We provide tax documents to investors as soon as they become available to help investors file their taxes on time.
- By February 15: Wefunder will notify investors via their email as to which investments we expect will require a Schedule K-1. If you are not notified, then we do not expect you’ll receive a Schedule K-1 this year.
- By March 15: Wefunder will provide an update on your Schedule K-1 if it has not already been uploaded to your account.
- By April 15: Wefunder will upload your tax documents to your Wefunder Tax Document Center, which includes a Schedule K-1 and other related documents (as needed). Note: If we cannot produce your tax documents by this date, we’ll notify you by email to file an extension with the IRS.
- By September 15: Wefunder will upload all remaining tax documents that require an extension.
This is for educational purposes only and should not be construed as tax or legal advice.
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