Energy Investing - Preferred K1 question for US residents - Energy Investing - InvestorVillage


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Msg  520942 of 551095  at  9/18/2023 7:08:05 AM  by

mgk1


 In response to msg 520868 by  go2fish
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Re: Preferred K1 question for US residents

Energy preferred CEQP.PR or CEQP- does generate UBTI, when you have over 1000 of UBTI a tax form must be generated by the broker.  TDAmeritrade did this for free for me.

ET preferreds, I understand, don't generate UBTI, so no problems in retirement accounts.
 
I've got both in my IRA.  Not a big deal.
 
Other choices could be CEFs FEN or PFFA which have 1099s.
 


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Msg # Subject Author Recs Date Posted
520948 Re: Preferred K1 question for US residents - vacation_here_i_come 3 9/18/2023 7:56:17 AM




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