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Completing Form 8824 in SureFire

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📊 Step-by-Step Guide

Step 1: Select the taxpayer type at the top of the form

Use this when you need to identify who the form applies to.

Enter T, S, or J (taxpayer, spouse, or joint) at the top of the form next to the name.

Step 2: Complete Parts I and II

Use this to ensure the initial sections are filled out.

Fill in all appropriate information in Parts I and II.

Step 3: Follow the Line 7 answer to determine the next part

Use this to route the form based on your answer.

If answer is YES, go to Part II. If answer is NO, go to Part III.

Step 4: Attach an explanation from line 11c (if needed)

Use this when you need to provide additional details.

Next to line 11c, you may link (F9) to attach an explanation.

Step 5: Complete Part III lines 12 through 14 only when property was NOT like-kind

Use this to enter the correct lines based on the property type.

Complete lines 12 through 14 of Part III if property was NOT like-kind, otherwise go to line 15.

Step 6: Mark the appropriate boxes to transfer amounts

Use this to ensure amounts flow to the correct forms.

Be sure to mark the appropriate boxes on lines 14 and 22 to transfer amounts to those forms.

Step 7: Limit the number of copies included with an electronically-filed return

Use this to avoid e-file submission issues.

No more than 5 copies Forms 8824 may be included with an electronically-filed return.

Tags: federal,form