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.
  


2024

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

Tax Form 8937
SURI - Simplify Propel Opportunities ETF


2023

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

Tax Form 8937
SURI - Simplify Propel Opportunities ETF

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