If you are a shareholder of the Flagship Real Estate Fund, Income Real Estate Fund, Innovation Fund, or eREITs, then you should expect to receive a 1099 tax package reporting any applicable dividend income from the previous tax year.
1099-DIVs should only be generated if your total distributions in an individual fund amount to $10 or greater in a given tax year.
We expect 1099-DIVs to be distributed on an annual basis in late January for the previous year’s distributions.
You can find any tax documents for your account on your Documents Tab under the “Tax Documents” section.