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Disbanding
Our club is discussing disbanding this year. Is there a
cutoff month that we'd have to file the partial year return?
If we disband in October or November can we wait to file at
the normal time? Thanks for your help...

Here are the instructions you need to follow to disband your club correctly:

Disbanding Your Investment Club

They include a discussion on the date your final tax return is due.

Laurie Frederiksen
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On Fri, Jul 7, 2017 at 7:32 PM, Susan J Mueller via bivio.com <user*15197400001@bivio.com> wrote:
Our club is discussing disbanding this year. Is there a
cutoff month that we'd have to file the partial year return?
If we disband in October or November can we wait to file at
the normal time? Thanks for your help...


Your tax is due 90 days after the date the club was disbanded. Our club disbanded early last year 2016 and we waited to file the regular time. Couple months later we got a bill from the lRS for over $8,000. They charged an amount for each member. However we called them and because this was our first late filing they forgave the world amount.

On Jul 7, 2017 7:32 PM, "Susan J Mueller via bivio.com" <user*15197400001@bivio.com> wrote:
Our club is discussing disbanding this year. Is there a
cutoff month that we'd have to file the partial year return?
If we disband in October or November can we wait to file at
the normal time? Thanks for your help...

Actually that has changed. It is due on the 15th day of the 3rd month following your month of termination.

That could now easily be less than 90 days.

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe



On Mon, Jul 10, 2017 at 4:01 PM, Joy Russell via bivio.com <user*34951400001@bivio.com> wrote:
Your tax is due 90 days after the date the club was disbanded. Our club disbanded early last year 2016 and we waited to file the regular time. Couple months later we got a bill from the lRS for over $8,000. They charged an amount for each member. However we called them and because this was our first late filing they forgave the world amount.

On Jul 7, 2017 7:32 PM, "Susan J Mueller via bivio.com" <user*15197400001@bivio.com> wrote:
Our club is discussing disbanding this year. Is there a
cutoff month that we'd have to file the partial year return?
If we disband in October or November can we wait to file at
the normal time? Thanks for your help...

So if we disband in October our return is due January 15? Or could we then just wait for the 1099 and file at the regular time March 15?

On July 10, 2017 at 4:13 PM Laurie Frederiksen <laurie@bivio.biz> wrote:

Actually that has changed.  It is due on the 15th day of the 3rd month following your month of termination.

That could now easily be less than 90 days.

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend!  www.facebook.com/bivio
Follow us on twitter!  www.twitter.com/
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list.  Click here to  Unsubscribe



On Mon, Jul 10, 2017 at 4:01 PM, Joy Russell via bivio.com <user*34951400001@bivio.com> wrote:
Your tax is due 90 days after the date the club was disbanded. Our club disbanded early last year 2016 and we waited to file the regular time. Couple months later we got a bill from the lRS for over $8,000. They charged an amount for each member.  However we called them and because this was our first late filing they forgave the world amount. 

On Jul 7, 2017 7:32 PM, "Susan J Mueller via bivio.com" <user*15197400001@bivio.com> wrote:
Our club is discussing disbanding this year. Is there a
cutoff month that we'd have to file the partial year return?
If we disband in October or November can we wait to file at
the normal time? Thanks for your help...


 

If you wanted to file later than the return was due in January, you'd need to file for an extension to avoid any problems.

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe



On Mon, Jul 10, 2017 at 4:52 PM, SUE J MUELLER via bivio.com <user*15197400001@bivio.com> wrote:
So if we disband in October our return is due January 15? Or could we then just wait for the 1099 and file at the regular time March 15?


On July 10, 2017 at 4:13 PM Laurie Frederiksen <laurie@bivio.biz> wrote:

Actually that has changed. It is due on the 15th day of the 3rd month following your month of termination.

That could now easily be less than 90 days.

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivi
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe



On Mon, Jul 10, 2017 at 4:01 PM, Joy Russell via bivio.com <user*34951400001@bivio.com> wrote:
Your tax is due 90 days after the date the club was disbanded. Our club disbanded early last year 2016 and we waited to file the regular time. Couple months later we got a bill from the lRS for over $8,000. They charged an amount for each member. However we called them and because this was our first late filing they forgave the world amount.

On Jul 7, 2017 7:32 PM, "Susan J Mueller via bivio.com" <user*15197400001@bivio.com> wrote:
Our club is discussing disbanding this year. Is there a
cutoff month that we'd have to file the partial year return?
If we disband in October or November can we wait to file at
the normal time? Thanks for your help...