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Cherry Tree Investment Club
Hello Becky,

My club is also disbanding. I just sold all the stocks and have received the dividends declared.

I see that you initiated a partial year tax software to Stephanie. Would appreciate if you can do the same for my club as well. I would like to close and file the taxes by end of October or latest by November.

I am assuming I need to write the checks to each member for the percentage owed to each member as per Bivio records.

Would appreciate your guidance on this.

Thanks

Kind regards

Roma

On Sun, Sep 24, 2023 at 10:16 AM Becky Kruse <kruse@bivio.biz> wrote:
Hi Stephanie,

I've enabled the partial-year tax software for your club. As John said, it may be premature to finalize your club right now while you have outstanding IRS issues.

Becky Kruse
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