> For the complete documentation index, see [llms.txt](https://docs.allocations.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.allocations.com/why-allocations/investor-taxes.md).

# Investor Taxes

Taxes in Portfolio lists the K-1s issued to you for each entity and tax year. You can view or download each K-1, see whether the entity has filed an extension, and read a FAQ on partnership tax returns.

![](https://content.gitbook.com/content/9IirLidzibYpEfSBave3/blobs/n2X5eFKGgQegxwYbNwAK/Unknown%20image)

1. **Search** Finds a K-1 by typing the entity or deal name.
2. **Tax year selector** Sets the tax year the table shows K-1s for.
3. **Download K-1s** Downloads every available K-1 in one file.
4. **Column headers** Sort the table by any of its four columns when selected.
5. **Investor** Names the investor the K-1 is issued to.
6. **Download and View** Let you download the K-1 or open it in the browser.
7. **FAQs** Open three sections of questions and answers on Form 1065 returns and K-1s.
8. **Disclaimer** Notes that the FAQ is general information and that your own position depends on the entity and your tax situation.

### What you receive and what the fund manager files

The fund manager files one return (Form 1065) for each entity, and each return produces a K-1 for every investor in that entity.

> **Search by entity to find a K-1.** The K-1 comes from the entity that holds the asset, and Investments shows which entity each deal sits on.

### The year selector

The tax year also appears on each K-1, so check the document when you file.

### Extension Filed

Extension Filed shows whether the entity has filed an extension. Initial returns are due in March, and extended returns in September.

> After the March deadline, check the Extension Filed column before asking the fund manager about a K-1.

### The FAQ

The FAQ has three sections: General, Filing, and Information on K-1. Read them before your first K-1 arrives.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://docs.allocations.com/why-allocations/investor-taxes.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.