We provide tax documents to investors as soon as they become available, to help investors file their personal taxes on time.
- By the end of February: Wefunder will notify investors 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 the end of March: Wefunder will publish your tax documents to your Docs page, which includes a Schedule K-1 and other related documents (as needed). If we were unable to produce your tax documents by this date, we’ll notify you to file an extension to the IRS.
- By the end of September: Wefunder will publish all remaining tax documents.
This is for educational purposes only, and should not be construed as tax or legal advice.
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