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General Tax

  • What is a Disregarded Entity?
  • Why do I get an “Invalid form selection” error when submitting my tax information?
  • My tax information is not visible on my investor dashboard after submitting it. Why can’t I see it?
  • Does AngelList prepare the tax return for the carry recipient?
  • Will my lead entity receive a K-1 every year?
  • Can I grant a user access to update tax information?
  • I have previously provided tax information as an LP, but AngelList shows my lead entity as missing tax information. How do I fix this?
  • How does AngelList use the requested tax information?
  • How can I tell if a lead entity is missing tax information?
  • How do I know if my investments made through AngelList qualify for QSBS treatment?
  • Where do I find tax documents for my investments?
  • I don't understand something in my tax return package. What should I do?
  • What are the tax consequences of investing in a syndicate?
  • What is QSBS or Section 1202? What is Section 1045?
  • Do the benefits of Section 1202 (“QSBS”) and Section 1045 apply when investing through a partnership?
  • What happens if I do not submit a Form W-8 or W-9?
  • How often do I have to renew my W-8 or W-9?
  • How do I fill out the Form W-9 or W-8 Series?
  • What are Forms W-8 and/or W-9? Why do you need them from me?

This help page and the information contained herein is provided for informational and discussion purposes only and is not intended to be a recommendation for any investment or other advice of any kind, and shall not constitute or imply any offer to purchase, sell or hold any security or to enter into or engage in any type of transaction.

Investing in venture capital funds is inherently risky and illiquid. It involves a high degree of risk and is suitable only for sophisticated and qualified investors.

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