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It also summarizes state tax filing considerations and highlights 2025 updates such as eased Schedule K-2/K-3 requirements, IRS Form 7004 extension e-filing, and guidance for final filings for disbanding clubs.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/preparing-your-investment-clubs-2025-tax-returns-my-i-club-investment-club-web-inar-series-presented-by-the-myiclub-team-january-2026/302718/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/preparing-your-investment-clubs-2025-tax-returns-my-i-club-investment-club-web-inar-series-presented-by-the-myiclub-team-january-2026/302718.png","ImageObject",442,249,{"name":88,"@type":89},"Mali","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-27","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":47},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What is the purpose of the webinar on investment club taxes?","Question",{"text":108,"@type":109},"It reviews federal tax filing requirements for investment clubs, demonstrates federal return filing using the BetterInvesting approved myICLUB accounting program, and summarizes state tax filing requirements.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"Is myICLUB Club Tax Federal approved for e-filing for 2025?",{"text":113,"@type":109},"Yes. 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Nevertheless, we do not warrant the accuracy or completeness of the data on the completed tax forms.All responsibility for accuracy and completeness rests with your investment club and with the person who handles the tax matters for your club. In addition, you are responsible for submitting accurate and complete information when preparing your tax return and for reviewing your tax return for indications of errors prior to electronically filing or printing your return.You are responsible for knowing and meeting tax filing deadlines, and for preparing your return early enough to meet any applicable deadlines.  \n5  \n\n|  |  |\n| --- | --- |\n| \u003Cbr>STATUS OF 2025 MYICLUB CLUB TAX | |\n| \u003Cbr>6 |  |\n\nPreparing Investment Club Taxes By Doug Gerlach, ICLUBcentral Inc.  \nmyICLUB Club Tax Federal   \n􀂃 As of 20 January 2026, myICLUB Club Tax Federal is APPROVED BY IRS FOR E-FILING, & RELEASED [ON myICLUB.com](ON myICLUB.com).  \n􀂃 Business returns were being accepted by IRS as of 15 January 2026.  \n􀂃 Most clubs likely won’t have enough required documents to file until mid-to late-February.  \n7  \nOrdering Club Tax   \n􀂃 Order from Taxes tab in your myICLUB club website or call 1-877-33-ICLUB.  \n􀂃 Any club member can purchase on behalf of club.  \n􀂃 Log in to store & select your club.  \n􀂃 After ordering, purchases will appear in Taxes tab of your myICLUB website, & released once IRS & state approvals are received.  \n8  \nPreparing Investment Club Taxes By Doug Gerlach, ICLUBcentral Inc.  \n\n|  |  |\n| --- | --- |\n| | 9 |\n\n\n|  |\n| --- |\n| \u003Cbr>What’s New for 2025  |\n| 􀂃 IRS has eased requirements for Schedule K-2 & K-3 .\u003Cbr>􀂃 Club Tax Federal Deluxe required for more large & complex clubs.\u003Cbr>􀂃 Only required for Federal returns.\u003Cbr>􀂃 IRS Form 7004 Extension Request e-Filing service again provided.\u003Cbr>􀂃 Final Club Tax for disbanding clubs again provided.\u003Cbr>10 |\n\nPreparing Investment Club Taxes By Doug Gerlach, ICLUBcentral Inc.  \nClub Tax Basic   \n􀂃 Many clubs can use Club Tax Basic to generate their returns:  \n􀂃 Smaller clubs.  \n􀂃 Newer clubs.  \n􀂃 Clubs that do not need much technical support to prepare returns.  \n􀂃 Larger clubs with complex transactions or need for additional help must use Club Tax Deluxe.  \n11  \nClub Tax Deluxe   \n􀂃 Larger clubs must use Club Tax Deluxe:  \n􀂃 30 or more members (based on K-1s issued) .  \n􀂃 Asset value (total of cash and securities) exceeds $1 million at any time in year.  \n􀂃 Had 250 or more security transactions in year (buys, sells, distributions, reinvestments).  \n􀂃 Have any wash sale transactions to report in year.  \n􀂃 Owned securities any time in year that issue IRS Schedule K-1s (such as royalty trusts, limited partnership, master limited partnerships).  \n􀂃 Must or elects to file IRS Sched","cbCaigpuYVnwSzaD","https://ap.wps.com/l/cbCaigpuYVnwSzaD","pdf",12040154,54,"English","# Purpose of This Webinar\n## Status of 2025 myICLUB Club Tax\n## Ordering Club Tax\n## What’s New for 2025\n## Club Tax Basic and Deluxe\n## IRS Form 7004 Automatic Extension\n## Final Club Tax Federal & State\n# Facts About Filing Partnership Tax Returns\n## Who Needs to File Tax Returns?","[{\"question\":\"What is the purpose of the webinar on investment club taxes?\",\"answer\":\"It reviews federal tax filing requirements for investment clubs, demonstrates federal return filing using the BetterInvesting approved myICLUB accounting program, and summarizes state tax filing requirements.\"},{\"question\":\"Is myICLUB Club Tax Federal approved for e-filing for 2025?\",\"answer\":\"Yes. As of 20 January 2026, myICLUB Club Tax Federal is approved by the IRS for e-filing and released on myICLUB.com.\"},{\"question\":\"When should a disbanding investment club file its final federal and state tax returns?\",\"answer\":\"Final Club Tax must be used to file the last return with states and IRS, and IRS final partnership returns must be filed by the 15th day of the 3rd month following termination.\"}]","Preparing Your Investment Club’s 2025 Tax Returns - MY I CLUB INVESTMENT CLUB WEB INAR SERIES - Presented by the myICLUB Team January 2026 | PDF",19]