The bivio 2024 tax program is ready for clubs to prepare and e-file their 2024 IRS tax return.A E-filing is quick, easy, secure, and already included with your bivio subscription. NEW - This year bivio offersA e-filing for 2024 state tax returnsA for all of ...
an entry from 2018 (Scott Trade) who we no longer use.. just appeared in January when I display our Account Summary. I have sent many messages for it to be removed the entry makes our current Schwab account not balance I am not in balance ...
Register today for these two important bivio webinars to help you make sure your club taxes get done in a timely manner.A Experienced club treasurers know that regular club audits will save your club both time and money. You'll learn what's new with theA 2024 ...
What is the best way for withdrawn members to access their K1 forms form Bivio. If they are withdrawn do they still have access to login and access their K1 report? Or can I give that temporary access so they can print out their K1 ...
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 ...
I am in the process of disbanding our club. I requested checks from Schwab on multiple occasions to pay the annual membership fee and also to pay the members. The checks were distributed in the name of the club. I will have to open a ...
The Animal Planet channel has their "Puppy Bowl" there's "Shark Week" and Hollywood is doubling down on their GLP-1 dosages and getting fitted for the red carpet later this month. If you're unfamiliar with Manifest Investing, or participated a while ago, you're invited to explore ...
Our investment club has 20 members and started in 2000. We have all been faithfully contributing every month and now have a very large portfolio. We have all gotten older of course and want to reduce the value of the total portfolio. It seems like ...
For those using Fidelity and instructing members where to send their automatic monthly payments: What address do you use? We were told to send to UMB bank, but not originally given an address. When I looked up an address online I found: 1010 Grand Blvd, ...
When will the tax software be available for clubs disbanding in 2024? We closed our club in April of this year. My understanding is that we need to file by the 15th of the third month following the closing date. I know that Bivio will ...
The following information will not apply to most investment clubs, but there may be a few to which it does apply. If your investment club is a partnership formed without a state requirement to file the partnership agreement or other applications with secretary of state, ...
One of the members of our club has recently lost her spouse and has created a MAP (Medicaid Asset Protection) trust and has listed her portion of our club as part of the assets in her trust. In researching this kind of trust I've discovered ...
Our club has been in existence since June 2020. I had issues opening up our checking account up until recently (I was given the run around on what was needed to open the account in the past). I was able to successfully open our checking ...
There have been comments in other message strings about brokers having a separate application for investment clubs than other partnerships. Does anyone know why the distinction? 1. How does the broker know the entity is an investment club? Is it just if the words are ...