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Investment Club State Tax Requirements

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State Tax Websites

Links to state tax websites

State income tax filing requirements for investment clubs are complex to determine. There is no standard method across states of describing the circumstances that might require a club to file a state partnership return.

Because of this, we cannot claim expertise for all state income tax requirements. We don't want to have you go to the expense and hassle of filing a return if it isn't really necessary, but we can't guarantee the notation here will be applicable to all clubs. We provide it to you as an aid only. It should be accurate for a small investment club who has stayed within the investing guidelines we provide, but it may be incorrect depending on your club circumstances. For example, If your club has invested in any sort of partnership this list will not be applicable . If your club has many members or a large valuation or income for the year special circumstances may also apply to you.

To make a final determination, you are welcome to email us to discuss your situation. But your best answer will come from checking with an accountant who practices in your state of residence. He can assess your club circumstances and give you the best answer on whether or not your investment club needs to file state taxes.

If you do, we may be able to help you prepare your state taxes most cost effectively. To find out more, contact us at: support@bivio.com to discuss your options.

State Club Is Resident Any Member Resident Contact Support Due Date
AK - - Y April 15
AL - - Y April 15
AR Y - - April 15
AZ Y - - March 15
CA* Y - - March 15
CO* Y - - April 15
CT - - Y April 15
DC - - Y April 15
DE - - - N/A
FL - - - N/A
GA Y Y - March 15
HI Y - - April 20
IA Y - - April 30
ID - - Y April 15
IL - - - N/A
IN - - Y April 15
KS - - Y April 15
KY Y - - April 15
LA - - Y April 15
MA Y - Y April 15
MD Y - - April 15
ME - - - N/A
MI - - - N/A
MN Y - - April 15
MO Y Y - April 15
MS Y - - March 15
MT - - Y April 15
NC - - - N/A
ND - - Y April 15
NE Y - - March 15
NH - - - N/A
NJ* Y Y Y April 15
NM - - - N/A
NV - - - N/A
NY* Y Y - March 15
OH - - - N/A
OK - - Y April 15
OR Y Y - March 15
PA* Y Y - April 15
RI Y - - March 15
SC - - Y March 15
SD - - - N/A
TN Y - - April 15
TX - - - N/A
UT - - - N/A
VA - - - N/A
VT Y - - March 15
WA - - - N/A
WI Y - Y March 15
WV Y Y - March 15
WY - - - N/A

Updated as of 12/23/2016 - Changes in Due dates are ongoing, confirm before using what is shown

Starred states included with bivio subscription.
Filing option for other states

State - State of official club address
Club Is Resident - The club is officially headquartered in the state
Any Member Resident - Club has members who live in the state, but club headquarters are in a different state
Contact Support - Special circumstances may apply to your club. Contact us to discuss your situation.