How to find your 2021 K-1 Statements for Investors

There are 4 steps in the process for finding your K-1 for the 2021 tax season.

 

Step 1: Locate the “Portal” in the top navigation bar.

 

 

Step 2:  Navigate to the “Tax Documents” tab.

 

 

Step 3: Look at the “Investments Tax Summary.”  This tax summary indicates what K-1’s you will be receiving. There are 4 statuses for preparation: None, Pending, In Progress and Completed. There are 3 statuses for distribution: Pending, In Progress or Completed. Once they are delivered you will see the actual document in the table below the tax summary. Please see the difficulty levels below.  

 

 


Step 4: Once completed, your K-1s will be available for download in the Tax Document section below. 

 

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K-1 Timelines

 Starting this year, Assure has re-evaluated the classification of returns by the level of difficulty, on a 1-6 scale (1 being the simplest to prepare, 6 being the most difficult). Below are timelines associated with each level of difficulty, and what classifies each level. Please note, if information regarding the fund has not been reported to Assure, or if you request non-required changes, these timelines do not apply. 

LEVEL OF DIFFICULTY TO PREPARE

DATE RETURN WILL BE DELIVERED TO THE DEAL ORGANIZER FOR REVIEW

1

February 5

2

March 1

3

March 10

4

April 10

5

June 15

6

July 15