Each year, we notify all investors getting tax documents for the current tax season by February 15 that they will receive these documents. If you don't receive a notification via email, you do not have any tax documents to expect from us for that current tax season. If you receive the notice, you will receive a separate email when the document is uploaded to your account.

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 to 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 this point, you will know if your tax document will be delivered on time or require an extension. Wefunder will upload your tax documents to your Wefunder Tax Document Center, which includes a Schedule K-1 and other related documents (as needed).

By Tax Day: All completed tax documents will be uploaded to your Wefunder Tax Document Center. 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 March 15.

By September 15: Wefunder will have all remaining tax documents that require an extension uploaded to your account.

This is for educational purposes only and should not be construed as tax or legal advice.