Tax Reporting

2022 Schedule K-3s for CNL Strategic Capital are available as of Sept. 14, 2023. Schedule K-1s were mailed between March 17-20, 2023.

Shareholders* can download a copy of their Schedules K-3 & K-1 by logging in here and selecting “View all Electronic Tax Forms.”

* Shareholders who invested through Ameriprise Financial or LPL Financial should contact their financial professionals to obtain a copy of their Schedule K-3.  

Financial professionals can obtain duplicate forms for their clients here. Click on "CNL Distributed Products," then the account followed by the statement link.

For assistance, please contact CNL Client Services at 866-650-0650 between 8:30 a.m.-5 p.m. ET, Mondays through Fridays.

Schedule K-1: Disregarded Entity Requirement

Due to new regulations, the IRS requires disclosure of beneficial owners who hold their shares in CNL Strategic Capital in an entity that is disregarded for tax purposes. Please refer to the instructions in Form W-9, Line 1e, in the link below to determine if this applies to you.

If you conclude the owner of your shares, which is reflected in Box F of your Schedule K-1, is a disregarded entity, please complete Form W-9 here. Be sure to include your locator ID in Section 7 of the Form W-9, which you can find in the middle of your quarterly statement.

Please print and submit the completed form to:

CNL Client Services
450 South Orange Ave.
Suite 1300
Orlando, FL 32801-3336

For questions or concerns, don’t hesitate to contact CNL Client Services at 866-650-0650, option 3 or between 8:30 a.m.-5 p.m. ET Mondays through Fridays.