Preparing Your Investment Club's 2024 Tax Return

There are important changes in store for the 2024 tax year for investment clubs using myICLUB! Fortunately, myICLUB’s Doug Gerlach and his team are here to guide both first-time and seasoned investment club treasurers through a stress-free tax season. Learn what to expect from the investment club tax season including how to use myICLUB.com Club Tax to generate a return, important deadlines for the tax season, what documents to expect from your bank and brokerage firm, and how to determine whether your club is required to file a state tax return and more. You’ll also learn myICLUB’s new Club Tax Deluxe and IRS Extension Request e-Filing service.

This webinar is essential viewing for all new and existing club treasurers, as well as other club members and officers who want to be prepared to someday take over the treasurer role.

Join us at BetterInvesting's webinar series for investment club treasurers.

We look forward to seeing you there!

Handouts

Filing Club 2024 Tax Return  2PP Color (PDF)
Filing Club 2024 Tax Return  4PP B&W (PDF)
Club Tax Printer Quick Start Guide (PDF)

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