Investor resource
Know what to share with your CPA and when to check in.
Investing in a Qualified Opportunity Fund takes more than the first contribution. This one-page checklist shows what to provide and what to discuss with your CPA at each stage.
Why use it
Your steps and your CPA’s checks sit side by side.
It lists the gain records, subscription documents, funding proof and tax statements to gather.
Five stages run from before you invest to before you exit.
It explains why investments made through 2026 and from 2027 differ.
A quiet year can still require Form 8997.
One page holds it all, with links to the IRS sources.
For investors to keep with their records and for CPAs to share with clients.
The five stages
Each stage pairs what you provide with what your CPA oversees.
Bring your gain records and the proposed investment documents.
Bring the subscription documents and proof of payment.
Send K-1s, investor reports and every contribution, distribution or transfer.
Contact your CPA before a sale, gift, transfer or redemption.
Bring the sale documents and your full investment history.
Download
Enter your details and the editable Word file arrives in your inbox. The PDF is open to download right now.
One letter-size page, ready to print and share.
CPAs can share it with every QOF client. See how OZfile helps CPA firms
General education, not individual tax advice. Services depend on your CPA engagement.
