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.
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​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.

Will I receive tax docs for incentive payments?

Any investor that received over $600 in incentive payments in 2024 will be issued a 1099-NEC.