Support CenterForm 8824: Sending line 14 and 22 data to correct forms
🔍 What This Guide Covers
How to fill out Form 8824 parts I, II, and III sections for sending line 14 and line 22 data to the correct forms.
⚠️ Before You Begin
Have the correct tax information available for the exchange and be ready to use the program help (F9) if an explanation is required.
📊 Step-by-Step Guide
Step 1: Complete Parts I and II
Use this when you need to confirm the basic exchange details before calculating deferred gain or (loss).
Step 2: Review Lines 9 and 10
Use this to decide whether you continue to Part III and report the deferred amount.
Lines 9 and 10 - If lines 9 and 10 are both No, and this is the year of the exchange, go to Part III. If both Lines 9 and 10 are No and this is not the year of the exchange, stop here. If either 9 or 10 are Yes, complete Part III and report on this year's tax return the deferred gain or (loss) from line 24, unless one of the exceptions on line 11 applies.
Step 3: Attach an explanation if 11c is marked
Use this when the form requires additional detail.
If box 11c is marked, you must press F9 to attach an explanation.
Step 4: Enter the correct Part III lines for like-kind versus not like-kind
Use this to transfer information to the correct schedules.
Complete line 12 through 14 of Part III if the property was NOT like-kind, otherwise go to line 15. Information from this form will transfer to Schedule D or Form 4797, whichever you choose.
Step 5: Mark the boxes that control data flow to other forms
Use this so the program routes the amounts to the correct destination forms.
❌ Common Errors
If your amounts are not flowing correctly, double-check your yes/no answers for Lines 9 and 10 and confirm that you marked the correct boxes on lines 14 and 22.
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
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