Calculation of Adjusted Purchase Price
Calculate the adjusted purchase price for all anniversary dates in accordance with Revenue Ruling 08-011 and the formula below, and
then place in table below. If an LLC or partnership, use a table for each member or partner.
Amount of QEI made on certain credit allowance
Amount of QEI on certain credit
date invested in Louisiana or to be invested
Adjusted Purchase price.
allowance date.
$______________
X
=
Amount of QEI made on certain
credit allowance date.
$______________
Na m e o f I nve sto r or I nve s to r Me m b er /Par tn er :
Credit Allowance Dates
Credit Amount
Allocated Percentage
Percentage Credit Amount
Na m e o f I nve sto r or I nve s to r Me m b er /Par tn er :
Credit Allowance Dates
Credit Amount
Allocated Percentage
Percentage Credit Amount
Na m e o f I nve sto r or I nve s to r Me m b er /Par tn er :
Credit Allowance Dates
Credit Amount
Allocated Percentage
Percentage Credit Amount
Na m e o f I nve sto r or I nve s to r Me m b er /Par tn er :
Credit Allowance Dates
Credit Amount
Allocated Percentage
Percentage Credit Amount
I attest and affirm that the information detailed in this application is true and accurate to the best of my knowledge and I understand that upon the
indication of a misrepresentation of the facts therein I am subject to legal and tax consequences, including a total recapture of credits granted as a result
of the misrepresentation.
Print Taxpayer Name
Print Taxpayer Representative
Taxpayer Representative or Taxpayer Signature
Date
(mm/dd/yyyy)
X
Note: This application will be processed in the order received. Once this application is processed, you will receive a New Markets
Certification Form. Use the New Markets Certification Form to claim and transfer the New Markets Tax Credit. For more information on
how to claim and transfer this credit, refer to the proposed regulation LAC 61:1.1911 available on the Department’s website.
Submit this application to: NewMarketTax.CreditApplication@la.gov