Ask in advance if an ETF will generate a standard 1099 tax form or the more complex K-1.
WSJ: BlackRock Wants Some ETFs to Be Sold Under a Different Label
Instead of getting a simple 1099 dividend form, MLP investors receive a more complex K-1 filing with varying degrees of tax deferral and sometimes even taxable income in multiple states.
FORBES: Magazine Article
Our experience would confirm this. 401(k) record-keeping is exceedingly complex.
FORBES: 401(k)s: Far More Dangerous Than IRAs (March 2, 2001)
However, 401(k) problems are complex and multi-layered.
FORBES: The Shape of Things to Come (December 1, 2001)
The partnership information (Form K-1) which tends to run twenty pages or more is fiendishly complex.
FORBES: Tax Preparer Viewpoint
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