If you owned Fundrise eFund shares at any point during tax year 2025, you may receive a Schedule K-3 along with your Schedule K-1. These forms report tax activity from the period before the eFund was merged into the Growth eREIT.
Tax year 2025 is expected to be the final year Schedule K-3 forms are issued to former eFund shareholders.
Schedule K-3 is an extension of Schedule K-1 and is generally used to report a partner’s share of partnership operations that are relevant for international tax reporting.
Because the Fundrise eFund is a domestic partnership with no foreign activity, the inclusion of Schedule K-3 is unlikely to be required to complete your federal tax filing.1 However, please consult your qualified tax advisor, CPA, or financial planner for guidance on your particular circumstances.
1. This is based on the following assumptions:
* You are a U.S. citizen, resident alien, domestic partnership, domestic corporation, domestic trust or estate
* You do not intend to claim any foreign tax credits
* You do not have any direct or indirect foreign investors
* You do not intend to claim a foreign derived intangible income (“FDII”) deduction
* You are not subject to the base erosion anti-abuse tax (BEAT regime)
