The transaction is viewed as a disposition (sale) of the shares in the year we transact.

EquityZen will provide US sellers with tax documentation regarding the sale of your investment early in the year following the sale when required by the IRS.

For example: A US person that sells securities in 2022 through EquityZen will generally receive a 1099-B in January or February of 2023 for the sale.

*Please note that we cannot provide tax advice. Consult your financial or tax advisor for more specific details and confirmation of your situation.