If you've invested in any deal through Wealt, you'll receive K-1 forms for tax filing purposes.
What a K-1 reports:
Your proportional share of the SPV's income (or losses)
Any deductions or credits passed through from the SPV
Capital gains or losses from the SPV's activities
When you'll receive it:
K-1 forms are issued annually for each SPV you're invested in
They are typically available by March 15 of the following year
Example: Your 2026 K-1 should arrive by March 15, 2027
Where to find it:
K-1 forms are automatically uploaded to your Vault
You'll receive an email notification when they're available
Navigate to Documents → Tax Forms in your dashboard
Do I receive a K-1 even if there's no distribution?
Yes. K-1 forms report SPV activity regardless of whether cash was distributed to you. The SPV may have income, losses, or expenses that affect your tax filing.
What to do with it: Provide all K-1 forms to your tax advisor or include them with your annual tax filing. If you invest in multiple deals, you'll receive multiple K-1s - one per SPV.