8827-2026

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Form 8827 is used by corporations to calculate the minimum tax credit for prior year Alternative Minimum Tax (AMT), determine the refundable AMT credit amount, and establish any minimum tax credit carryforward. The form includes instructions for calculating these credits based on the corporation's regular income tax liability and outlines specific conditions under which credits may be limited due to ownership changes or elections made in previous years.

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Click ‘Get Form’ to open the 8827 in the editor.
Begin by entering the employer identification number and the corporation's name at the top of the form.
For line 1, input the minimum tax credit carryforward from your 2018 Form 8827. This is crucial for calculating your current year credits.
On line 2, enter your corporation’s regular income tax liability for 2019, minus any allowable tax credits as specified in the instructions.
Proceed to line 3 and enter the refundable minimum tax credit amount based on your calculations. Ensure accuracy here for proper credit application.
Complete lines 5a, 5b, and if applicable, line 5c by following the instructions carefully to determine your current year refundable minimum tax credit.
Finally, record any minimum tax credit carryforward on line 6 for future reference.

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Versions	Form popularity	Fillable & printable
2022	4.1 Satisfied (40 Votes)
2021	4.8 Satisfied (174 Votes)
2020	4.4 Satisfied (68 Votes)

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What is the credit for prior year minimum tax?

The Prior-Year Minimum Tax Credit lets you get back money you paid as an AMT in a prior year. You can only claim this credit in a year when you dont have to pay AMT. You cant use the credit to reduce your AMT liability in the future.

What is the form 3800 calculation?

Form 3800 is used to calculate the sum of your general business tax credits available in a single tax year, including any credits carried over from previous years. If you are a startup that plans to claim one of the general business tax credits for your small business, you must file IRS Form 3800.

What is the AMT basis?

The Alternative Minimum Tax (AMT) is a separate tax system that requires some taxpayers to calculate their tax liability twicefirst, under ordinary income tax rules, then under the AMTand pay whichever amount is highest.

What is form 8827?

Corporations use Form 8827 to figure the minimum tax credit, if any, for AMT incurred in prior tax years, and to figure any minimum tax credit carryforward to future years.

Do I qualify for the general business credit?

Eligibility Criteria for the General Business Credit ing to the IRS, an eligible small business is any of the following: A non-publicly traded corporation. A partnership. A sole proprietorship.

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What is the IRS form 3800?

Form 3800 is used to calculate the General Business Credit, which is a combination of over 30 component tax credits that have their own eligibility requirements and rules. Form 3800 is a complex form thats broken down into six separate parts.

How do I get form 3800?

Go to .irs.gov/Form3800 for instructions and the latest information. You must include all pages of Form 3800 with your return.

What is the IRS 3.8 tax?

A 3.8 percent net investment income tax (NIIT) applies to individuals, estates, and trusts that have net investment income above applicable threshold amounts.

8827-2026

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How to use or fill out 8827 with our platform

See more 8827 versions

Complete this form in 5 minutes or less

Got questions?

What is the credit for prior year minimum tax?

What is the form 3800 calculation?

What is the AMT basis?

What is form 8827?

Do I qualify for the general business credit?

Security and compliance

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People also ask

What is the IRS form 3800?

How do I get form 3800?

What is the IRS 3.8 tax?

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