• Schedule K-1. If you invested through an LLC (Limited Liability Company) — for example, investments directly into an LLC raising on Wefunder or investments in a fundraise using an SPV (Special Purpose Vehicle) — you will receive a Schedule K-1 in tax years where the LLC incurred a taxable gain or loss.

You can figure this out through the investment contract, which you can find in your portfolio page.

• Form 1099. If you received a payment from a company you invested in — for example, a quarterly payment on a revenue share contract — you may receive a Form 1099.

You can view all your tax documents here.

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

Questions? Reach out to support@wefunder.com