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How can foreign nationals take advantage of the OZ incentive by investing capital gains?

Ho can foreign nationals benefit from the tax benefit of an OZ fund on capital gains? What forms will we need to fill out besides the 8949 and 8997?

  • David LeGrand
    February 16, 2021

    If you are a U.S. taxpayer, then you should be able to reinvent capital gains in an OZ.


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