Your 2017 investment club tax forms need to be filed by March 15, 2018. You won't be able to complete them until you get your 1099 forms in February but you can get most of the work done now.
It's time for audit party weekend! January 13 and 14, 2018.
It's the perfect time to do the investment club audit we recommend to make sure your records in bivio are correct. Correct records are needed to produce correct tax filings. Once you've established that, your tax preparation will go very quickly in February.
Auditing your investment club records is also guaranteed to keep you warm and help you keep from being bored if the weather is keeping you inside.
Join us for a webinar on January 13 at 2PM Eastern time where we'll show you how. We'll be around all weekend to help you resolve any issues you find.
Club members have told us they find the audit process very interesting. So put it on the schedule, get this important annual task accomplished and have some fun to boot!
Don't forget that everyone who is a member of an investment club is responsible for making sure that correct taxes are filed.
It's online, it's free and everyone is invited but space is limited.
Looking forward to spending some time with you!
PS. Don't pay any attention to emails from others encouraging you to buy a "Tax Printer". If you have an active bivio subscription, you have nothing extra you need to purchase when it's time to prepare your Federal taxes!