Thank you to Laurie, Ira, everyone in BIVIO Customer
Support, including all those wonderful software people who
maintain and update BIVIO software!! Despite the tons of
question repeats, and frantic folks/Treasurers, you did a
remarkable job of getting the job done, and never lost your
composure. It's a pleasure to work with all of you!
Lynda Feit
TERIC Club Treasurer
Frances Prescott on
Today is Thursday, March 3 and still unable to do club
taxes. I see others have been able to do their returns.
what am i doing wrong?
Balaji Mohan on
I see a lot of them finishing their club taxes, This is my first time and Im struggling to match the numbers between my Bivio 1099B and Brokerage 1099. Can anyone pls help ?
I see a lot of them finishing their club taxes, This is my first time and Im struggling to match the numbers between my Bivio 1099B and Brokerage 1099. Can anyone pls help ?
Today is Thursday, March 3 and still unable to do club
taxes. I see others have been able to do their returns.
what am i doing wrong?
Balaji Mohan on
Thanks for responding
As a part of our Audit we went through the 2021 transactions and found that we were some missing transactions. So we went line by line comparing brokerage transactions to Bivio and filled in missing transaction. Equity buy and sell is all good but adding options spreads are causing issues.
I see a lot of them finishing their club taxes, This is my first time and Im struggling to match the numbers between my Bivio 1099B and Brokerage 1099. Can anyone pls help ?
Today is Thursday, March 3 and still unable to do club
taxes. I see others have been able to do their returns.
what am i doing wrong?
Kevin Gillogly on
Our club does not get involved in options so I can't help you with that. But review the bivio webinar and follow the audit procedures outlined in the webinar. But if your options disagree then that might be the problem. But again I know next to nothing about options and am not a tax expert just a humble club Treasurer.
As a part of our Audit we went through the 2021 transactions and found that we were some missing transactions. So we went line by line comparing brokerage transactions to Bivio and filled in missing transaction. Equity buy and sell is all good but adding options spreads are causing issues.
I see a lot of them finishing their club taxes, This is my first time and Im struggling to match the numbers between my Bivio 1099B and Brokerage 1099. Can anyone pls help ?
Our club does not get involved in options so I can't help you with that. But review the bivio webinar and follow the audit procedures outlined in the webinar. But if your options disagree then that might be the problem. But again I know next to nothing about options and am not a tax expert just a humble club Treasurer.
As a part of our Audit we went through the 2021 transactions and found that we were some missing transactions. So we went line by line comparing brokerage transactions to Bivio and filled in missing transaction. Equity buy and sell is all good but adding options spreads are causing issues.
I see a lot of them finishing their club taxes, This is my first time and Im struggling to match the numbers between my Bivio 1099B and Brokerage 1099. Can anyone pls help ?