myICLUB
Questions relating to the online club accounting at myiclub.com
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- "Unknown Token" when setting up BI Link
- Forcing a qualified dividend / non-qualified dividend
- Why does BetterInvesting / ICLUBcentral / myICLUB require we enter SSN in myICLUB?
- Key Accounting Differences Between myICLUB.com and Bivio
- Filling out personal taxes after a full withdrawal - Form 1040 and 8949
- Club is assigned a state tax ID number (SEIN) by the California Franchise Tax Board.
- Message that the site is insecure, or may not have a valid security certificate
- Setting up the BI link in myICLUB
- Payment in-lieu of dividend
- Investment Partnership Accounting for Canadian Members in a U.S.-Based Investment Club
- Inactive member cannot be found for withdrawal payment
- Money sent to the IRS / Money received from the IRS
- Filing Dates for State and Federal Taxes
- Stepped-up basis for stock owned
- Form 8822-B Change of Address or Responsible Party
- Former member keeps getting emailed reports.
- Clearing Club Data - Deleting all club data
- Death of a member - deceased member - passed away - pass away
- Valuation dates do not show in myiclub.com reports
- Account for expenses that relate to just one individual club member.
- The price for a single stock is not updating, or is otherwise incorrect.
- Form 8949 -or- Form 1099b Cost basis does not match club or tax forms
- Stock price not updating
- Switching to myICLUB from pen and paper or other method
- Withdrawal Transactions on Member Unit Ledger.
- Member appears twice on the PEOPLE page. (Duplicate member)
- Litigation settlement, either cash or stock
- Current members do not show up on the Member Status Report
- Switching from Bivio to myiclub.com
- Removing a bankrupt company.
- Units are not distributed (allocated) at the end of the year (on allocation of income and expenses)
- Sold stock appears as active (security still shows 0.000001 shares after sale)
- Editing or removing transactions
- Entering a transaction for inactive stock - reactivate a security
- Earnings distributed / allocated on the end of year report do not mach members' ending % of club ownership
- Setting up myICLUB.com
- How to rename your club
- Changing brokers
- Changing email addresses in myICLUB.com
- How do new members access myICLUB.com ?
- Backing up and restoring data in myICLUB.com
- How do I set or change the rights / permissions of club members?
- AbbVie merger with Pharmacyclics for myICLUB.com
- What is the WD Liability Account?
- When are closing prices available for valuations, and where do they come from?
- What is a Tax Basis or Cost Basis ?
- Market value does not match between Valuation and Member Status
- Delete a valuation
- Understanding Units
- re-organization fee / mandatory fee
- Regular Monthly Tasks
- Removing a former / withdrawn member from the people page
- Market value does not match between Valuation and Member Status
- myICLUB.com site basics
- Cost Basis of Transferred Securities in a withdrawal
- How to re-do a withdrawal in myICLUB.com
- How to Change, remove or delete a transaction
- No Tabs showing in myICLUB.com
- Changing a ticker symbol or company name.
- ICLUB software and services on iPad or Android Tablets
- How does ICLUB determine the Sector and Industry for a security?
- Date First Purchased shows an old date when buying a stock the club held before.
- Setting the Date/Time format in Windows - also region and language settings
- Adding a new treasurer or changing treasurers in myICLUB.com (Club Accounting Online)
- I'm having password or site access problems.
- How do I start a club at myICLUB.com and get my club online?
- Acrobat failed to connect to a DDE server
- Entering Preferred Shares
- Enabling Cookies on your web browser
- What is the Account Summary Page?
- How can I tell if a dividend is qualified or not?
- myICLUB.com - Transfer units between family members (gifting units)
- How can I change the text size on a web page?
- What is Withdrawal Related Realized Gain?
- What does Error 484 mean, or why do I get a message about getting printer information from the system?
- Our club received paperwork stating that the broker has withheld federal income taxes on certain dividends (backup withholding). What do we do?
- We received, or were told to expect, a form 2439 from one of our REIT securities. What is that?
- Our Club Doesn't Have To File Any Forms, why should we buy the Club Tax Software?
- How do we handle Limited Partnerships (LP) and Master Limited Partnerships (MLP) that issue K-1 forms?