It's that time of the year again, tax season. The below offers guidance on when and where you can find your 2024 tax documents for the various Upright investment products:
Borrower Dependent Notes (BDNs): If you made an investment into an individual loan and received interest income in 2024 you will receive a 1099-INT from FTF Lending, LLC. A secure link to this document was emailed to you from Track1099.com on or around January 30th, 2025.
Pre-Funding Note Fund (PFNF): If you made an investment into a PFNF Series Note and received interest income in 2024 you will receive a 1099-INT from Pre-Funding Note Fund, LLC. A secure link to this document was emailed to you from Track1099.com on or around January 30th, 2025.
Residential Bridge Note Fund (RBNF): If you made an investment into a RBNF Series Note and received interest income in 2024 you will receive a 1099-INT from Residential Bridge Note Fund, LLC. A secure link to this document was emailed to you from Track1099.com on or around January 30th, 2025.
Please note that if you made investments into more than one of the above products, you will receive a corresponding number of 1099-INTs (i.e. if you invested in BDN and PFNF you will receive two 1099s, one for each entity)
If you did not receive an email from Track1099 or can't find it in your email, please email [email protected] and a member of our investor relations team will re-initiate the email with the secure link for you.
Horizon Residential Income Fund (Horizon): Horizon Member K-1s are now available via your investor dashboard. The K-1 document can be found in the statements tab and is labeled with a Distribution Period from January 1, 2024 to December 31, 2024. For more information on interpreting your K-1, please refer to this help article.