As an investor, it's important to understand what tax documents you may be eligible to receive and when you can expect to receive them. At the beginning of each calendar year, we provide certain tax documents to our investors, including the 1099-B, 1099-Div, and 1099-Misc. These documents are typically sent out no later than January 31st.
You may be eligible to receive these tax documents if you meet one or both of the following requirements in the previous calendar year:
It's important to note that each investor's tax situation is unique, so it's a good idea to consult with a tax advisor for personalized advice. They can help you understand your tax obligations and ensure that you are in compliance with all relevant laws and regulations.