Social Security Numbers

Zeta Creed on

Do we need to get the Social Security numbers for all partners to print the K1's or can we print the K1s and then have them add their social security number by hand?

This is our first year doing taxes.

Thanks Zeta
Keystone Investment Partners

Joe Farrell on

The Social Security number of each partner must be on the K-1 delivered to the IRS. Get it how you want, but the treasurer also needs a copy of the complete Form 1065 for the club’s records.

> On Feb 12, 2020, at 2:32 PM, Zeta Creed via bivio.com <user*37534300001@bivio.com> wrote:
>
> Do we need to get the Social Security numbers for all partners to print the K1's or can we print the K1s and then have them add their social security number by hand?
>
> This is our first year doing taxes.
>
> Thanks Zeta
> Keystone Investment Partners

ira smilovitz on

You will need to have the SSNs in order to complete the federal 1065 in bivio. You will not be allowed to complete and print the return without the SSNs entered in the software.

Ira Smilovitz

On Wed, Feb 12, 2020 at 3:43 PM Joe Farrell via bivio.com <user*14102900001@bivio.com> wrote:

The Social Security number of each partner must be on the K-1 delivered to the IRS. Get it how you want, but the treasurer also needs a copy of the complete Form 1065 for the club's records.

> On Feb 12, 2020, at 2:32 PM, Zeta Creed via bivio.com <user*37534300001@bivio.com> wrote:
>
> Do we need to get the Social Security numbers for all partners to print the K1's or can we print the K1s and then have them add their social security number by hand?
>
> This is our first year doing taxes.
>
> Thanks Zeta
> Keystone Investment Partners

V Johnson on

Is Bivio ready for the 2019 tax process to begin?

On Wed, Feb 12, 2020 at 3:47 PM ira smilovitz via bivio.com <user*2883400001@bivio.com> wrote:

You will need to have the SSNs in order to complete the federal 1065 in bivio. You will not be allowed to complete and print the return without the SSNs entered in the software.

Ira Smilovitz

On Wed, Feb 12, 2020 at 3:43 PM Joe Farrell via bivio.com <user*14102900001@bivio.com> wrote:
The Social Security number of each partner must be on the K-1 delivered to the IRS. Get it how you want, but the treasurer also needs a copy of the complete Form 1065 for the club's records.

> On Feb 12, 2020, at 2:32 PM, Zeta Creed via bivio.com <user*37534300001@bivio.com> wrote:
>
> Do we need to get the Social Security numbers for all partners to print the K1's or can we print the K1s and then have them add their social security number by hand?
>
> This is our first year doing taxes.
>
> Thanks Zeta
> Keystone Investment Partners

ira smilovitz on

Not yet, but very soon.

Ira Smilovitz

On Wed, Feb 12, 2020 at 3:50 PM V Johnson via bivio.com <user*37873600001@bivio.com> wrote:

Is Bivio ready for the 2019 tax process to begin?

On Wed, Feb 12, 2020 at 3:47 PM ira smilovitz via bivio.com <user*2883400001@bivio.com> wrote:
You will need to have the SSNs in order to complete the federal 1065 in bivio. You will not be allowed to complete and print the return without the SSNs entered in the software.

Ira Smilovitz

On Wed, Feb 12, 2020 at 3:43 PM Joe Farrell via bivio.com <user*14102900001@bivio.com> wrote:
The Social Security number of each partner must be on the K-1 delivered to the IRS. Get it how you want, but the treasurer also needs a copy of the complete Form 1065 for the club's records.

> On Feb 12, 2020, at 2:32 PM, Zeta Creed via bivio.com <user*37534300001@bivio.com> wrote:
>
> Do we need to get the Social Security numbers for all partners to print the K1's or can we print the K1s and then have them add their social security number by hand?
>
> This is our first year doing taxes.
>
> Thanks Zeta
> Keystone Investment Partners

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