When will I receive my K-1 for the prior tax year?

When will I receive my K-1?

K-1 delivery dates vary by fund. For the expected delivery date of each of your K-1s, sign in to your AngelList dashboard — that is always the most up-to-date source of truth, and we update it as information from each fund becomes available.

Here is the general timeline for each tax season:

  • Late February: We post the expected K-1 release date for each of your funds to your AngelList dashboard.
  • Late March: We release a K-1 packet that includes either a finalized K-1 or an estimated K-1 for each investment with a filing requirement that year.
  • April through August: If any of your K-1s were released as estimates in March, the finalized versions are released during this window, on each fund's expected delivery date. You'll receive an email notification as each one becomes available.

For more information on Estimated Schedule K-1s, please see:

Will I receive a K-1?

As a reminder, you will only receive Schedules K-1 for investments that have taxable activity (e.g., income, expenses, etc.) that occurred in the prior calendar year or for investments that were initial year investments in the prior calendar year. If there was no taxable activity on an investment in the prior calendar, we will note this in your tax materials as "not issuing". 

Please note that we're not able to provide tax advice and strongly recommend that you consult with your tax advisor. For technical or tax reporting support, please contact taxes@belltowerfunds.com.

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