Glossary

K-1

A Schedule K-1 is a tax form used to report certain items allocated to a partner or other recipient. Tax treatment depends on individual facts and professional advice.

Why it matters to a capital raiser

I tell investors what reporting the entity expects to provide and when, with tax questions referred to advisers.

A term can mean something different in a particular deal, so read it with the governing documents. General education only. Not legal, tax or investment advice.