OP-UNIT MULTISTATE K-1 PREPARER HANDOFF

Investor / taxpayer: ____________________
Tax year: ____________________
Preparer secure-delivery method: ____________________

For each entity and jurisdiction, record:
- Legal entity name and last four EIN digits
- Tax year, original/corrected version and received date
- Jurisdiction
- Exact source form or statement and page
- Reported amount and source label
- Withholding, estimated payment, composite payment or PTE-tax credit evidence
- Open filing, credit, residency, allocation or missing-document question
- Preparer answer, source and date

FIVE-FOLDER CHECK
[ ] Complete federal K-1 and every attachment
[ ] Every state partner schedule and allocation statement
[ ] Separate withholding, estimated-payment and credit forms
[ ] Ownership, residence and transaction-event dates
[ ] Prior returns, basis schedule, suspended losses and state carryforwards

STATUS KEY
Missing = expected but not received
Pending = requested, no final answer
Received = file obtained, not yet reviewed
Verified = preparer matched source and treatment
Superseded = retained only as history after a corrected document

This educational organizer does not determine where a return is required or calculate tax.