K-1 TAX PACKAGE INFORMATION
Electronic ET 2019 K-1’s are now available online, and paper copies of the ET 2019 K-1’s are expected to be mailed the week of March 16, 2020. Please contact the K-1 Tax Package Support Center if you have any issues accessing the K-1s online.
ET K-1 Tax Package Support Center: 800-617-7736 Monday-Friday 8:00 a.m. – 5:00 p.m. (CT).
Information Related to ET/SEMG Merger
On December 5, 2019, Energy Transfer LP (ET) and SemGroup Corporation (SEMG) completed their previously announced merger, in which ET acquired SEMG. Effective with the opening of the market on December 5, 2019, SEMG ceased to be a publicly-traded company and its common stock, previously listed on the NYSE under the ticker symbol “SEMG,” discontinued trading.
Former SEMG unitholders that received ET units in 2019 via the ET/SEMG merger will receive an ET Schedule K-1 for the 2019 tax year. SEMG investors will also get a 1099-DIV if they received any dividends from SEMG prior to ET’s acquisition of SEMG, and/or a 1099-B if they sold any SEMG stock. For tax basis information related to the ET/SEMG merger, or for form 8937, please click here.
Information Related to Electronic Delivery of K-1’s
In an effort to help the environment, Energy Transfer is offering its unitholders the option to sign up for electronic delivery of their ET K-1’s. The paperless K-1 election can be made online at: www.taxpackagesupport.com/et
If you elect electronic delivery of your ET K-1, you will cease to receive a copy in the mail. Instead, an email notification will be sent to you when your ET K-1 is available online.
Your K-1 Tax Package will include the following:
- Schedule K-1 (Form 1065)
- State Schedule
- Ownership Schedule
- Sales Schedule (only if units were sold in 2018)
- Schedule K-1 Supplemental Information
- Individualized Income Tax Reporting Package Instructions
- Partner's Instructions for Schedule K-1 (Form 1065)
Please contact the respective K-1 Tax Package Support Center to assist in the following:
- Obtain copies of missing or lost K-1's
- Correct errors or omissions in your ownership history
- Correct your account information including name, address or type of account. Please contact your broker to update and make the changes as well.
- Accessing K-1's online (if having trouble doing so)
Please note the following important events may impact your tax filings. Click here for detailed information on each transaction:
- Merger of Energy Transfer and SemGroup Corporation on December 5, 2019
- Merger of Energy Transfer Equity and Energy Transfer Partners on October 19, 2018
- Merger with Sunoco Logistics Partners on April 28, 2017
- Acquisition of Regency Energy Partners on April 30, 2015
- Acquisition of Susser Holdings Corp. on August 29, 2014
- Acquisition of Southern Union Company on March 26, 2012
- Acquisition of Sunoco, Inc. on October 5, 2012
- Sunoco, Inc. Spin-Off of SunCoke Energy, Inc. on January 17, 2012
Information Related to ETE/ETP Merger
On October 19, 2018, Energy Transfer Equity (ETE) and Energy Transfer Partners (ETP) closed on their previously announced merger, in which ETE acquired ETP. Upon closing of the merger, ETE changed its name to Energy Transfer LP and applied to list its common units on the NYSE under the ticker symbol “ET.” In addition, ETP changed its name to Energy Transfer Operating, L.P. and its common units ceased trading on the NYSE effective with the opening of market October 19, 2018.
Former ETP unitholders that received ET units in 2018 via the ETE – ETP merger received both an ETP and an ET Schedule K-1 for the 2018 tax year. ETP unitholders that held units in 2018, but sold the units prior to the ETE – ETP merger received only an ETP K-1 for the 2018 tax year. ETE/ET unitholders in 2018 that did not own ETP units in 2018 received only an ET K-1 for the 2018 tax year.
ETP K-1 Tax Package Support Center: 800-792-7904 Monday-Friday 8:00 a.m. – 5:00 p.m. (CT)
Energy Transfer LP (ET) is a publicly traded master limited partnership. Unitholders are limited partners in the Partnership and receive cash distributions. A partnership generally is not subject to federal or state income tax. However, the annual income, gains, losses, deductions, and credits of the Partnership flow through to the Unitholders, who are required to report their allocated share of these amounts on their individual tax returns as though the Unitholder had received these items directly.