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• Removing a former / withdrawn member from the people page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