Withdrawal Report
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Withdrawal Report I ran the taxes for my club and the K-1s only show the cash-out amount for members who fully withdrew from the club last year, not their tax basis. Another club member told me to run a "Withdrawal Report" for them to use with their taxes. How does one create a Withdrawal Report? Go to reports page. There is a blank space beneath the list of reports in black color. Under that blank space is Withdrawal reports colored blue. Be Well. Irina Sent from my iPad > On Mar 9, 2015, at 1:37 PM, Lawrence D Caldwell, Jr. <razorbackndc@gmail.com> wrote: > > I ran the taxes for my club and the K-1s only show the cash-out amount for members who fully withdrew from the club last year, not their tax basis. > > Another club member told me to run a "Withdrawal Report" for them to use with their taxes. How does one create a Withdrawal Report? Thank you!! LDC On Mon, Mar 9, 2015 at 1:49 PM, Irina Clements <irina39@verizon.net> wrote: > Go to reports page. There is a blank space beneath the list of reports in black color. Under that blank space is Withdrawal reports colored blue. > > Be Well. Irina Sent from my iPad > >> On Mar 9, 2015, at 1:37 PM, Lawrence D Caldwell, Jr. <razorbackndc@gmail.com> wrote: >> >> I ran the taxes for my club and the K-1s only show the cash-out amount for members who fully withdrew from the club last year, not their tax basis. >> >> Another club member told me to run a "Withdrawal Report" for them to use with their taxes. How does one create a Withdrawal Report? Do we need to create this withdrawal report for everyone who withdrew any money or just for those who withdraw their entire investment in the club? Thanks! Robert Fecher COIn Treasurer On Mon, Mar 9, 2015 at 1:49 PM, Irina Clements <irina39@verizon.net> wrote: Go to reports page. There is a blank space beneath the list of reports in black color. Under that blank space is Withdrawal reports colored blue.
Robert, Once you run a Withdrawal Report for someone who has left the club, or has done a partial withdrawal, click the "Help" button on the top right and it will give a you a lot of great info about the report. Hope that helps. Dale On Mon, Mar 9, 2015 at 2:53 PM, Laurie Frederiksen <laurie@bivio.biz> wrote:
Laurie, Here's a suggestion: Add to the tax printer any Withdraw Reports for the year as links, or even make them part of the partner's K-1 PDF download. Rich Hill Book Readers Investment Group From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of L. Dale Caldwell Robert,
Once you run a Withdrawal Report for someone who has left the club, or has done a partial withdrawal, click the "Help" button on the top right and it will give a you a lot of great info about the report.
Hope that helps.
Dale On Mon, Mar 9, 2015 at 2:53 PM, Laurie Frederiksen <laurie@bivio.biz> wrote:
On Mon, Mar 9, 2015 at 3:40 PM, Rich Hill <RHill7@carolina.rr.com> wrote:
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