Can you tell me what Tax documents you received from Energy Transfer when you sold it?
Unfortunately, they screwed up my k1, so on my doc it shows I still have units.
So the lesson here is making sure your units total match with K1. I never thought about it could be wrong.
Now I have the go through all 4 years of transcations and do all the calculations and ask them to correct it.
Lucky brokers provide all the transactions I did online. I just downloaded it and used python to calculate all balance for me.
> Did you receive any tax documents by January 31st?
no, they generally release it on 3/20
> 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?
yeah, i got k1 online around mid march.
> Do you only need the transaction documents to do the return?
I think you only need k1 if they don't mess up your transactions. But if they do, you will have to get your transactions. Generally you can get it from brokers online.
I used TT home and business
