Welcome to LEAF Financial Corporation's Investment Fund tax online information page.  We are dedicated to providing our partners with quick and easy access to tax package information when you need it.

Leaf mailed the 2016 tax package in mid January of 2017. The tax package information is now available to investors online.

Here's what you can do at this site:

  • View your 2016 Schedule K-1 (Form 1065)
  • Download, save, and print your 2016 tax package    
  • View a 2016 K-1 Frequently Asked Questions

Please note: If your investment is held as a qualified account (i.e. IRA, 401k, etc), your K-1 will be mailed directly to your custodian. Please contact Investor Relations if you would like to obtain copies of your Forms K-1.


For non-qualified accounts, if you have more than one account, in the same partnership, associated with one tax identification number/social security number you can now access all your Forms K-1 through this site. If you have any questions please contact investor relations at 1-866-323-0241 or IR@LEAFFinancial.com.

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Contact Information
For General Questions/Technical
Support: 866.323.0241

Available Monday thru Friday from
9:00am to 6:00pm (Eastern Time)


Email your questions to:
IR@LEAFFinancial.com

For questions on how to
complete your Schedule K-1,
please contact your Tax or
Financial Advisor directly.