Tax Question
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Tax Question What does the box that says "Expert Taxes"mean? Do I check that? Hi Lillian, It is fine to check that box. When the tax program is ready and you prepare your taxes, it will allow you to see links to each of the forms individually. Laurie Frederiksen
Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio Follow us on twitter! www.twitter.com/bivio Follow Us on Google+ Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe On Sat, Feb 16, 2013 at 10:12 AM, Lillian G. Caldwell <kittiecaldwell@gmail.com> wrote: What does the box that says "Expert Taxes"mean? Do I check .Thanks! You are great. I just did not remember. I have my 1099 and all looks good so far. Just waiting to compare with Bivio On Sat, Feb 16, 2013 at 11:26 AM, Laurie Frederiksen <laurie@bivio.biz> wrote: Hi Lillian, There is really nothing to wait for if you have your 1099's. You can get the bulk of the work done that will need to be done to prepare your taxes right now. If you really want to be ready when the tax program is released, I'd recommend you check your 1099 against your bivio reports now. Your ordinary dividend amount and interest shown on your 1099 should agree with the amount shown on the bivio income statement. Your capital gains and losses and details of each transaction on your 1099 should also agree with what you will find on the bivio capital gains reports. If all those things agree, your tax preparation will go very quickly. If they don't the sooner you can get them sorted out, the better. We are already seeing some strange stuff on some of the 1099's we have seen. Brokers are making mistakes on them. You don't want a delay in filing your taxes because you have to wait for them to reissue a corrected one. Laurie Frederiksen
Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio Follow us on twitter! www.twitter.com/bivio Follow Us on Google+ Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe On Sat, Feb 16, 2013 at 12:44 PM, Kittie Caldwell <kittiecaldwell@gmail.com> wrote: .Thanks! You are great. I just did not remember. I have my 1099 and all looks good so far. Just waiting to compare with Bivio We are a new club in 2012 and have less than $10 in
interest/dividends and so TD Ameritrade will not be issuing a 1099. What
do we do?
Amy Carlson From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of Laurie Frederiksen Sent: Saturday, February 16, 2013 10:43 AM To: club_cafe@bivio.com Subject: Re: [club_cafe] Tax Question Your ordinary dividend amount and interest shown on your 1099 should agree with the amount shown on the bivio income statement. Your capital gains and losses and details of each transaction on your 1099 should also agree with what you will find on the bivio capital gains reports. If all those things agree, your tax preparation will go very quickly. If they don't the sooner you can get them sorted out, the better. We are already seeing some strange stuff on some of the 1099's we have seen. Brokers are making mistakes on them. You don't want a delay in filing your taxes because you have to wait for them to reissue a corrected one. Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio Follow us on twitter! www.twitter.com/bivio Follow Us on Google+ Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe On Sat, Feb 16, 2013 at 12:44 PM, Kittie Caldwell <kittiecaldwell@gmail.com> wrote: .Thanks! You are great. I just did not remember. I have my 1099 and all looks good so far. Just waiting to compare with Bivio You will still need to prepare and file a tax form. Just make sure your bivio records are reconciled to your brokerage statements so the information on your tax forms is correct. You still have to report income even if your broker doesn't send you a 1099. <g> Laurie Frederiksen
Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio Follow us on twitter! www.twitter.com/bivio Follow Us on Google+ Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe On Sat, Feb 16, 2013 at 1:47 PM, Amy Carlson wrote:
Laurie,
Thanks, we have already reconciled our brokerage account with
the Bivio records.
So, do we just wait until your program is ready for us to file
our taxes?
Amy From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of Laurie Frederiksen Sent: Saturday, February 16, 2013 10:54 AM To: club_cafe@bivio.com Subject: Re: [club_cafe] Tax Question <g> Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio Follow us on twitter! www.twitter.com/bivio Follow Us on Google+ Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe On Sat, Feb 16, 2013 at 1:47 PM, Amy Carlson wrote:
Yes. Laurie Frederiksen
Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio Follow us on twitter! www.twitter.com/bivio Follow Us on Google+ Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe On Sat, Feb 16, 2013 at 2:01 PM, Amy Carlson wrote:
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