When will I receive my K-1?
Investors can expect to receive one K-1 per investment. K-1's will be generated for the tax year in which the investor is included in a close, not the year in which the investment was committed. For example, if you committed your investment in December of 2022, but the fund did not close until March 2023, then you will receive a K-1 for the 2023 tax year.
K-1's will be delivered in the June-July timeframe, so investors should expect to file extensions for their tax returns. You will receive a notification from the platform when a new K-1 is available for download.
To download your Tax Forms you will log into the Gridline platform and navigate to Documents at the top of the page. Select the Tax Forms tab and click the Download PDF button next to the investment you wish to download tax information for.
