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Strategies & Market Trends : Value Investing
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To: Elroy who wrote (72527)3/12/2023 12:33:07 PM
From: Paul Senior1 Recommendation

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Area51

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re K-1.

You don't have to send a copy of your k-1 to your broker (the trustee in tax-deferred accounts). Broker seems to get information automatically -- at least in my experience.

You might want to confirm about pooling. I've read the opposite from you: You do not get to pool UBTI (negatives offset positives) from several mlp's that are in one account. Perhaps I've read wrong or misunderstood though.
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