When the Option Appears
Once your business is funded, your post-funding dashboard activates. The fee reimbursement election appears in the Action Required section (Zone 2) of that dashboard. You can elect your preferred method at any time after funding is confirmed.Reimbursement Options
- Cash Reimbursement
The C-Corporation pays you $5,000 in cash to reimburse the setup fee.How it works:
- Board resolution authorizes the reimbursement
- Payment is made from corporate funds to you
- May be treated as a business expense if it qualifies under applicable tax rules
- Tax treatment should be confirmed with your CPA or tax advisor
Required Documentation
Regardless of method, you need:| Document | Purpose |
|---|---|
| Board Resolution | Corporate authorization for the reimbursement |
| Receipt/Invoice | Documentation of the fees being reimbursed |
| Meeting Minutes | Record that the board discussed and approved the reimbursement |
Tax Treatment
Setup-fee reimbursement may be treated as a C-Corporation business expense if it qualifies under applicable tax rules, including IRC 162. Talcott Forge does not provide tax advice or prepare tax returns. Confirm the treatment with your CPA or tax advisor before relying on a deduction.When to Elect
Fee reimbursement is available after your ROBS funding is complete. The election option appears in the Action Required section of your post-funding dashboard.After Funding
Learn about all post-funding steps and obligations.

