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@nexchap @Mike9241 I just realized one more issue and would appreciate your input: I hold the PTP units (in this case MMP) between (Jan 2022 - May 2023), during the period I received quarterly distributions of  $2401 in total, which matches the 2022 K-1 (box 19A: $1560) and 2023 K-1 (box 19A $840). However in the final K-1 sale schedule, I was told to report $3804 of recaptured ord. income. There is quite a gap between these numbers ($2400 received vs $3804 to report as ord. income). I know K-1 numbers are not always following the actual distributions, but is it normal/reasonable to have a such big discrepancy? (BTW, cost base adjustment in the sales schedule if $3380, in case it's relevant)