Tax Forms

Leonard E. Douglass on

I just ran a draft copy of my investment club 1065 for
review. It included the 1065, Schedule D first page, 8949
2nd page, 17 K1s, and Schedule K.

I then went to the expert taxes Line and downloaded the
Schedule D, 8949, Portfolio Deductions, and distribution
reports. Only the 1st page of schedule D is in the
download, what happened to page 2? Only the 2nd page of
8949 is in the file, what happened to page 1?

Arggh! Help!

Len Douglass

Laurie Frederiksen on

Hi Len,

Any sales included in the covered categories for which you do not make any adjustments no longer have to be reported on form 8949. They go directly to the Schedule D.

And, only the pages of the 8949 where you have entries have to be included with your taxes.

So it is possible, and fine, to have only page 2 without page 1 of that form.

Laurie Frederiksen
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On Tue, Mar 4, 2014 at 8:22 PM, Leonard E. Douglass <pbco@comcast.net> wrote:

I just ran a draft copy of my investment club 1065 for
review. It included the 1065, Schedule D first page, 8949
2nd page, 17 K1s, and Schedule K.

I then went to the expert taxes Line and downloaded the
Schedule D, 8949, Portfolio Deductions, and distribution
reports. Only the 1st page of schedule D is in the
download, what happened to page 2? Only the 2nd page of
8949 is in the file, what happened to page 1?

Arggh! Help!

Len Douglass

VERNA D EDDY on

i have yet to get my info--seems so difficult--never had a
problem b/4 verna Eddy Lakeway investment club,lakeway
texas 78734

Laurie Frederiksen on

Dear Verna,

I'm not sure what your question or your issue is. Your club administrator has made your K-1 available if you login to your club and go to Accounting>Taxes.

If you need further help, please email us at support@bivio.com so we can get into more specifics on your account.

On Wed, Mar 12, 2014 at 7:23 PM, VERNA D EDDY wrote:

i have yet to get my info--seems so difficult--never had a
problem b/4 verna Eddy Lakeway investment club,lakeway
texas 78734

Verna Eddy on

got it thanks

On Wed, Mar 12, 2014 at 6:34 PM, Laurie Frederiksen <laurie@bivio.biz> wrote:

Dear Verna,

I'm not sure what your question or your issue is. Your club administrator has made your K-1 available if you login to your club and go to Accounting>Taxes.

If you need further help, please email us at support@bivio.com so we can get into more specifics on your account.

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 Wed, Mar 12, 2014 at 7:23 PM, VERNA D EDDY wrote:
i have yet to get my info--seems so difficult--never had a
problem b/4 verna Eddy Lakeway investment club,lakeway
texas 78734

Verna D. Eddy

Cell Phone 496-1396

Mail