2021 Tax Reporting Information

On September 1, 2021 Compass Diversified Trust elected to be treated as an association taxable as a corporation for U.S. federal income tax purposes. Prior to this election Compass Diversified Trust was taxed as a publicly traded partnership for U.S. federal income tax purposes. Additional information about the election to be taxable as a corporation can be found in our filings with the Securities and Exchange Commission. Compass Diversified Trust will issue a final Schedule K-1 to shareholders who held shares during the period in which it was taxable as a partnership. The final Schedule K-1 may be accessed online on February 21, 2022 by clicking here. Thereafter, shareholders who held shares during the period in which the Trust was taxable as a publicly traded partnership will receive Investor Tax Reporting packages by mail, summarizing the final allocations of the Trust’s reportable tax items for the period ending August 31, 2021.

K-1 packages are generally mailed within a week of their online availability, but please note the 2021 K-1 mailings will likely be delayed until early March due to supply chain issues impacting our print vendor. We encourage investors to access the tax packages online to avoid delays.

Should you have any questions regarding your Investor Tax Reporting package, contact Tax Support at 800-573-9088.

It is the responsibility of each shareholder to investigate the legal and tax consequences of their investment under State and Federal law. Each shareholder should consult with their tax advisor regarding these matters.

For information about tax reporting for the period beginning September 1, 2021, please click here.