His Opportunity Zone Investment Deferred a $200,000 Gain. December 31 Will Put It Back on His 2026 Return Even if He Never Sells

His Opportunity Zone Investment Deferred a $200,000 Gain. December 31 Will Put It Back on His 2026 Return Even if He Never Sells →

A retiree who rolled a capital gain into an Opportunity Zone fund and never sold a single share is about to find that gain on his 2026 tax return anyway, and it brings an unexpected Social Security surprise with it.