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Tax Information

Tax Information

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 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).
 

IRS Forms 8937 Related to the Conversion

 

2019 and 2020 Schedule K-1s

2019 Schedule K-1 Tax Packages are now available online for The Carlyle Group L.P.'s Common and Series A Preferred Unitholders.  The 2019 Schedule K-1 Tax Package for Common Unitholders who held units at the close of trading on December 31, 2019 will also include a final 2020 Schedule K-1 for the period beginning January 1, 2020 and ending at the time of the conversion on January 1, 2020.  Please click the link below to access your final Schedule K-1 Tax Package on Carlyle's Tax Package Support website. Following this online release, as applicable, Schedule K-1 Tax Packages will also be mailed as soon as is practicable.
 

Tax Package Support

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

 

Tax FAQs

Frequently Asked Questions – The Carlyle Group L.P. (Partnership Tax Treatment)

Frequently Asked Questions – The Carlyle Group Inc. (Corporate Tax Treatment)

 

Prior Year Schedule K-1s

To obtain a copy of your Schedule K-1 Tax Package for 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