Hi SamLin,
Earlier you mentioned you sold your Publicly Traded Partnership, Energy Transfer, and you wrote:
Anyway, there are more complication when you close it. Now TT is asking about total sell price / partnetship basis etc. If I have a chance to do this all over, I will just buy ETF version of this.
For you, you should try to keep all the transaction documents for ET, you will need it to prove all your unit are sold etc
Can you tell me what Tax documents you received from Energy Transfer when you sold it?
Did you receive any tax documents by January 31st?
Did you receive any documents that were not available until Mid March like the K-1 or not available until June 30th like the K-3?
Do you need TT Premier to do the sale of Energy Transfer?
I want to know from now what I need to do next year when I prepare taxes.
Do you only need the transaction documents to do the return?
Maybe I can take a swing at it using this years TT Premiere 2024.
