Tax forms

Dennis Brown on

Are there any updates on availability?
Thanks and regards

Laurie Frederiksen on

The tax program should be released next week.

There have been many changes and late information released from the IRS that affect this years tax program.

You can't use it until you receive your 1099 from your broker. If you already have that, you can get started now with the first three steps which are:

1. Do an audit to verify your club information is correct in bivio:

https://www.bivio.com/site-help/bp/Audit_Presentation_Help

2. Check your dividends reported on your 1099-DIV against the bivio 1099-DIV review report you can find on the Accounting>Reports page.

3. Check your capital gains and losses on your 1099-B against the bivio 1099-B review form you can find on the Accounting>Reports page.

That is the most time consuming of the tax prep process. If everything checks out correctly in the steps above, you'll be able to do your club taxes in a few minutes when the program is released.

Laurie Frederiksen
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On Thu, Feb 14, 2019 at 12:31 PM Dennis Brown via bivio.com <user*6213300001@bivio.com> wrote:

Are there any updates on availability?
Thanks and regards

James Selkirk on

Will the tax forms include a Schedule B (opt-out) option, to
print the club and member information?

Laurie Frederiksen on

Yes. That will be included in the tax program.

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, 2019 at 12:03 PM James Selkirk via bivio.com <user*26168700001@bivio.com> wrote:

Will the tax forms include a Schedule B (opt-out) option, to
print the club and member information?