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
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
