Electronic filing must be your number one priority. IRS is not handling paper returns effectively or efficiently. The cost to file a paper return plus Bivio fees equals the Iclub accounting system. We raised the issue with our group. Please consider that the treasures of the investment clubs are not going to want to use Bivio if electronic filing is not included immediately.
Please make this your priority. It is imperative to move to a more modern tax reporting system.
Thank you for your immediate attention to this matter. Our club likes the Bivio format but I for one do not want to go through another filing season without electronic filing.
Two Factor Authentication is high on our list. Any site that
collects personal and financial information should also
provide this basic security feature.
Len Delmolino
Massachusetts High Flyer Investment Club
Peter Dunkelberger on
You are absolutely correct. However, it takes a lot of effort on your part for the IRS to come around to the conclusion that yes, indeed, you did file in a timely manner.
The light bulb came on for me just last year--at the start of the year file for an automatic extension of time to file. That way, no matter if you mail or e-file, you can file at your leisure without fear of being accused of filing late. At least if you file before September 15, which in most cases is easily achievable.
It doesn't matter how reliable or unreliable the USPS is. The IRS only requires that you show USPS proof of mailing (aka receipt by the USPS) of your tax return by the deadline to file. The IRS may think you haven't filed and try to fine you, but your USPS proof of mailing shows that you did mail your return by the deadline.
If you want more postal services for your one peace of mind, by all means purchase the one that tells you when the IRS got your return. You can also get a tracking number and follow your package along it's way. All of these services cost less than using FedEx to diver your return.
You may want to go this route until efiling happens.
E-filing is important to our club as well. We file in California and had to send in over a hundred pages for the state return. Since the usps is unreliable here, I used FedEx. Very expensive. I decided to retry the other major investing club
accounting service and I'm trying both this year. I prefer to stay with Bivio but paper filing is wasteful and not likely to be allowed much longer.
The delay in having a working tax return platform until late in the season was problematic as well. Hopefully this year will be easier and earlier.
Electronic filing must be your number one priority. IRS is not handling paper returns effectively or efficiently. The cost to file a paper return plus Bivio fees equals the Iclub accounting system. We raised the issue with our group. Please
consider that the treasures of the investment clubs are not going to want to use Bivio if electronic filing is not included immediately.
Please make this your priority. It is imperative to move to a more modern tax reporting system.
Thank you for your immediate attention to this matter. Our club likes the Bivio format but I for one do not want to go through another filing season without electronic filing.
Two Factor Authentication is high on our list. Any site that
collects personal and financial information should also
provide this basic security feature.
Len Delmolino
Massachusetts High Flyer Investment Club
Lucile Sorrells on
Yes, e filing is important to our club also. Thursday Soaps, Tennessee. Also, it seems that Bivio is now more expensive that ICLUB or am I reading that wrong?
You are absolutely correct. However, it takes a lot of effort on your part for the IRS to come around to the conclusion that yes, indeed, you did file in a timely manner.
The light bulb came on for me just last year--at the start of the year file for an automatic extension of time to file. That way, no matter if you mail or e-file, you can file at your leisure without fear of being accused of filing late. At least if you file before September 15, which in most cases is easily achievable.
It doesn't matter how reliable or unreliable the USPS is. The IRS only requires that you show USPS proof of mailing (aka receipt by the USPS) of your tax return by the deadline to file. The IRS may think you haven't filed and try to fine you, but your USPS proof of mailing shows that you did mail your return by the deadline.
If you want more postal services for your one peace of mind, by all means purchase the one that tells you when the IRS got your return. You can also get a tracking number and follow your package along it's way. All of these services cost less than using FedEx to diver your return.
You may want to go this route until efiling happens.
E-filing is important to our club as well. We file in California and had to send in over a hundred pages for the state return. Since the usps is unreliable here, I used FedEx. Very expensive. I decided to retry the other major investing club
accounting service and I'm trying both this year. I prefer to stay with Bivio but paper filing is wasteful and not likely to be allowed much longer.
The delay in having a working tax return platform until late in the season was problematic as well. Hopefully this year will be easier and earlier.
Electronic filing must be your number one priority. IRS is not handling paper returns effectively or efficiently. The cost to file a paper return plus Bivio fees equals the Iclub accounting system. We raised the issue with our group. Please
consider that the treasures of the investment clubs are not going to want to use Bivio if electronic filing is not included immediately.
Please make this your priority. It is imperative to move to a more modern tax reporting system.
Thank you for your immediate attention to this matter. Our club likes the Bivio format but I for one do not want to go through another filing season without electronic filing.
Two Factor Authentication is high on our list. Any site that
collects personal and financial information should also
provide this basic security feature.
Len Delmolino
Massachusetts High Flyer Investment Club
Joe Farrell on
You are basically correct Lucile. They are evenly priced if you buy all three pieces of myICLUB, if you don't buy state tax filing, then myICLUB is about $100 cheaper and if you don't buy IRS tax filing, myICLUB is about $200 cheaper. And e-filing is available.
Yes, e filing is important to our club also. Thursday Soaps, Tennessee. Also, it seems that Bivio is now more expensive that ICLUB or am I reading that wrong?
You are absolutely correct. However, it takes a lot of effort on your part for the IRS to come around to the conclusion that yes, indeed, you did file in a timely manner.
The light bulb came on for me just last year--at the start of the year file for an automatic extension of time to file. That way, no matter if you mail or e-file, you can file at your leisure without fear of being accused of filing late. At least if you file before September 15, which in most cases is easily achievable.
It doesn't matter how reliable or unreliable the USPS is. The IRS only requires that you show USPS proof of mailing (aka receipt by the USPS) of your tax return by the deadline to file. The IRS may think you haven't filed and try to fine you, but your USPS proof of mailing shows that you did mail your return by the deadline.
If you want more postal services for your one peace of mind, by all means purchase the one that tells you when the IRS got your return. You can also get a tracking number and follow your package along it's way. All of these services cost less than using FedEx to diver your return.
You may want to go this route until efiling happens.
E-filing is important to our club as well. We file in California and had to send in over a hundred pages for the state return. Since the usps is unreliable here, I used FedEx. Very expensive. I decided to retry the other major investing club
accounting service and I'm trying both this year. I prefer to stay with Bivio but paper filing is wasteful and not likely to be allowed much longer.
The delay in having a working tax return platform until late in the season was problematic as well. Hopefully this year will be easier and earlier.
Electronic filing must be your number one priority. IRS is not handling paper returns effectively or efficiently. The cost to file a paper return plus Bivio fees equals the Iclub accounting system. We raised the issue with our group. Please
consider that the treasures of the investment clubs are not going to want to use Bivio if electronic filing is not included immediately.
Please make this your priority. It is imperative to move to a more modern tax reporting system.
Thank you for your immediate attention to this matter. Our club likes the Bivio format but I for one do not want to go through another filing season without electronic filing.
Two Factor Authentication is high on our list. Any site that
collects personal and financial information should also
provide this basic security feature.
Len Delmolino
Massachusetts High Flyer Investment Club
Lucile Sorrells on
Okay, I have printed out the comparison sheet from IClub. IClub: annual subscription is 87.99, federal tax 99.99 which equals $187.90. Bivio Economy annual subscription is $299 which does not include e filing. What am I not seeing?
You are basically correct Lucile. They are evenly priced if you buy all three pieces of myICLUB, if you don't buy state tax filing, then myICLUB is about $100 cheaper and if you don't buy IRS tax filing, myICLUB is about $200 cheaper. And e-filing is available.
Yes, e filing is important to our club also. Thursday Soaps, Tennessee. Also, it seems that Bivio is now more expensive that ICLUB or am I reading that wrong?
You are absolutely correct. However, it takes a lot of effort on your part for the IRS to come around to the conclusion that yes, indeed, you did file in a timely manner.
The light bulb came on for me just last year--at the start of the year file for an automatic extension of time to file. That way, no matter if you mail or e-file, you can file at your leisure without fear of being accused of filing late. At least if you file before September 15, which in most cases is easily achievable.
It doesn't matter how reliable or unreliable the USPS is. The IRS only requires that you show USPS proof of mailing (aka receipt by the USPS) of your tax return by the deadline to file. The IRS may think you haven't filed and try to fine you, but your USPS proof of mailing shows that you did mail your return by the deadline.
If you want more postal services for your one peace of mind, by all means purchase the one that tells you when the IRS got your return. You can also get a tracking number and follow your package along it's way. All of these services cost less than using FedEx to diver your return.
You may want to go this route until efiling happens.
E-filing is important to our club as well. We file in California and had to send in over a hundred pages for the state return. Since the usps is unreliable here, I used FedEx. Very expensive. I decided to retry the other major investing club
accounting service and I'm trying both this year. I prefer to stay with Bivio but paper filing is wasteful and not likely to be allowed much longer.
The delay in having a working tax return platform until late in the season was problematic as well. Hopefully this year will be easier and earlier.
Electronic filing must be your number one priority. IRS is not handling paper returns effectively or efficiently. The cost to file a paper return plus Bivio fees equals the Iclub accounting system. We raised the issue with our group. Please
consider that the treasures of the investment clubs are not going to want to use Bivio if electronic filing is not included immediately.
Please make this your priority. It is imperative to move to a more modern tax reporting system.
Thank you for your immediate attention to this matter. Our club likes the Bivio format but I for one do not want to go through another filing season without electronic filing.
Two Factor Authentication is high on our list. Any site that
collects personal and financial information should also
provide this basic security feature.
Len Delmolino
Massachusetts High Flyer Investment Club
Peter Dunkelberger on
And Bivio does not prepare my state (Maryland) return and myICLUB does. So "evenly priced" is not accurate for all clubs. MyICLUB charges $88 to do the Maryland return, while Bivio does not prepare it at all. So I would get more service from myICLUb for the same price.
You are basically correct Lucile. They are evenly priced if you buy all three pieces of myICLUB, if you don't buy state tax filing, then myICLUB is about $100 cheaper and if you don't buy IRS tax filing, myICLUB is about $200 cheaper. And e-filing is available.
Yes, e filing is important to our club also. Thursday Soaps, Tennessee. Also, it seems that Bivio is now more expensive that ICLUB or am I reading that wrong?
You are absolutely correct. However, it takes a lot of effort on your part for the IRS to come around to the conclusion that yes, indeed, you did file in a timely manner.
The light bulb came on for me just last year--at the start of the year file for an automatic extension of time to file. That way, no matter if you mail or e-file, you can file at your leisure without fear of being accused of filing late. At least if you file before September 15, which in most cases is easily achievable.
It doesn't matter how reliable or unreliable the USPS is. The IRS only requires that you show USPS proof of mailing (aka receipt by the USPS) of your tax return by the deadline to file. The IRS may think you haven't filed and try to fine you, but your USPS proof of mailing shows that you did mail your return by the deadline.
If you want more postal services for your one peace of mind, by all means purchase the one that tells you when the IRS got your return. You can also get a tracking number and follow your package along it's way. All of these services cost less than using FedEx to diver your return.
You may want to go this route until efiling happens.
E-filing is important to our club as well. We file in California and had to send in over a hundred pages for the state return. Since the usps is unreliable here, I used FedEx. Very expensive. I decided to retry the other major investing club
accounting service and I'm trying both this year. I prefer to stay with Bivio but paper filing is wasteful and not likely to be allowed much longer.
The delay in having a working tax return platform until late in the season was problematic as well. Hopefully this year will be easier and earlier.
Electronic filing must be your number one priority. IRS is not handling paper returns effectively or efficiently. The cost to file a paper return plus Bivio fees equals the Iclub accounting system. We raised the issue with our group. Please
consider that the treasures of the investment clubs are not going to want to use Bivio if electronic filing is not included immediately.
Please make this your priority. It is imperative to move to a more modern tax reporting system.
Thank you for your immediate attention to this matter. Our club likes the Bivio format but I for one do not want to go through another filing season without electronic filing.
Two Factor Authentication is high on our list. Any site that
collects personal and financial information should also
provide this basic security feature.
Len Delmolino
Massachusetts High Flyer Investment Club
Carole Jansen on
I realize that the IRS can sometimes be difficult. It was my experience (pre-Covid) that they backed off of the fine threat after I provided them with my USPS receipt of mailing (aka Certified Mail) and sent them a copy of our filing.
You are absolutely correct. However, it takes a lot of effort on your part for the IRS to come around to the conclusion that yes, indeed, you did file in a timely manner.
The light bulb came on for me just last year--at the start of the year file for an automatic extension of time to file. That way, no matter if you mail or e-file, you can file at your leisure without fear of being accused of filing late. At least if you file before September 15, which in most cases is easily achievable.
It doesn't matter how reliable or unreliable the USPS is. The IRS only requires that you show USPS proof of mailing (aka receipt by the USPS) of your tax return by the deadline to file. The IRS may think you haven't filed and try to fine you, but your USPS proof of mailing shows that you did mail your return by the deadline.
If you want more postal services for your one peace of mind, by all means purchase the one that tells you when the IRS got your return. You can also get a tracking number and follow your package along it's way. All of these services cost less than using FedEx to diver your return.
You may want to go this route until efiling happens.
E-filing is important to our club as well. We file in California and had to send in over a hundred pages for the state return. Since the usps is unreliable here, I used FedEx. Very expensive. I decided to retry the other major investing club
accounting service and I'm trying both this year. I prefer to stay with Bivio but paper filing is wasteful and not likely to be allowed much longer.
The delay in having a working tax return platform until late in the season was problematic as well. Hopefully this year will be easier and earlier.
Electronic filing must be your number one priority. IRS is not handling paper returns effectively or efficiently. The cost to file a paper return plus Bivio fees equals the Iclub accounting system. We raised the issue with our group. Please
consider that the treasures of the investment clubs are not going to want to use Bivio if electronic filing is not included immediately.
Please make this your priority. It is imperative to move to a more modern tax reporting system.
Thank you for your immediate attention to this matter. Our club likes the Bivio format but I for one do not want to go through another filing season without electronic filing.
Two Factor Authentication is high on our list. Any site that
collects personal and financial information should also
provide this basic security feature.
Len Delmolino
Massachusetts High Flyer Investment Club
Okay, I have printed out the comparison sheet from IClub. IClub: annual subscription is 87.99, federal tax 99.99 which equals $187.90. Bivio Economy annual subscription is $299 which does not include e filing. What am I not seeing?
You are basically correct Lucile. They are evenly priced if you buy all three pieces of myICLUB, if you don't buy state tax filing, then myICLUB is about $100 cheaper and if you don't buy IRS tax filing, myICLUB is about $200 cheaper. And e-filing is available.
Yes, e filing is important to our club also. Thursday Soaps, Tennessee. Also, it seems that Bivio is now more expensive that ICLUB or am I reading that wrong?
You are absolutely correct. However, it takes a lot of effort on your part for the IRS to come around to the conclusion that yes, indeed, you did file in a timely manner.
The light bulb came on for me just last year--at the start of the year file for an automatic extension of time to file. That way, no matter if you mail or e-file, you can file at your leisure without fear of being accused of filing late. At least if you file before September 15, which in most cases is easily achievable.
It doesn't matter how reliable or unreliable the USPS is. The IRS only requires that you show USPS proof of mailing (aka receipt by the USPS) of your tax return by the deadline to file. The IRS may think you haven't filed and try to fine you, but your USPS proof of mailing shows that you did mail your return by the deadline.
If you want more postal services for your one peace of mind, by all means purchase the one that tells you when the IRS got your return. You can also get a tracking number and follow your package along it's way. All of these services cost less than using FedEx to diver your return.
You may want to go this route until efiling happens.
E-filing is important to our club as well. We file in California and had to send in over a hundred pages for the state return. Since the usps is unreliable here, I used FedEx. Very expensive. I decided to retry the other major investing club
accounting service and I'm trying both this year. I prefer to stay with Bivio but paper filing is wasteful and not likely to be allowed much longer.
The delay in having a working tax return platform until late in the season was problematic as well. Hopefully this year will be easier and earlier.
Electronic filing must be your number one priority. IRS is not handling paper returns effectively or efficiently. The cost to file a paper return plus Bivio fees equals the Iclub accounting system. We raised the issue with our group. Please
consider that the treasures of the investment clubs are not going to want to use Bivio if electronic filing is not included immediately.
Please make this your priority. It is imperative to move to a more modern tax reporting system.
Thank you for your immediate attention to this matter. Our club likes the Bivio format but I for one do not want to go through another filing season without electronic filing.
Two Factor Authentication is high on our list. Any site that
collects personal and financial information should also
provide this basic security feature.
Len Delmolino
Massachusetts High Flyer Investment Club
Ashley Michelle on
Good morning,
Please unsubscribe me from this list serve.
Thank you,
Ashley Williams
On Sep 21, 2022, at 10:45 AM, Stuart Weissman via bivio.com <user*15236200001@bivio.com> wrote:
As long as we are updating our Bivio Wishlists, we store all of our SSGs, QRFs, meeting minutes, etc., in Bivio's files area. The interface to move the files into folders, or quite frankly, to perform any file maintenance is archaic, to say the least. Allowing FTP access or even to provide a simple way to be able to select more than one file at a time for deletion, or to be placed in a different folder would be extremely helpful.
Stu, Mad Loot Investment Club (going strong for 18 years now)
"Monthly report showing the dollar amount and percentage change of each stock (the single-most requested feature from our club's members for the last ten years)"
More specifics on this request are needed, such as $ and % change from when? last month? initial purchase? each purchase of that stock? And, why is this information wanted? If a club follows BetterInvesting guidelines then these aren't values used to determine sell or buy situations.
However, this is something easily done in Excel or Google Sheets and only requires minimal maintenance each month to keep updated.
This is my annual request for Bivio to add features:
- Monthly report showing the dollar amount and percentage
change of each stock (the single-most requested feature
from our club's members for the last ten years)
- More detailed reporting with more options
- Rather than invest in a whole new reporting system,
perhaps you could interface with an existing
reporting/graphing package, or supply pre-formatted Excel
spreadsheets
- Graphs, such as a line chart of club's Unit Value of time
- Including more states in the tax preparation software
(such as Massachusetts)
- Electronic filing of tax returns (This year, my Florida
investment club's Federal Tax Return is nearly 300 pages
long, due to K-1 Form's increased number of pages. I
understand that you don't control the format of the tax
return, but other investment club software do offer
electronic filing)
This is my annual request for Bivio to add features:
- Monthly report showing the dollar amount and percentage
change of each stock (the single-most requested feature
from our club's members for the last ten years)
- More detailed reporting with more options
- Rather than invest in a whole new reporting system,
perhaps you could interface with an existing
reporting/graphing package, or supply pre-formatted Excel
spreadsheets
- Graphs, such as a line chart of club's Unit Value of time
- Including more states in the tax preparation software
(such as Massachusetts)
- Electronic filing of tax returns (This year, my Florida
investment club's Federal Tax Return is nearly 300 pages
long, due to K-1 Form's increased number of pages. I
understand that you don't control the format of the tax
return, but other investment club software do offer
electronic filing)