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 Community Round 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 on 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.