Form 1099-B reports on gains or losses resulting from the liquidation of shares of the Flagship Real Estate Fund, Income Real Estate Fund, Innovation Fund, or any eREITs held in your portfolio.
Investors should anticipate the issuance of 1099-Bs when either the entirety or a portion of their account has undergone liquidation within the tax year.
These forms are typically distributed annually in late January.
To access any previously issued tax documents for your account, simply navigate to your Documents Tab under the 'Tax Documents' section.
