Your investment club taxes will need to agree with income information your broker will be reporting to the IRS on 1099 forms. This presentation discusses what forms you might receive and what information will be on them.

The presentation also highlights possible information that you may not find out about until you receive them which will require you to make changes to your bivio accounting prior to filing your club taxes.

Related help topics:

• Cost Basis Reporting
• Getting Ready For Tax Season
• Checking Cost Basis
• Auditing Your Club's Records
• Capital Gains and Losses Report

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