K-1 Information

K-1 Information


K-1 tax forms will be available to all investors in early March 2020, at which time you can visit our “new and improved” Schedule K-1 website at and click on the “Sign Up” link to create your new account. Follow the prompts to set up your account and access your current ATAX K-1 information. If your 2018 K-1 does not appear click the “Add” icon and follow the instructions. If you have questions with this process, please contact one of our Tax Package Support Representatives at 833-608-3512 from Monday – Friday between 8am and 5pm Central Standard Time.

Note: Effective December 17, 2019, all investor K-1 information is available on the Tax Package Support website at The “K-1 Delivery Portal” previously used for downloading K-1 information is no longer available.

If you have not previously registered with Tax Package Support you may do so at any time at by clicking on the “Sign Up” link. Once registered, you will be able to access your K-1 Tax Package after completing a verification process. When accessing your K-1, please be sure to have your latest K-1 Tax Package and/or brokerage statement available. If you need assistance, Tax Package Support representatives are available to assist you by calling 833-608-3512. Representatives are available Monday through Friday from 8am-5pm Central Time.

Please check this site or to find out when tax year 2019 Schedule K-1 information will be available.

For information regarding K-1 forms or fund performance, please contact our Investor Services department at 855-4ATAXK1 (855-428-2951). You may also email any inquiries to

To obtain copies of Schedule K-1 forms prior to tax year 2018, please contact the Investor Services department at 855-428-2951.

Download 2018 K-1 Partner Instructions