It's almost time to prepare your investment club taxes. Join us for a webinar on Tuesday, Feb. 12, 2019 at 8:00PM Eastern Time and we'll show you how.
We'll go through all the steps you should follow to use the bivio tax program. You'll see how to do a comparison of your 1099 information with bivio and make any last minute adjustments, what the tax interview looks like, what forms you'll be preparing and how to review them, and how to file your forms.
If you've never done taxes or you'd just like a refresher, you're sure to find this helpful.
It's free and everyone is invited but space is limited, so:
The 2018 tax season is off to a slow start because of the many changes in the tax code this year and many delays in the release of final instruction information. We are working diligently to incorporate all the late changes and get the program to you as soon as possible. We hope to have it available by the middle of February.
You can't use it until you receive your 1099 from your broker. If you already have that, you can get started now with the first three steps which are:
1. Do an audit to verify your club information is correct in bivio:
2. Check your dividends reported on your 1099-DIV against the bivio 1099-DIV review report you can find on the Accounting>Reports page.
3. Check your capital gains and losses on your 1099-B against the bivio 1099-B review form you can find on the Accounting>Reports page.
These are the most time consuming steps of the tax prep process. If everything checks out correctly in the steps above, you'll be able to do your club taxes in a few minutes when the program is released.
Don't Forget - Filing Due Date
Don't forget that your investment club taxes will be due on:
March 15, 2019 - Investment Club Taxes Due
If you can't get them done by then, make sure you file for an extension before that date.
---------------------- See you online! Your friends at bivio
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2018 Tax Season