Hello,

Our investment club has recently elected a new Treasurer . Do we need to inform the IRS by filling out form 8822-B ?

Would appreciate your guidance on this.

Thanks

Roma Mayur

This link describes what you need to do when you change club treasurers: Changing Treasurers You should file form 8822-B to inform the IRS of the change. Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio Follow us on twitter! www.twitter.com/bivio Follow Us on Google+ Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe

On Wed, Oct 27, 2021 at 9:39 AM Roma Mayur via bivio.com <user*35721700001@bivio.com> wrote:

Hello,

Our investment club has recently elected a new Treasurer . Do we need to inform the IRS by filling out form 8822-B ?

Would appreciate your guidance on this.

Thanks

Roma Mayur

Due to many IRS inquiries (penalties) as of late, our club decided to disband the club partnership. Is there anything we need to do with the IRS? Forms? etc...?

Alessandro

On Wed, Oct 27, 2021 at 8:53 AM Laurie Frederiksen <laurie@bivio.biz> wrote:

This link describes what you need to do when you change club treasurers: Changing Treasurers You should file form 8822-B to inform the IRS of the change. Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio Follow us on twitter! www.twitter.com/bivio Follow Us on Google+ Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe

On Wed, Oct 27, 2021 at 9:39 AM Roma Mayur via bivio.com <user*35721700001@bivio.com> wrote:

Hello,

Our investment club has recently elected a new Treasurer . Do we need to inform the IRS by filling out form 8822-B ?

Would appreciate your guidance on this.

Thanks

Roma Mayur

Yes. This gives you the steps you need to follow to disband your club correctly: Disbanding your Investment Club Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio Follow us on twitter! www.twitter.com/bivio Follow Us on Google+ Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe

On Wed, Oct 27, 2021 at 9:59 AM Alessandro Squeo via bivio.com <user*8340400001@bivio.com> wrote:

Due to many IRS inquiries (penalties) as of late, our club decided to disband the club partnership. Is there anything we need to do with the IRS? Forms? etc...?

Alessandro

On Wed, Oct 27, 2021 at 8:53 AM Laurie Frederiksen <laurie@bivio.biz> wrote:

This link describes what you need to do when you change club treasurers: Changing Treasurers You should file form 8822-B to inform the IRS of the change. Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio Follow us on twitter! www.twitter.com/bivio Follow Us on Google+ Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe

On Wed, Oct 27, 2021 at 9:39 AM Roma Mayur via bivio.com <user*35721700001@bivio.com> wrote:

Hello,

Our investment club has recently elected a new Treasurer . Do we need to inform the IRS by filling out form 8822-B ?

Would appreciate your guidance on this.

Thanks

Roma Mayur