Individual Investor Resources

WNC Account Maintenance Forms

Rep/Broker Change of Address Request Form

Transfer on Death Registration Request and Agreement

For general questions regarding your investment, please e-mail us at [email protected]. For K-1 specific questions please e-mail us at [email protected]. Or reach us directly at (714) 662-5565 ext. 600 from 8am to 5pm Pacific time, Monday through Friday.

K-1 Forms Status and Resources

Once K-1s are available, they are sent to a printing company for fulfillment and mailing. You can expect to receive your K-1s in the mail approximately 10 days from the date sent to the printer. The following outlines the date the materials have been sent to the printer. For questions, please contact the Investor Services department at (714) 662-5565, ext. 600.

In the following list, substitute “Natfund” for “WNC Housing Tax Credit Fund.” For example, “WNC Housing Tax Credit Fund II” would be “Natfund 2.” Also substitute “Calfund” for “WNC California Housing Tax Credits.” For example, “WNC California Housing Tax Credits II” would be called “Calfund 2.”

The following list will be updated as K-1s are completed.

This K-1 Status chart was last updated on 03/21/22.

Partnership

Date Sent to Printer and Copies Available for Reprint

WNC Tx Crdts 37

03/19/22

Partnership

Date Sent to Printer and Copies Available for Reprint

WNC Tx Crdts 38

03/19/22

The following guides provide basic instructions on how to use the information provided in your K-1:

WNC Disposition K-1 Guide