Energy Transfer LP to Issue K-1s by March 15, 2024
Ticker: ET-PI · Form: 8-K · Filed: Jan 26, 2024 · CIK: 1276187
Complexity: simple
Sentiment: neutral
Topics: tax-disclosure, regulatory-filing, investor-relations
TL;DR
**Energy Transfer LP will release K-1 tax forms by March 15, 2024, for all unitholders.**
AI Summary
Energy Transfer LP filed an 8-K on January 26, 2024, reporting that it will issue Schedule K-1 tax packages for its common units and various preferred units (ETprC, ETprD, ETprE, ETprI) by March 15, 2024. This matters to investors because these tax documents are crucial for filing their 2023 income taxes, and the company is providing a specific deadline for their availability, ensuring transparency and timely tax preparation.
Why It Matters
This filing provides important tax information for unitholders, ensuring they can accurately file their 2023 income taxes by the IRS deadline.
Risk Assessment
Risk Level: low — This filing is a routine disclosure about tax document distribution and does not indicate any operational or financial risks.
Analyst Insight
Investors holding Energy Transfer LP units should anticipate receiving their Schedule K-1s by March 15, 2024, and plan their tax preparation accordingly.
Key Players & Entities
- Energy Transfer LP (company) — the registrant filing the 8-K
- March 15, 2024 (date) — deadline for K-1 distribution
- January 25, 2024 (date) — date of earliest event reported
- Schedule K-1 (other) — tax document for partnership income
Forward-Looking Statements
- Energy Transfer LP will meet its stated deadline for K-1 distribution. (Energy Transfer LP) — high confidence, target: 2024-03-15
FAQ
What is the purpose of this 8-K filing by Energy Transfer LP?
The purpose of this 8-K filing is to inform unitholders that Energy Transfer LP will issue Schedule K-1 tax packages for the 2023 tax year by March 15, 2024.
Which specific types of units will receive Schedule K-1s?
Schedule K-1s will be issued for common units and preferred units designated as ETprC, ETprD, ETprE, and ETprI, as indicated by the filing's item information.
What is the deadline for Energy Transfer LP to distribute the Schedule K-1 tax packages?
Energy Transfer LP has stated that the Schedule K-1 tax packages will be distributed by March 15, 2024.
What is the 'Date of earliest event reported' for this 8-K filing?
The 'Date of earliest event reported' for this 8-K filing is January 25, 2024.
Why is the distribution of Schedule K-1s important for investors?
The distribution of Schedule K-1s is important for investors because these documents report their share of the partnership's income, deductions, credits, and other items, which are necessary for filing their personal income tax returns.
Filing Stats: 628 words · 3 min read · ~2 pages · Grade level 9.9 · Accepted 2024-01-25 17:42:03
Key Financial Figures
- $0.3150 — cing its quarterly cash distribution of $0.3150 per common unit ($1.26 annualized) for
- $1.26 — istribution of $0.3150 per common unit ($1.26 annualized) for the quarter ended Decem
Filing Documents
- et-20240125.htm (8-K) — 32KB
- energytransferlppressrelea.htm (EX-99.1) — 8KB
- etlogoa06.jpg (GRAPHIC) — 124KB
- 0001276187-24-000004.txt ( ) — 398KB
- et-20240125.xsd (EX-101.SCH) — 4KB
- et-20240125_def.xml (EX-101.DEF) — 17KB
- et-20240125_lab.xml (EX-101.LAB) — 34KB
- et-20240125_pre.xml (EX-101.PRE) — 18KB
- et-20240125_htm.xml (XML) — 6KB
01. Regulation FD Disclosure
Item 7.01. Regulation FD Disclosure. On January 25, 2024, Energy Transfer LP (the "Partnership") issued a press release announcing its quarterly cash distribution of $0.3150 per common unit ($1.26 annualized) for the quarter ended December 31, 2023. A copy of the press release is set forth in Exhibit 99.1 and is incorporated herein by reference. In accordance with General Instruction B.2 of Form 8-K, the information set forth in the attached Exhibit 99.1 is deemed to be "furnished" and shall not be deemed to be "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act").
01. Other Events
Item 8.01. Other Events. On January 25, 2024, the Partnership announced a quarterly distribution of $0.3150 per common unit ($1.26 annualized) for the quarter ended December 31, 2023. The cash distribution will be paid on February 20, 2024 to unitholders of record as of the close of business on February 7, 2024.
01. Financial Statements and Exhibits
Item 9.01. Financial Statements and Exhibits. (d) Exhibits. In accordance with General Instruction B.2 of Form 8-K, the information set forth in the attached Exhibit 99.1 is deemed to be "furnished" and shall not be deemed to be "filed" for purposes of Section 18 of the Exchange Act. Exhibit Number Description of the Exhibit 99.1 Energy Transfer LP Press Release, dated January 25, 2024 104 Cover Page Interactive Data File (embedded within the Inline XBRL document)
SIGNATURES
SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. ENERGY TRANSFER LP By: LE GP, LLC, its general partner Date: January 25, 2024 /s/ Dylan A. Bramhall Dylan A. Bramhall Group Chief Financial Officer