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List of publicly traded securities that issue a K1?

PostPosted: 20-Mar-2024 7:44pm
by KoiCPA
Does anyone know if there is a comprehensive list that can help me easily find out if a taxpayer should be getting K1 forms from their investments?

I know about the Tax Package Support website, and use it regularly, but I don't think everything is listed there, is it?

I have a client who is notoriously bad about getting K1 forms to me. He likes to trade and doesn't pay attention to the type of entity he's buying. So it largely falls to me to see what he's owned and search out the K1 forms. His composite 1099 was 1600 pages one year, so checking every owned/traded item manually is quite a chore, and his Wage&Income transcripts don't provide a complete list of all tax forms because they're too long.

Any other tips for finding out which investments issue K1 forms?

Re: List of publicly traded securities that issue a K1?

PostPosted: 21-Mar-2024 8:52am
by lckent
An IRS business account will list K-1s on file for you, but it is too far behind to be of much use.

Re: List of publicly traded securities that issue a K1?

PostPosted: 21-Mar-2024 10:38am
by CaptCook
Does he trade individually or does he have an advisor?
If he has an advisor, I would insist on that professional providing the list.

Re: List of publicly traded securities that issue a K1?

PostPosted: 21-Mar-2024 6:08pm
by KoiCPA
He directs most of his trading himself, but it's worth exploring whether the brokerage can provide assistance there.

Maybe I'll also direct this question to the some of the financial advisors I refer business to.

Re: List of publicly traded securities that issue a K1?

PostPosted: 22-Mar-2024 10:27am
by KoiCPA
After a little more searching, I've found what looks like the most comprehensive and most up to date list available: https://www.cmbi.com.hk/article/7501.html

Of course it disclaims that it is not a comprehensive list, etc. Still, with an update at 02/07/2024, and both names and ticker symbols, it's a big step forward. It has probably twice the number of entities that the Tax Package Support site has.

Re: List of publicly traded securities that issue a K1?

PostPosted: 8-May-2024 3:52am
by wwwcpa1biz

Re: List of publicly traded securities that issue a K1?

PostPosted: 8-May-2024 5:00pm
by msawyer
wwwcpa1biz wrote:This may be useful: https://www.taxpackagesupport.com/

Per the first post in this thread: "I know about the Tax Package Support website, and use it regularly, but I don't think everything is listed there, is it?"

Re: List of publicly traded securities that issue a K1?

PostPosted: 24-Jun-2024 5:24am
by wwwcpa1biz
Sorry just saw this. I don't know. A team member gave me the site recently. Good luck.

Re: List of publicly traded securities that issue a K1?

PostPosted: 24-Jun-2024 11:56am
by KoiCPA
No problem! I always appreciate people who try to help others here. I still haven't found a better resource than that final link, and hopefully they'll continue to update it periodically.