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Section 962 Election Statement: Purpose and Requirements

An individual who makes the Section 962 election must send a statement to the IRS with their return. However, there is no tax form created just for the individual taxpayer making a Section 962 election. This session reviews the Section 962 basics and then reviews the statement’s requirements in detail. We’ll do a step-by-step walkthrough of a sample statement.

Presenter: Phil Hodgen

Materials: Dropbox