After you invest
Do I receive a K-1 tax form when I invest in the Deal Room SPV offerings?
If you are an investor in our Deal Room SPV, you will receive a Schedule K-1 (Form 1065), which reports your share of the SPV’s income, deductions, and credits for the tax year. If applicable, you may also receive a Schedule K-3, which provides additional information for international tax reporting, along with relevant state tax forms. These documents are necessary for preparing your personal or business tax return.
We will notify you as soon as your K-1 is available for download or distribution. If you have any questions about your tax documents, please feel free to reach out to us at investors@republic.co or consult your tax advisor for specific guidance.
When do I receive the K-1 tax form for my SPV investments?
Most K-1s will be distributed by March 31st. However, due to the need for final financial reconciliations, data from underlying investments, and complex accounting reviews, some K-1s may be delayed. In such cases, we anticipate delivery no later than September 15th.
Filing Considerations
We recommend consulting your tax professional about filing an extension, as K-1s are often received after the standard April 15th tax deadline. Filing an extension ensures you can accurately report your investment income and avoid the need for amended returns.
