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Dividends and Distributions
IRS form used to report dividends and other distributions from investments.
Statut du Bailleur Privé – Engagement de Location
French form for private landlord status and rental commitment declaration under investment tax relief schemes.
Calculation of Cumulative Net Investment Loss (CNIL)
Canadian CRA form.
Revenus de Valeurs Mobilières et Gains Assimilés
French securities and investment income declaration form.
U.S. Income Tax Return for Regulated Investment Companies
Return for regulated investment companies
Investment Credit
IRS form used to calculate and claim the investment credit, including the rehabilitation credit, energy credit, and qualifying advanced coal project credit.
Investment Interest Expense Deduction
Calculates investment interest expense deduction
Annual Return/Report of Employee Benefit Plan
Joint IRS/DOL form used by employee benefit plan administrators to report information about the plan's financial condition, investments, and operations.
Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund
IRS form used by U.S. shareholders of passive foreign investment companies (PFICs) to report income and elections related to their PFIC holdings.
Like-Kind Exchanges
IRS form used to report like-kind exchanges of business or investment property under Section 1031, allowing deferral of gain recognition.
Net Investment Income Tax
IRS form used to calculate the 3.8% net investment income tax (NIIT) on investment income for individuals, estates, and trusts above threshold amounts.
Qualified Opportunity Fund
IRS form used by corporations and partnerships to certify as a Qualified Opportunity Fund and report compliance with the 90% investment standard.
Initial and Annual Statement of Qualified Opportunity Fund (QOF) Investments
IRS form used by taxpayers to report their holdings and deferred gains in Qualified Opportunity Fund investments on an annual basis.
Rendas Aquisições de Valores - Anexo I
Portuguese investment and securities income declaration form - Annex I.
Capital Gains and Losses
IRS form used to report capital gains and losses from the sale of investments and other capital assets.
SEC Investment Advisers Data
Information about registered investment advisers
SEC Investment Advisers Data (Exempt)
Information about registered investment advisers - exempt reporting advisers
Statement of Investment Income from Properties
Registered Investment Income Tax Return
CRA income tax return for registered investments such as those held in RRSPs, RRIFs, or DPSPs.
Statement of Investment Income
CRA information slip reporting investment income such as interest, dividends, and royalties. Tax year 2024.