OP-UNIT LATE OR CORRECTED K-1: PREPARER DECISION LOG

Investor / taxpayer: ____________________
Tax year: ____________________
Partnership legal name: ____________________
Last four EIN digits: ____________________
Preparer secure-delivery method: ____________________

VERSION CONTROL
[ ] Save original K-1 and every attachment without overwriting
[ ] Record received date, source and original filename
[ ] Save correction notice and corrected package separately
[ ] Mark each file ORIGINAL, CORRECTED or SUPERSEDED
[ ] Preserve state schedules, K-3 notices and supporting statements

CHANGE COMPARISON
- Box, code, schedule or statement changed: ____________________
- Original amount or label: ____________________
- Corrected amount or label: ____________________
- Issuer explanation or reference: ____________________
- Related state or basis workpaper affected: ____________________

RETURN STATUS
[ ] Return not filed
[ ] Extension filed, return not filed
[ ] Return filed using original package
[ ] Prior amended or superseding filing already made
[ ] Status needs preparer confirmation

PREPARER DECISION ROW
- Question: ____________________
- Current instructions/source reviewed: ____________________
- Option considered: ____________________
- Decision and responsible professional: ____________________
- Filing/payment date or follow-up date: ____________________
- Confirmation saved at: ____________________

This educational organizer does not select an extension, estimate, amended return, superseding return, Form 8082 filing, payment or other tax action.