Tax Resource Center

The following reports list all Simplify funds with distributions and capital gains for each distribution date of the respective calendar year. Investors should not rely on these reports for tax advice or reporting and should consult qualified tax professionals for your specific tax situation.               
  

2025

2025 ICI Primary Report          
2025 ICI Secondary Report          
2025 ICI Non-Resident Alien (NRA) Report  

Tax Form 8937               
AGGH - Simplify Aggregate Bond ETF          
BUCK - Simplify Treasury Option Income ETF          
CRDT - Simplify Opportunistic Income ETF          
FOXY - Simplify Currency Strategy ETF          
HIGH - Simplify Enhanced Income ETF          
MTBA - Simplify MBS ETF        
SURI - Simplify Propel Opportunities ETF        
SVOL - Simplify Volatility Premium ETF    

2024

2024 ICI Primary Report          
2024 ICI Secondary Report          
2024 ICI Non-Resident Alien (NRA) Report

Tax Form 8937               
AGGH - Simplify Aggregate Bond ETF          
BUCK - Simplify Treasury Option Income ETF          
EQLS - Simplify Market Neutral Equity Long/Short ETF          
HIGH - Simplify Enhanced Income ETF          
MTBA - Simplify MBS ETF          
SPBC - Simplify US Equity PLUS Bitcoin Strategy ETF          
SPD - Simplify US Equity PLUS Downside Convexity ETF            
SURI - Simplify Propel Opportunities ETF          
 

2023

2023 ICI Primary Report          
2023 ICI Secondary Report          
2023 ICI Non-Resident Alien (NRA) Report

Tax Form 8937               
AGGH - Simplify Aggregate Bond ETF          
CDX - Simplify High Yield ETF          
SPBC - Simplify US Equity PLUS Bitcoin Strategy ETF           
SURI - Simplify Propel Opportunities ETF