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Msg  29425 of 70060  at  3/25/2013 9:48:06 AM  by

chamois16

The following message was updated on 3/25/2013 9:49:37 AM.

 In response to msg 29423 by  chamois16
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Re: EPD K-1 now available on line - www.taxpackagesupport.com

   Schwab acknowledges there is a problem at their end, but the rep on the phone denied that Schwab was reinvesting distributed cash rather than participating in EPD's dis count reinvestment program.  TPS explained what must be done to solve the problem, and the Schwab rep assumed responsibility for getting the matter corrected....but possibly only for me.
 
Tax Package support seemed interested only in getting the year-end unit total corrected on my K1.
Second call from Schwab opines that Schwab has set up a special reinvestment program which uses cash from EPD to buy shares at a 5% discount, rather than drip through EPD.  There is obviously disagreement on this point, which is now acknowledged.
 
I tried to emphasize that this problem applies to more Schwab clients than just me.
 


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Msg # Subject Author Recs Date Posted
29435 Re: EPD K-1 now available on line - www.taxpackagesupport.com chamois16 3 3/25/2013 1:27:24 PM


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