---
title: How are the investments taxed? What tax forms are produced?
description: "Percent: Tax Implications"
---

[Skip to content](https://kb.percent.com/migration/how-are-the-investments-taxed-what-tax-forms-are-produced#main-content)

English

Show submenu for translations

![Percent Logo Files-Jan2022\_Percent Logo-Wht-Color.png\]](https://kb.percent.com/hs-fs/hubfs/Percent%20Logo%20Files-Jan2022_Percent%20Logo-Wht-Color.png?height=27&name=Percent%20Logo%20Files-Jan2022_Percent%20Logo-Wht-Color.png)

- [Sample About Page](https://withcadence-5184370.hs-sites.com/sample-about)
- [Sample Contact Page](https://withcadence-5184370.hs-sites.com/sample-contact)
- [Default HubSpot Blog](https://withcadence-5184370.hs-sites.com/blog)

Open main navigation

Close main navigation

- [Sample About Page](https://withcadence-5184370.hs-sites.com/sample-about)
- [Sample Contact Page](https://withcadence-5184370.hs-sites.com/sample-contact)
- [Default HubSpot Blog](https://withcadence-5184370.hs-sites.com/blog)
- English
  
  Show submenu for translations
- [Go to percent.com](https://percent.com/)

[Go to percent.com](https://percent.com/)

 Hello. How can we help you?

- There are no suggestions because the search field is empty.

1. [Help Center](https://kb.percent.com/migration?hsLang=en)
2. [Onboarding](https://kb.percent.com/migration/onboarding?hsLang=en)

# How are the investments taxed? What tax forms are produced?

## Percent: Tax Implications

Most investment opportunities on the platform, except for Limited Partnerships, are taxed as ordinary income. Returns for most offerings are usually calculated using simple interest unless otherwise specified in the offering details.

Investors receive a consolidated 1099-INT form, which reports gross returns. Additionally, you’ll receive a separate statement breaking down any applicable fees, which can help you and your tax professional determine the best tax strategy. For investors participating in Limited Partnerships, you may instead receive a K-1 statement per Limited Partnership.

- [Banking](https://kb.percent.com/migration/banking?hsLang=en)
- [Onboarding](https://kb.percent.com/migration/onboarding?hsLang=en)
- [Deals and Opportunities](https://kb.percent.com/migration/deals-and-opportunities?hsLang=en)
- [Underwriting & Due Dilligence](https://kb.percent.com/migration/underwriting-due-dilligence?hsLang=en)
- [Features and Functionality](https://kb.percent.com/migration/features-and-functionality?hsLang=en)
- [Investing](https://kb.percent.com/migration/investing?hsLang=en)
- [Account](https://kb.percent.com/migration/account?hsLang=en#main-content)

    - [IRA](https://kb.percent.com/migration/account?hsLang=en#ira)

- [Sample About Page](https://withcadence-5184370.hs-sites.com/sample-about)
- [Sample Contact Page](https://withcadence-5184370.hs-sites.com/sample-contact)
- [Default HubSpot Blog](https://withcadence-5184370.hs-sites.com/blog)

[![Percent](https://kb.percent.com/hs-fs/hubfs/Percent%20Logo%20Files-Jan2022_Percent%20Logo-Blk-Color-1.png?width=800&height=146&name=Percent%20Logo%20Files-Jan2022_Percent%20Logo-Blk-Color-1.png "Percent")](http://percent.com)

Percent Help Center

Copyright © 2026, Percent Securities, LLC