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Frequently Asked Questions
What tax documents will I receive?
Published on:
December 16, 2025
What tax documents will I receive?
If you earn distributions from your Wahed Real Estate investments, you will receive a Form 1099 each year.
For individual property investments, the Form 1099 reflects your share of income generated by the relevant Series LLC. For the Real Estate Fund, the Form 1099 reflects income and distributions received from the Fund.
The exact classification of income reported on your Form 1099 depends on the nature of the distributions. Tax treatment may vary depending on your personal circumstances, so we recommend consulting a qualified tax adviser.
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Disclaimers:
Remember, while real estate can be a valuable addition to your investment portfolio, it's important to consider your personal financial situation and goals before making any investment decisions.
“Halal” denotes “permissible” under Islamic law.