K3 needed
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K3 needed I have a member asking for a K3 now. Our club had less than $300 of interest from foreign investments so k3s not generated when we did our club return. How can I supply the k3 now? Seems I saw something in the past about redoing the return to generate the K3s but wanted to confirm? Thank you. Sent from my iPhone When a member requests a Schedule K-3 after your club has filed, first make sure you have a printed or saved .pdf copy of your club's complete 2023 tax documents for your club's archives that are exactly as you filed or e-filed them. Then in bivio select Accounting>Taxes>2023 and go to Step 4 and retake the bivio tax interview. This time select the option to generate Schedule K-3. After the interview click "Generate the Club's Complete Federal Tax Document" and then "Download the Club's Complete Federal Tax Document" to review it. There will now be an additional Schedule K-3 link for each member of your club when they log in to bivio and select Accounting>Taxes. The member who requires the K-3 can download and print it. Other members can ignore these K-3 documents. Becky Kruse bivio I have a member asking for a K3 now. Our club had less than $300 of interest from foreign investments so k3s not generated when we did our club return. How can I supply the k3 now? Seems I saw something in the past about redoing the return to generate the K3s but wanted to confirm? Thank you. Thank you. I needed that reminder of all the steps. Sent from my iPhone On Apr 9, 2024, at 9:56 AM, Rebecca Kruse <kruse@bivio.biz> wrote:
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