I started the preliminary work on my taxes in TurboTax. I strongly expect to get a refund for tax year 2022 due to quarterly payments and the heavy harvesting of tax losses. I own shares in a publicly traded partnership and was pleasantly surprised to get a K-1 on 17 February 2023. However there was a complication, in that a K-3 would also be sent, but that will happen by the end of May 2023 (per their investor relations service). My question is do I file fully, by April 18 – then follow-up with an amended return when I get the additional data or do I file for an extension and submit everything buy 16 October 2023?
Based on the 2022 thread - I see the logic in the online product - but need a strategy.
Thanks.
