Tax Documents

Tax Documents Generated

Linqto will generate and issue Schedule K-1 forms to all investors on an annual basis. If applicable, investors may also receive a 1099-MISC form.

Schedule K-1

A Schedule K-1 is an Internal Revenue Service (IRS) tax form issued annually for an investment in a partnership. The purpose of the Schedule K-1 is to report each partner's share of the partnership's earnings, losses, deductions, and credits.

Investors will receive a K-1 for each Special Purpose Vehicle (SPV) Series annually as long as the investment is held. Once an exit event occurs or if an investor redeems their membership interest by executing a sell order, the following year will be the final K1 received for that company.

1099-MISC

A 1099-MISC reports certain types of miscellaneous compensation. Linqto issues a 1099-MISC form for all investors who have received promotional rewards such as XRP or BTC during the most recent fiscal year.

If you have not received a promotional reward from Linqto you will not be issued a 1099 tax document.

Please note, prior to the tax year of 2024 1099-MISC documents were issued via a third party,  **https://www.track1099.com/**. Investors were notified via an email from Track1099 once this form was available for download.

Issuance Timeline

We expect tax-impacting K-1s and 1099s to be issued by the U.S. tax filing deadline of April 15, 2025. A tax-impacting event typically occurs when an exit event or a Sell Order is executed. Non-tax impacting documents will be accessible later in the year prior to the U.S. tax filing deadline of October 15, 2025.

We recommend consulting with a licensed tax professional to review your specific tax situation.

How to Access

Tax documents can be found in the documents section of your account. This area is also accessible by selecting Account > Documents. Investors will be notified via email once the documents are available in the document portal.

Please note that our team will not send tax documents via email.