Tax Reporting Information Prior to September 1, 2021

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 issued Schedule K-1s to shareholders who held shares during the period in which it was taxable as a partnership.

Should you have any questions, 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 2022 year end, please click here and for the 2023 year end, please click here.