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.
Questions? Reach out to support@wefunder.com