Schedule K-1 GUIDE for 2026

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CURRENT UPDATES

• We are working on your K-1s for tax year 2025.

• Whenever a new K-1 is available, we will email you a notification that you can access it

• To access your K-1s in the Vicinity platform, visit this link and also check out this brief tutorial.

• K-1s for 2024 are all available in your Vicinity Ventures account.

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FURTHER NOTES

• You will receive one Schedule K-1 for each investment entity through which you invested (e.g. VentureSouth Vicinity 1 LLC) – NOT one for each portfolio company.

• K-1s are delivered electronically through Vicinity Ventures, saved in your Documents section (fifth icon down in the left menu). We will notify you when each K-1 is completed.

• We avoid emailing individual K-1s as a security precaution, unless you request it.

• If you have not submitted an "electronically delivery consent" this year, or in a previous year, please complete the form at this link.

K-1 TOOLS

• You can check the K-1 preparation status for each investment entity via this K-1 tracker.

FAQS

Which K-1s will I receive?

• If you are a sidecar fund investor, you receive one K-1 for each fund in which you’ve invested.

• If you are a member investor, you receive one K-1 for each investment entity (each Series LLC or SPV) through which you invested (not one per portfolio company)

• You will typically receive K-1s from the same entities as you received last year, but check your portfolio page in Vicinity Ventures to see the “investment method” and in your Files to compare with last year - or email any of the team for confirmation.

How can I access my K-1s?

• You can get your K-1s from the Vicinity Ventures platform. Follow the login instructions on that page, then on the left side menu select “Documents”.