menu
Home > Investors > K-1 & Tax Information

K-1 & Tax Information

Oaktree Capital Group, LLC (NYSE:OAK) is a publicly traded partnership. We are generally not subject to federal or state income tax. Instead, each partner is required to report its allocable share of our items of income, gain, loss, deduction or tax credit in the partner's income tax return.

  Frequently Asked Tax Questions

2018 Schedule K-1 Taxable Income Estimate for the Period Ended September 30, 2018

We are pleased to present you with your Schedule K-1 Taxable Income Estimate for the Period Ended September 30, 2018

  September 30, 2018 OAK Estimate - Class A Units

  September 30, 2018 OAK Estimate - Series A Preferred Units

  September 30, 2018 OAK Estimate - Series B Preferred Units

Schedule K-1 for Tax Years 2017 and Prior

You can also obtain a copy of your Schedule K-1 tax information for 2017 and prior years by clicking on the link below, or by contacting Tax Package Support at 866-709-8178.

Click Here to Access Your Prior Year Schedule K-1 Tax Information

Sample Schedule K-1 Forms

  Sample 2017 OAK Schedule K-1 - 10,000 units
  Sample 2017 OAK Schedule K-1 - 1,000 units

  Sample 2016 OAK Schedule K-1 - 10,000 units
  Sample 2016 OAK Schedule K-1 - 1,000 units

  Sample 2015 OAK Schedule K-1 - 10,000 units
  Sample 2015 OAK Schedule K-1 - 1,000 units

  Sample 2014 OAK Schedule K-1 - 10,000 units
  Sample 2014 OAK Schedule K-1 - 1,000 units