As an investor in the Redwood Fund (REDWX), you will receive a Form 1099 reporting any income resulting from your investment. You will receive an email notifying you that your Form 1099 is available to download by February 15th.
Form 1099:
To access your Form 1099
- sign in to your account on our website
- click "Settings"
- scroll down and click "Investment Statements and Tax Documents"
- Choose your document from the list.
If you did not meet the criteria for receiving a 1099 this year, then you will not receive an email, and you will not have a tax document generated.
Form 5498:
Since IRA contributions can be made until the tax deadline of a given year, 5498 tax forms are made available in May. We send a copy of form 5498 to the IRS directly, so you generally don’t need it to do your tax return.
You will receive a 5498 form if:
- You made a contribution (including catch-up contributions) to the Redwood IRA between January 1st of the previous year to the tax deadline
OR
- had a rollover within that same timeframe.
To access your form 5498
- sign in to your account on our website
- click "Settings"
- scroll down and click "Investment Statements and Tax Documents"
- Choose your document from the list.
We recommend consulting a trusted tax professional or financial advisor, as we do not provide tax advice.
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