Answer
Aug 14, 2025 - 11:36 AM
Well, very good question. If you are invested in a QOZ fund today, none of this affects you better or for worse. In other words, all of the factors that apply to your investment are in place, and you will have to pay your deferred capital gains tax before you file your 2027 taxes, That's what we typically say the spring of 2027 is when the deadline is, because that's when people are paying their taxes for the 2026 tax year. And the benefits that apply to the whole period of 10 years and being able to essentially avoid the subsequent taxation of your gains in the fund after holding that investment for 10 years – That still applies. So all the terms and benefits of your investment at the time of your investment are all preserved for you at the individual level and unaffected by the bill. These updates that you see on the screen are really now applicable to anyone who invests in a QOZ fund going forward after December 31st, 2026.
