We need more info. How much did you invest? Was this done through, say, a broker? Or, did you invest in a friend's start up? Just sending money without any signed paperwork is not a good idea. Is the company paying you interest, dividends?

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filieuAuthor

It was Invested in a freind's Startup Company. They will pay Dividends.
Is there some Form they need to send me for my Tax return?

Critter

Employee

Well now it depends on the company's structure ... if they are a C-corp you will get a 1099-div only if they paid dividends.

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filieuAuthor

Is there a K2 Form for a C-coro

Critter

Employee

No ... a K-1 comes from an S-corp or a Partnership.

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filieuAuthor

Let me ask the question differently.
Is there a Tax break if you Invest $ in a company ?

Critter

Employee

No ... no more than you buying stock on the open market ... it is just an investment until something happens ... like they pay interest, dividends or you sell it.