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 
 

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