K-1 and K-3 TAX PACKAGE INFORMATION
Energy Transfer’s 2021 K-1s and K-3s are now available online
For additional information related to a Schedule K-3, please click here.
Download K-1 and K-3 Here
Call
Monday-Friday
8:00 am – 5:00 pm, CST
Tax Package Support
P.O. Box 799060
Dallas, Texas 75379-9060
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 2021)
- 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 for the current and two previous tax years (Please be aware that the K-1 Tax Package Support Center does not have access to older K-1 information)
- 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)
K-1 TAX INFORMATION FAQ
On December 2, 2021, Energy Transfer LP (ET) and Enable Midstream Partners, LP (ENBL) completed their previously announced merger, in which ET acquired ENBL. Effective with the opening of the market of December 3, 2021, ENBL common units discontinued trading on the NYSE as a result of the acquisition.
Former ENBL unitholders that received ET units in 2021 via the ET/ENBL merger will receive an ET Schedule K-1 for the 2021 tax year. For tax basis information related to the ET/ENBL merger, or for form 8937, please click here.
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.
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)
Click here for online access to historical ETP K-1s
On April 28, 2017, Energy Transfer Partners (ETP) and Sunoco Logistics Partners (SXL) closed on their previously announced merger, in which SXL acquired ETP. Upon closing of the merger, SXL changed its name to Energy Transfer Partners, L.P. and applied to list its common units on the NYSE under the ticker symbol “ETP.” Effective with the opening of market on April 28, 2017, ETP ceased to be a publicly traded company and its common units previously listed on the NYSE under the ticker symbol “ETP” have been de-listed. Effective with the opening of market on May 1, 2017, SXL common units began trading on the NYSE under the new symbol “ETP.”
For historical copies of K-1s please contact Investor Relations at 214-981-0795 or email at investorrelations@energytransfer.com
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 2017)
• Schedule K-1 Supplemental Information
• Individualized Income Tax Reporting Package Instructions
• Partner's Instructions for Schedule K-1 (Form 1065)
Please contact the K-1 Tax Package Support Center to assist in the following:
• Obtain copies of missing or lost K-1's for investors
• 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.
On June 30, 2017, Energy Transfer Partners, LP (NYSE: ETP) completed its purchase of the remaining Common Units of PennTex Midstream Partners, LP (“PennTex”). As a result, ETP now owns all of the economic interests in PennTex and the PennTex common units have ceased to be listed or publicly traded on the NASDAQ Global Select Market.
For historical copies of K-1s please contact Investor Relations at 214-981-0795 or email at investorrelations@energytransfer.com
• Schedule K-1 (Form 1065)
• State Schedule
• Ownership Schedule
• Sales Schedule (only if units were sold in 2017)
• Schedule K-1 Supplemental Information
• Individualized Income Tax Reporting Package Instructions
• Partner's Instructions for Schedule K-1 (Form 1065)
Please contact the K-1 Tax Package Support Center to assist in the following:
• Obtain copies of missing or lost K-1's for investors
• 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.
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.