We're sorry but Fundrise doesn't work properly without JavaScript enabled. Please enable it to continue.

What tax documents can I expect to receive?

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

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

If you owned Fundrise eFund shares at any point during tax year 2025, you should receive a Schedule K-1 and a Schedule K-3 (generally relevant only for international tax reporting). These forms report activity from before the eFund was merged into the Growth eREIT. Tax year 2025 is expected to be the final year K-1 and K-3 forms are issued.

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.

Can't find what you're looking for?

Contact support

Fundrise, LLC (“Fundrise“) operates a website at fundrise.com and certain mobile apps (the “Platform“). By using the Platform, you accept our Terms of Service and Privacy Policy. All images and return and projection figures shown are for illustrative purposes only, may assume additional investments over time, and are not actual Fundrise customer or model returns or projections. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in partial or total loss. While the data we use from third parties is believed to be reliable, we cannot ensure the accuracy or completeness of data provided by investors or other third parties. Neither Fundrise nor any of its affiliates provide tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. Neither Fundrise nor any of its affiliates assume responsibility for the tax consequences for any investor of any investment. Full Disclosure

For the Fundrise Advisors Form CRS please click here .

The publicly filed offering circulars of the issuers sponsored by Rise Companies Corp., not all of which may be currently qualified by the Securities and Exchange Commission, may be found at fundrise.com/oc. For investors and potential investors who are residents of the State of Washington, please send all correspondence, including any questions or comments, to washingtonstate@fundrise.com.

Fundrise takes any potential security issues seriously, and encourages the responsible and timely reporting of unknown security issues. Please send any discovered security concerns to securitydisclosure@fundrise.com

© 2026 Fundrise, LLC. All Rights Reserved. eREIT, eFund and eDirect are trademarks of Rise Companies Corp. Google Play and the Google Play logo are registered trademarks of Google LLC. Apple, the Apple logo and iPhone are registered trademarks of Apple Inc. NerdWallet and the NerdWallet logo are trademarks owned by NerdWallet, Inc. and used with permission. Proudly designed and coded in Washington, D.C.

What tax documents can I expect to receive?

Related Articles