What tax documents can I expect to receive?

You should receive a Form 1099-DIV for each eREIT or interval fund in your portfolio that generated aggregate distributions of at least $10 or more in the given tax year.

If you own shares of the Fundrise eFund, you should receive a Schedule K-1 and a Schedule K-3.

If you liquidated any eREIT/interval fund shares in the prior year, you should expect to receive a Form 1099-B for each fund. 

To determine which types of funds you own, please refer to the Portfolio tab of your investor dashboard. 

For any tax information specific to you, please consult your CPA or tax professional as we are unable to provide personalized tax advice.