ljsmith2
Level 4
03-30-2024
02:13 PM
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My trend this year is Publicly Traded Partnerships
Clients are coming in with their broker statements that show PTP distributions.
I advise them that they need to get the K-1. Most of them do not really know what they bought. I think one of the brokers is recommending them somehow on their investments page.
Very small dollar amounts and suspended losses, etc.