Tax information and important documents for your Agentiq investments.
What are my tax obligations?
Distributions from Agentiq investments are generally taxable income:
Important Disclaimer:
Agentiq does not provide tax advice. We cannot represent that any investment will result in particular tax consequences. Please consult with a qualified tax professional about your specific situation.
General Information:
Distributions are typically treated as ordinary income
You’re responsible for reporting investment income on your tax return
Tax treatment may vary based on your individual circumstances
What You Should Do:
Keep records of all investments and distributions
Consult with a tax advisor familiar with alternative investments
Review any tax documents we provide each year
Will I receive a 1099?
Yes. If you receive distributions during the tax year, you will receive appropriate tax documentation:
1099-DIV:
Reports dividend distributions from your investments
Sent annually by January 31st for the prior tax year
1099-B (If Secondary Trading/ATS Market Develops Launches, which is not guaranteed):
Reports proceeds from the sale of securities
Shows cost basis and gain/loss information
Threshold:
Tax forms are issued when distributions exceed IRS reporting thresholds
Even if below thresholds, you may still need to report income
Where can I find my tax documents?
In the App:
Go to Account → Documents
Select “Tax Documents”
View or download your 1099 forms
Timing:
Tax documents are available by January 31st each year
You’ll receive an email notification when documents are ready
Historical Documents:
Past years’ tax documents remain available in your account
Download for your records at any time
What is the cost basis for my investments?
Cost Basis Defined:
Your cost basis is the amount you paid for your shares, used to calculate gains or losses when you sell.
How It’s Determined:
Cost basis = Purchase price + fees
This is tracked automatically in your account
When It Matters:
If Secondary Trading/ATS Market Develops Launches, which is not guaranteed
Cost basis determines your taxable gain or loss
Documentation:
Your purchase history shows cost basis for each position
1099-B forms (when issued) will include cost basis information
Can I invest through an IRA?
Coming Soon:
Agentiq is working on enabling IRA investments through self-directed IRA custodians.
Current Status:
Standard individual accounts are currently supported
IRA integration is planned for future development
Contact support to express interest in IRA investing
When Available:
You’ll be able to invest through self-directed IRAs
Tax-advantaged growth potential
Must use a compatible IRA custodian
What documents are available in my account?
You can access various documents through your Agentiq account:
Investment Documents:
Offering Circulars for each athlete you’ve invested in
Subscription agreements (signed)
Trade confirmations
Account Documents:
Account statements (monthly)
Transaction history
Distribution records
Tax Documents:
1099-DIV forms
1099-B forms (when applicable)
Annual tax summaries
Legal Documents:
Terms of Service
Privacy Policy
Risk Disclosures
How to Access:
Go to Account → Documents
Select the document type
View online or download PDF
How do taxes work if units are sold or offering concludes?
If an athlete investment concludes (such as end of offering term):
Final Distribution:
You’ll receive any remaining distributions owed
Reported on 1099-DIV for that tax year
Return of Capital:
Any return of principal may have different tax treatment
Consult your tax advisor for specifics
Record Keeping:
Maintain records of your original investment
Keep all tax documents for your records
Questions?
For tax questions, please consult a qualified tax professional.
For account or document questions, contact our support team at [email protected]