When will I receive my 2020 tax documents?
Tax documentation is provided through the Diversyfund dashboard. 2020 tax documents for our Growth REIT investors will be posted by January 31st, 2021. Only investors who received $10+ USD in dividends in 2020 will receive a 1099-DIV.
Any dividends earned in 2020 have been filed to the IRS as Non-dividend Distributions, indicated in Box 3. This means they are not taxable in the current year but will be deferred until you sell your shares at the end of the term and receive all of your capital gains.
To access and download your tax documents simply click on the hamburger icon located on the vertical sidebar on the left side of your screen and then click on Documents. You’ll see your tax documentation under the Tax Documents section. Click on the document link to download.