After talking with tax support at Energy Transfer she told me the reason I received two K1s was because we transferred the shares from an Ameritrade joint account to a Schwab trust account. This gererated the two K1s since they were different types of accounts. I asked if I had to report a sale of my 200 shares from Ameritrade since it is marked "Final K1" but she said no because it was considered a transfer not a sale. (Ameritrade did not list it as a sale on my 1099B). But when putting the final K1 info into TT won't they consider it a sale since it is marked FINAL????
If anyone could help answer this I would deeply appreciate it. Thank you!
