NY State Tax Program Released

Laurie Frederiksen on

The NY State tax program has now been approved and released.

If your club or any of your members reside in NY. You need to file NY state partnership tax forms as well as Federal taxes.

Laurie Frederiksen
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Roland M. Barrett on

Are there any plans to include Massachusetts at some point in the future?

Roland

Roland M. Barrett

DDIC Treasurer

Phone 508-478-3192

Cell 508-826-5847

email: barrettr@comcast.net

From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of Laurie Frederiksen
Sent: Thursday, February 22, 2018 12:33 PM
To: The Club Cafe
Subject: [club_cafe] NY State Tax Program Released

The NY State tax program has now been approved and released.

If your club or any of your members reside in NY. You need to file NY state partnership tax forms as well as Federal taxes.

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

Kim Berry on

Just to confirm, the NY state partnership tax form is IT-204, yes?

On Thu, Feb 22, 2018 at 12:33 PM, Laurie Frederiksen <laurie@bivio.biz> wrote:

The NY State tax program has now been approved and released.
If your club or any of your members reside in NY. You need to file NY state partnership tax forms as well as Federal taxes.
Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivi
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe

ira smilovitz on

Yes.

Ira Smilovitz

On Sat, Feb 24, 2018 at 8:39 AM, Kim Berry via bivio.com <user*36387200001@bivio.com> wrote:

Just to confirm, the NY state partnership tax form is IT-204, yes?

On Thu, Feb 22, 2018 at 12:33 PM, Laurie Frederiksen <laurie@bivio.biz> wrote:
The NY State tax program has now been approved and released.
If your club or any of your members reside in NY. You need to file NY state partnership tax forms as well as Federal taxes.
Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivi
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe

Rere Pruitt on

Question

There is a qualified dividend on the 1099. Transaction date 1/18/2018 e ith the EX-dividend date of 12/28/2017.

But it is not on my bivio reconcile step 2..

Tried to add a new and it didn't let me.

What do I do?

On Feb 22, 2018 11:39 AM, "Laurie Frederiksen" <laurie@bivio.biz> wrote:

The NY State tax program has now been approved and released.
If your club or any of your members reside in NY. You need to file NY state partnership tax forms as well as Federal taxes.
Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivi
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe

ira smilovitz on

Send a request to support@bivio.com with the details of the transaction as reported by the broker.

Ira Smilovitz

On Sat, Feb 24, 2018 at 7:02 PM, Rere Pruitt via bivio.com <user*36035800001@bivio.com> wrote:

Question
There is a qualified dividend on the 1099. Transaction date 1/18/2018 e ith the EX-dividend date of 12/28/2017.

But it is not on my bivio reconcile step 2..

Tried to add a new and it didn't let me.

What do I do?

On Feb 22, 2018 11:39 AM, "Laurie Frederiksen" <laurie@bivio.biz> wrote:
The NY State tax program has now been approved and released.
If your club or any of your members reside in NY. You need to file NY state partnership tax forms as well as Federal taxes.
Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivi
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe

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