Investment Reporting & Taxes

Learn more on investment reporting and taxes.

• Finding Information on Realized Offerings
• What Is a K-1 Tax Form? 
• Sponsor reporting requirements
• How to access tax documents on CrowdStreet
• When will I receive my tax documents? Should I file for an extension?
• Will CrowdStreet Blended Portfolio (CSBP) be filing state composite tax returns on my behalf?
• Do I need to file out-of-state tax returns and why?
• What is a 990-T and when do I need it?
• What are disregarded entities and W-9s?
• What is a disposed investment vs. a realized investment?
• Capital calls overview