Question

Energy Transfer K-1

Forum|Forum|2 years ago
February 20, 2024
2 replies
0 views

I would like to know if you are a just a stock holder in Energy Transfer (ET) are you required to file the K-1 you receive. I am not clear if I am just considered a individual stock holder or a partner in the firm. Thanks for any advice.

Not A Product Question

J

JulieS

Yes, if you get a Schedule K-1 for your investment, you are expected to include it on the tax return that you file.

In most cases, investors who buy into this type of partnership are considered limited partners.

If you check your K-1, Part II, line G, your ownership type will be shown there.

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"

M

Mike9241

ET is a publicly traded partnership that is required to issue a K-1 to its partners. under the tax laws shareholders are limited partners. k-1 is tentatively scheduled to be issued 3/18.

you can download it from here once ready.

https://www.taxpackagesupport.com/

look for the link to Energy Transfer LP

It's even possible to download a special file for Turbotax import. This is not the same as a pdf of the k-1. if you import you must check the import for accuracy.