Each investor’s Schedule K-1 package is mailed as soon as it is finished. Please refer to the Calendar of Important Dates for information concerning this year’s final target date.
We are not able to send multiple copies of the schedules; however, we will be happy to send your package directly to your accountant. You may arrange for this by utilizing the Change or Addition of Address Form or by calling our Director of Investor Services, Cheryl Pala, at 312.279.5967.
If you have questions about the information contained within your Schedule K-1, we recommend that you consult your tax advisor. If he or she needs additional clarification, our Vice President of Tax Services, Diane Roth, may be contacted at 312.279.5978.