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What are the tax implications?

We have affirmatively elected for each series of interests to be taxed as a “C” corporation under Subchapter C of the Code, and expect that each series will be treated as a corporation for all federal and state tax purposes. Please consult with your tax advisor about the appropriate tax treatment for your transactions. 

We do not provide 1099s or account statements at this time, but if you need any documentation of your transactions, please reach out to support@otiswealth.com. We plan to issue 1099s for the 2021 tax year.