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K-1 Information

K-1 Information

ATTENTION INVESTORS:

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 www.taxpackagesupport.com/ATAX 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 taxpackagesupport.com/ATAX. 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 taxpackagesupport.com/ATAX 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 www.taxpackagesupport.com 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 K1s@ataxfund.com.

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