The Carlyle Group L.P. completed its conversion from a publicly traded partnership to a corporation named The Carlyle Group Inc. (referred to as “CG” before and after the conversion) on January 1, 2020. In addition, on October 7, 2019, CG redeemed all outstanding 5.875% Series A Preferred Units. The Schedule K‐1s that CG previously issued as a limited partnership will no longer be issued after late March 2020, when final Schedule K‐1s will be issued. Schedule K‐1s will not be issued for any period after the conversion, rather, dividends declared and paid will be reported on Form 1099‐DIV or 1042‐S (as applicable).
2019 and 2020 Schedule K-1s
2019 Schedule K‐1 Tax Packages are expected to be available online and mailed in late March 2020 for The Carlyle Group L.P.'s Common and Series A Preferred Unitholders. Unitholders who held units at the close of trading on December 31, 2019 will also receive a final Schedule K‐1 for the period beginning January 1, 2020 and ending at the time of the conversion on January 1, 2020 at such time. Once Schedule K‐1 Tax Packages are available, please click the link below to access your tax package on Carlyle's Tax Package Support website.
Tax Package Support
Frequently Asked Questions – The Carlyle Group L.P. (Partnership Tax Treatment)
Frequently Asked Questions – The Carlyle Group Inc. (Corporate Tax Treatment)
Partner GILTI Notification Pursuant to Notice 2019-46
For assistance related to the Tax Package Support website, or if you have questions about your Schedule K-1, please contact Carlyle's Tax Package Support Service using one of the following methods:
Phone: (855) 886-9762 (Within US)
Phone: (972) 248-5396 or (800) 854-9346 (Outside US)
Mail: The Carlyle Group Inc. (f/k/a) The Carlyle Group L.P.
Attn: Tax Package Support
PO Box 799060
Dallas, TX 75379-9060
Prior Year Schedule K-1s
To obtain a copy of your Schedule K‐1 Tax package for 2018 and the prior two tax years, please access Carlyle’s Tax Package Support website or contact Carlyle’s Tax Package Support Service at (855) 866‐9762.
Sample Schedule K-1s - Common Units
Sample 2018 CG Schedule K-1 - 10,000 Units
Sample 2017 CG Schedule K-1 - 10,000 Units
Sample 2016 CG Schedule K-1 - 10,000 Units
Sample 2015 CG Schedule K-1 - 10,000 Units
Sample 2014 CG Schedule K-1 - 10,000 Units
Sample Schedule K-1s - Preferred Units
Sample 2018 TCGP Schedule K-1 - 10,000 Units
Sample 2017 TCGP Schedule K-1 - 10,000 Units