Hi everyone,
For those of you who held APU units I am sure you're familiar with the mid-2019 UGI's acquisition of AmeriGas (APU).
https://investors.amerigas.com/financial-reports-and-information/press-releases/press-release-detail...
The "merger transaction" was a complex series of events, APU was an MLP while the shares we got for UGI in exchange for the merger are regular common stock shares. So clearly a full disposition of an MLP took place. Then on top of that there was a one time cash-in-lieu-of to all prior APU unit holders as part of this merger.
So what is your plan to handle the tax events associated with this mess? I am in this boat and knowing all the problems with TurboTax and MLP dispositions I am weary, the brokerage will show one thing and the MLP final sale schedule another, the usual K1 covering the first part of 2019, re-capture, bases, etc? What a mess? What your plan on how to properly record this with the 2020 tax deadline approaching?
