CSIM
Incentive Program

Federal Opportunity Zones

FederalOpportunity Zone (Federal & State)Tax deferral + 0% gains after 10 yrs (OZ 1.0 through 2028; OZ 2.0 eff. 1/1/2027)
What it is

Created by the 2017 Tax Cuts and Jobs Act and made permanent by the One Big Beautiful Bill Act (OBBBA, Pub. L. 119-21, July 2025) on a 10-year designation cycle. OZ 2.0 governor nominations underway July 2026; new OZ 2.0 map effective 1/1/2027. Existing OZ 1.0 tracts remain valid through 12/31/2028.

Start with an address

Check an Address — Free Snapshot

Compare the geocoded point for a Chicago address with the boundary used to screen Federal Opportunity Zones. A match is a location signal; review the current program source for the boundary's role and remaining criteria.

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Who it's for

Published criteria — confirm with Internal Revenue Service

  • Investment must be in a designated Opportunity Zone census tract
  • Must invest capital gains through a Qualified Opportunity Fund
  • Most industries qualify except sin businesses (golf, gambling, liquor stores)
Where it applies

Federal Opportunity Zones is screened against the Opportunity Zone (Federal & State) boundary. A geocoded point that intersects that boundary is a location signal, not a determination — review the current program source for the boundary's role and any remaining criteria. A single address can fall inside several overlapping incentive boundaries at once.

Boundaries are precise and change over time, so whether a specific address falls inside a mapped zone always depends on that exact address. The fastest way to check is to run a free snapshot for the parcel you have in mind — mapped coverage is a location signal, not an eligibility determination.

What it can support

Range on file · Tax deferral + 0% gains after 10 yrs (OZ 1.0 through 2028; OZ 2.0 eff. 1/1/2027)

Current published terms as of 2026-07-02

  • +OZ 1.0 (through 12/31/2028): 0% capital gains tax on new OZ investment profits held 10+ years (still available)
  • +OZ 2.0 (effective 1/1/2027): 5-year rolling deferral, 10% basis step-up at 5 years (30% for rural QOFs)
  • +Pre-2027 OZ 1.0 investments trigger deferred-gain inclusion on 12/31/2026 unless rolled into OZ 2.0
  • +OZ 2.0 caps total exclusion at 30 years post-investment
Check current status

Application timing can change. Verify current availability and instructions with the administering agency before relying on this program.

Verify current status on the official source
What you'll need
  • IRS Form 8949 (capital gains documentation)
  • IRS Form 8996 (Qualified Opportunity Fund compliance)
  • Investment records and QOF documentation
  • Property records within the Opportunity Zone
What to verify

This page is a starting point, not eligibility, legal, or tax advice. Verify current requirements, deadlines, and boundaries with the administering agency before applying or spending money — program rules and funding change over time.

Official source & contacts
Official program source ↗
Internal Revenue Service (IRS)
Chicago Neighborhood Initiatives (CNI)
Local CDFI / OZ Fund

Last verified 2026-07-02

Start with an address

Check an Address — Free Snapshot

Try:
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