Your 2026 fund tax checklist: Key dates and year-end to-dos

Carta’s fund tax experts put every key deadline and year-end action in one checklist, so you and your fund admin stay ahead of tax season instead of chasing it.

Download the checklist to get:

  • Every key date for the 2026 tax year. From the Dec 31 year-end cutoff to the Mar 15 deadline for Form 1065 and Schedule K-1s, plus the California and Delaware state filings.

  • A clear list of what to share with your fund admin. Legal documents, partner information, expense support, and investment support, with best practices for each.

  • Timing guidance. What to send before December 31, and what to share as it happens throughout the year.

  • Reminders that prevent surprises. Expiring W-8 forms, vendor W-9s for 1099s, and foreign investment status checks.

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