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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