I just e-filed our taxes. Now the members need to access their K-1s online. In the past, I believe there was a check-off to Allow Members to Access K-1s, but I cannot find that option now. Please advise. Thank you in advance.
Our club was formerly with TDA and transitioned to Schwab in May. I began trying to process a transfer of stock to a withdrawing member, using her broker (who is a Schwab broker) to process the transfer. As everyone else has reported, this is not ...
It's ready!! bivio offers e-filing for your club's 2023 federal tax return and now also for California and Colorado state returns. E-filing is quick, easy, secure, and already included with your bivio subscription. The bivio 2023 tax software gives you the option to e-file your ...
We have received both of the 1099 from TDA and Schwab. Schwab has not separated the quarterly dividends like bivio and tda. If the company has changed the Qualified dividend to non qualified, how do we find out this information if the Schwab 1099 doesn't ...
Since Air Lease caused an corrected 1065 to be issued, when is the deadline for filing an amended 2022 return? Will the bivio software create and file an amended return electronically? Despite the IRS having a page titled "Guidance for Amended Partnership Returns" (https://www.irs.gov/e-file-providers/guidance-for-amended-partnership-returns) I ...
Our club is investigating brokerages, because we will be changing from Schwab. I found on a search that Siebert is friendly toward investment clubs, and BetterInvesting had partnered with Siebert at one time. Do any of your clubs use Siebert? Would you recommend the firm? ...
Haven't received my TD 1099, only my Schwab, so haven't tried to run taxes yet. But how will I handle 2 sets of numbers. Will I be adding them to enter 1 number? The tax presentation did not touch on what will be different for ...
We got 1099s from both TD Ameritrade for earlier in 2023 and the year end 2023 from Schwab. I am noticing significant discrepancy in Cost Basis with what is showing on LTCG for Schwab vs Bivio. The Schwab 1099 just came out this week. Has ...
Hello Any clubs in California obtained a Fictitious business name statement? This is one of the required documents needed to open a bank account. We cannot access any of our money in Charles Schwab because they don't allow third party payments via checks and they ...
Hi, Every corporation that is incorporated, registered, or doing business in California must pay the $800 minimum franchise tax. Can I efile the club's taxes on Bivio for both Federal and for State. I know that payment can be paid online. Thanks Ana
Hello. Our club is an LLC and thus falls under the Corporate Transparency Act. Will this filing requirement be covered in the webinar about filing taxes coming up in February? What information will the treasurer need for this new filing, if beyond what is normally ...
We switched from TDA to Fidelity. We have the account sync working for Fidelity, but the label is still TDA in Bivio. How do we separate the transactions AND have both Fidelity and TDA listed as brokerages? --Bob Mann, Lunch Money Investment Club