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      1. Glassboard Help Center
      2. Common Tax Questions
      • Getting Started with Glassboard
      • Glassboard FAQs
        • General
        • For Investors
        • For Organizers
      • Assure Labs
      • Investor Help
        • Investment Process
        • Accounts and Profiles
        • Wiring Money
      • Common Tax Questions
        • General Tax Questions
        • For Organizers
      • Service Level Tiers
      • New Features
        • Deal Track and Market
      • Announcements

      Common Tax Questions

      Taxes, Fund Taxes, K1s, W8s, W9s and more

      General Tax Questions

      • When will I receive my K-1
      • How will I receive my K-1?
      • I'm foreign, do I need to file a return?
      • I heard that the underlying investment went out of business or is on its way out. Why is there no loss on my K-1?
      • Why does my K-1 show income? I never received this income.
      • I invested in Fund A, why did I not receive a K-1?
      • Fund A had an exit, but some of the proceeds are being held in escrow. Will we recognize all of the gain this year?
      • There is a distribution amount on my K-1, but I never received the cash. What happened?
      • How do I fill out the Form W8/9?
      • Why am I just getting this K-1? Aren't K-1s required to be sent by the end of January?
      • The company had a down round during the year. Why doesn't the loss show up on my K-1?
      • I still have questions about my K-1. Who can I contact?
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      For Organizers

      • What is Effectively Connected Income and do our funds have it?
      • Do investors investing through exempt entities (i.e. charities, endowments, IRAs) need to worry about Unrelated Business Taxable Income?
      • Fund A holds a note from a foreign startup. Do we need to know if the company is a CFC and/or a PFIC?
      • How does a sales charge that comes out before money goes into a fund affect the investor's basis?
      • Can we allocate different assets to specific investors?
      • Withholding
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