code in the last entry field. You need to enter the address with the city followed by a comma, the state abbreviation, and the 5-digit ZIP code.