Transferring stock to withdrawing member

Rita Roberts on

If I run a hypothetical withdrawal report using a
combination of stocks and cash as the member's payout, where
can I find the breakout of the adjusted cost basis for each
of the transferred stocks? I understand it is supposed to be
part of the withdrawal report, but the withdrawal report I'm
looking at doesn't show the breakout. Is there another
report I should be using?

Laurie Frederiksen on

Hi,

I'm not sure what you are looking at if you can't find the stock cost basis information. It is shown in the bottom section of a withdrawal report when you transfer stock.

Feel free to email support@bivio.com and we can get you more club specific answers to your questions.

Laurie Frederiksen
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