Anticipated K1 Mail Date: March 15. For information regarding K1 forms or fund performance, please contact our investor services department at 855-4ATAXK1 (855-428-2951). You may also email any inquiries to

Please Note:  In order to download 2016 K1 tax forms, user names and passwords created during the 2015 tax season will be needed to gain access to your K1.  If you have not registered you may do so using the PIN number printed on your 2015 K1. 

Register and Download your 2016 Schedule K-1

Download 2016 K-1 Partner Instructions

If you are having trouble registering or using your username and password, please email

For your convenience, below are some troubleshooting tips/best practices on the new registration process:

  1. Please make sure you select the CHECK BOX.
  2. Please make sure that all Partner IDs are the EIN/SSN from the investor’s K-1. This should not include hyphenation.
  3. The PIN number is case sensitive and should not contain any extra spaces or characters.
  4. After any failed attempts to register, please close out of the internet session before re-submitting your information.

To obtain past copies of Schedule K-1 forms, please contact the General Partner at 855-428-2951.   If you are a registered holder and need account information, please contact our transfer agent at 888-991-9902.

Download your 2016 K-1 Instructions