We have been notified that several large brokerage firms, including TD Ameritrade and Wells Fargo have initiated the transfer of partnership units to American Stock Transfer so that we have an accurate list of partners and can prepare the partnership tax return. We would like to thank the partners that called to make this happen. However, we will only receive current ending balances. If you have purchased or sold partnership units, please let us know the amount of units and dates of the transactions so we can accurately prepare your K-1.
We were informed that there will be further delays in finalizing the K-1’s due to disruption caused by the virus. We anticipate availability in mid-April and we will post here when available.
Contact firstname.lastname@example.org with questions.