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.
- To access your Form 1099, log in to your account and click "Settings", then scroll down and click "Investment Statements and Tax Documents" and you will be able to access your Form 1099.
If you have a Redwood IRA, 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.
5498 tax forms are made available in May, since contributions can be made until the tax deadline of a given year. Since we send a copy of the 5498 form to the IRS, you generally don’t need it to do your tax return. That said, once you receive it, you’ll want to keep it for your records.
You can access your 5498 form by logging in on the web and clicking “Settings”. From this page, select “Investment Statements and Tax Documents,” and you will be able to see any available tax forms.
We recommend consulting a trusted tax professional or financial advisor, as we do not provide tax advice.
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