It looks like you’ll still receive K-1 and K-3 tax documents for Energy Transfer LP in 2025, even though you sold your units. These documents are expected to be available online and mailed out between March 18, 2025, and March 25, 2025.
Regarding Form 8990, while partners in a partnership are generally required to file it, there are exemptions based on factors like gross receipts and business interest expense limitations. If your accountant didn’t complete Form 8990 but did file Schedule D, E, and Form 8582, it’s possible that your situation met one of the exemptions. Given the small amounts involved, it may not significantly impact your tax return.
As for TurboTax Home & Business, it’s designed for self-employed individuals and those with business income, including Schedule C filers. If you’re mainly dealing with investment-related tax documents like K-1s, TurboTax Premier might be a better fit.
If you’re worried about not knowing the answers to some interview questions, TurboTax does provide step-by-step guidance and will lead you through your return from start to finish.
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