Most K-1s will be distributed by March 31st. However, due to the need for final financial reconciliations, data from underlying investments, and complex accounting reviews, some K-1s may be delayed. In such cases, we anticipate delivery no later than September 15th.
Filing Considerations
We recommend consulting your tax professional about filing an extension, as K-1s are often received after the standard April 15th tax deadline. Filing an extension ensures you can accurately report your investment income and avoid the need for amended returns.