What is a Form 1099-B?

Form 1099-B reports any gains or losses from the sale of units in the Roots Real Estate Fund.

Investors can expect to receive a 1099-B if they liquidated all or part of their investment during the tax year.

These forms are typically issued annually in late January.

To view past tax documents related to your account, simply navigate to your My Account page under the 'Documents' section.