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myICLUB.com
Questions relating to the online club accounting at myiclub.com
Why doesn't the Distribution of Earnings or Allocation of Income and Expense report match my 1099?
How do we handle Limited Partnerships (LP) and Master Limited Partnerships (MLP) that issue K-1 forms?
Changing or removing an old login or password that was saved in the browser.
What does Error 484 mean, or why do I get a message about getting printer information from the system?
What is Withdrawal Related Realized Gain?
How can I change the text size on a web page?
How Do I Enter a Merger in myICLUB.com ?
Record a Stock Split in myICLUB.com
myICLUB.com - Transfer units between family members (gifting units)
How can I tell if a dividend is qualified or not?
What is the Account Summary Page?
Enabling Cookies on your web browser
General Troubleshooting of Internet Explorer
Entering Preferred Shares
Acrobat failed to connect to a DDE server
How do I start a club at myICLUB.com and get my club online?
I'm having password or site access problems.
Adding a new treasurer or changing treasurers in myICLUB.com (Club Accounting Online)
Setting the Date/Time format in Windows - also region and language settings
Date First Purchased shows an old date when buying a stock the club held before.
How does ICLUB determine the Sector and Industry for a security?
Saving reports in PDF format, when software doesn't have the ability built in.
ICLUB software and services on Tablet Computers
Changing a ticker symbol or company name.
No Tabs showing in myICLUB.com
How to Change, remove or delete a transaction
Members all listed as non-resident on state tax forms
How to re-do a withdrawal in myICLUB.com
Cost Basis of Transferred Securities in a withdrawal
myICLUB.com site basics
Market value does not match between Valuation and Member Status
Removing a former / withdrawn member from the people page
Regular Monthly Tasks
Size Diversification Reports
Closing the books for the year - Primers
re-organization fee / mandatory fee
Understanding Units
How can one member of a club buy out another?
One of our member's payment checks bounced and the club was charged an “insufficient funds” fee.
Delete a valuation
Market value does not match between Valuation and Member Status
General information on Spinoffs and mergers
What is a Tax Basis or Cost Basis ?
When are closing prices available for valuations, and where do they come from?
What is the WD Liability Account?
Club treasurer responsibilities
AbbVie merger with Pharmacyclics for myICLUB.com
How do I set or change the rights / permissions of club members?
Backing up and restoring data in myICLUB.com
How do new members access myICLUB.com ?
Changing email addresses in myICLUB.com
Changing brokers
How to rename your club
Setting up myICLUB.com
Earnings distributed / allocated on the end of year report do not mach members' ending % of club ownership
Entering a transaction for inactive stock - reactivate a security
Editing or removing transactions
Sold stock appears as active (security still shows 0.000001 shares after sale)
Units are not distributed (allocated) at the end of the year (on allocation of income and expenses)
Removing a bankrupt company from Club Accounting
Transferring data from Bivio to desktop Club Accounting -OR- myiclub.com
Current members do not show up on the Member Status Report
Litigation settlement, either cash or stock
Member appears twice on the PEOPLE page. (Duplicate member)
Withdrawal Transactions on Individual Valuation Units Ledger.
Switching to myICLUB from pen and paper or other method
Stock price not updating
Form 8949 -or- Form 1099b Cost basis does not match club/tax printer records
The price for a single stock is not updating, or is otherwise incorrect.
Account for expenses that relate to just one individual club member.
Valuation dates do not show in myiclub.com reports
Death of a member - deceased member - passed away - pass away
Clearing Club Data - Deleting all club data
Former member keeps getting emailed reports.
Form 8822-B Change of Address or Responsible Party
Stepped-up basis for stock owned
Filing Dates for State and Federal Taxes
EPS Growth Rate Diversification
Money sent to the IRS / Money received from the IRS
Inactive member cannot be found for withdrawal payment
Pre-Meeting Wizard
Post-Meeting Wizard
Investment Partnership Accounting for Canadian Members in a U.S.-Based Investment Club
Payment in-lieu of dividend
Setting up the BI link in myICLUB
Message that the site is insecure, or may not have a valid security certificate
Club is assigned a state tax ID number (SEIN) by the California Franchise Tax Board.
Filling out personal taxes after a full withdrawal - Form 1040 and 8949