As a first-time investor with Streitwise, please be aware that the default setting automatically withholds taxes from any dividend payments whether you elect for cash payouts or dividend reinvestment. To avoid automatic tax withholdings, you must certify your tax status.
For individual accounts
Login to your investor center account page and proceed to the Tax Certification buttons. You will then be asked to complete a Tax Form.
IRA & Entity Account Holders
Please email Securitize Investor Support that you want to certify your taxes. Securitize will walk you through certifying your taxes.
Foreign account holders outside of the USA
Please see this page for more info on tax considerations.
All 1099-DIV forms will be available on the investor center by January 31st following each taxable year.