July 23, 2020
Do you recommend the non-EZ form if our loan is over $2 million?
Posted by Armanino Financial Advisory Team
To be clear, we are not permitted to provide you any recommendations regarding actions you should or should not take. Such decisions must be made by you or in consultation with your professional advisors. The criteria for qualification to use Form 3508EZ are spelled out in the Instructions link on the Treasury website as well as elsewhere in these FAQs.