Important Changes for Investment Club 2021 Tax Returns


Investing partnerships need to be aware of important changes to IRS regulations for the 2021 tax year.

Fortunately, ICLUBcentral's Doug Gerlach, Russell Malley, and Sean Pulrang have the details of what you need to know for the 2021 tax year. In their January 2022 Investment Club Webinar series, the team reviewed what's new for the 2021 tax year, and covered all you need to know in order to generate your investment club's tax returns using the Club Tax Printer.

Watch the replay on ICLUBcentral's YouTube Channel, and download a PDF handout of the slides from this presentation here.

Here is a link to a handout for a short presentation on IRS requirements for reporting proceeds and cost basis of sold securities if you need a refresher.

Sign up for ICLUBcentral's free monthly Investment Club webinars. is the world's most popular tool for investment club accounting and operations. Sign up for a free trial to see for yourself why thousands of investment clubs choose to manage their club's books and operations.

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