Please visit your Tax Center section of your Portfolio for a list of tax documents you can expect to receive and timing expectations on when these will be available for you.

Depending on the specific investment's legal structure, each investor will receive a K-1 or 1099 form for tax purposes. The structure of the particular investment is on the offering page and either the investment memorandum or the series note supplement, which are available for download and review when an offering is newly launched on our platform.