Will I get a 1099-B for my investment(s)?
If your investment had a distribution which included a return of principal in 2024, or you participated in a liquidation event, you can expect to receive a 1099-B for the 2024 tax year.
Will I be taxed based on liquidations?
If any liquidation requests you submitted in 2024 were approved and funds were received by you, you should anticipate receiving a 1099-B for that specific investment.
For instance, if you participated in the liquidity events in 2024 for the Yieldstreet Alternative Income Fund and/or the Growth & Income REIT, you can expect to receive a 1099-B for the 2024 tax year.
Will I receive tax documents for incentive payments?
Any investor that received over $600 in incentive payments in 2024 will be issued a 1099-NEC.