What your investment club should think about and address before the end of the calendar year to get ready to prepare your tax forms.
Here are the
Part 1 - What you need to file, the process you'll use and key timeline points you'll be working with.
Part 2 - Getting started. Verifying your records. Audit overview. Checking your cost basis. 1099's
Part 3 - Keep your club record keeping simple. Cost basis method. Issues with DRIP investing. Problem investments.
Part 4 - New for 2018. Centralized partnership audit regime.
Part 5 - Things to address prior to the end of the calendar year.
Part 6 - Summary and sources of help