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How are K-1s issued?

K-1s are issued on an annual basis to investors within a SPV or Fund. Fund managers will also be issued a K-1 if they have invested, or if they have carry in the deal.

You can find your individual K-1 forms on your dashboard after they are filed with the business return. K-1 forms are typically not included with personal tax returns, but we encourage you to deliver your K-1 forms to your CPA.

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