Something is deeply messed here. SXL doesn't appear on your brokerage statement and yet you got a K-1 after all these years? I would be working pretty hard to figure out what is going on or you have lots of amended tax returns to file. Ick...
From its web site: additional information about Sunoco Logistics, or have other questions, please use the following contacts:
Investor Contact:
Investor Relations
Sunoco Logistics Partners L.P.
1818 Market Street
Suite 1500
Philadelphia PA 19103
215-977-6350
866-248-4344 (Toll Free)
IR@sunocologistics.com
Transfer Agent Contact:
American Stock Transfer & Trust Company
59 Maiden Lane
New York NY 10038
800-937-5449 (Toll Free)
http://amstock.com
K-1 Tax Information Contact:
PriceWaterhouse Coopers LLP
888-767-5843 (Toll Free)
I was formally a private equity trader . I got out of the business in 2002. In 2005 I lost my wife to breast cancer she was 45 . I was left with three young children. I decided to go back to school and received my degree in Physical Education and became a teacher in a New York City High School.
This past week I opened my mail from Sunoco Logistics Partnership (SXL). It was a K-1 tax form showing I made $6,200 and another $1,900 in dividends this year.
I find this very confusing because I have not received any monthly statements and have not received any since i bought 3,300 shares of the IPO in the year 2002.
I called Sunoco and asked them to send me all of my K-1 forms since 2002 to which they agreed. I am awaiting their arrival.
I am hoping someone can help or advise me with this problem.
I made this trade with Smith Barney at the time of the IPO. That company is now called CITI Global Fincancial. My dilemma is how I go about finding out if I am legitimate share holder in the company or is this all just one big mistake? Maybe there is a transfer agent who can track down the stock certificate for me?
Any suggestion or direction or help in this matter would be greatly appreciated.
Sincerely,
Harry