In the United States, an MLP generates a yearly K-1 form. Do REITs generate any special year end tax form?

2 Answers 2


REITs pay dividends and send form 1099-DIV (either directly or through the brokers, depending on how you invested). Here's the quote from the Vanguard FAQ:

Shareholders who have held the REIT Index Fund during the year shouldn't file federal or state income tax returns until they receive their Form 1099-DIV for REIT Index Fund.

You can also look at the relevant article from Morningstar.


Terrible answer. The question was about REITs, not index funds. If you hold MLPs individually, you receive a K-1. If you MLPs in a fund, you receive a 1099 - the fund gets the K-1.


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