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K-1s, Tax Season and State Filings

When K-1s arrive, extensions, and what to give your CPA.

5 min readYou have decided to invest

Partnership K-1s often arrive in March or later; many LPs plan for an extension. Give your CPA the K-1, any state K-1s, and your capital account statement. Track your basis over time. This is general information, not tax advice.

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More on this stage: Deep Dive: Votes, Consents and Amendments · Deep Dive: Estate Planning for LP Interests

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