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What is a K-1 tax form, and when will I receive it?

A K-1 (Schedule K-1) reports your share of income, deductions, and credits from an SPV. You'll receive one per SPV per tax year, typically by March 15 of the following year.

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.

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