Return of Capital
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Return of Capital NUSI has most of it's dividend as return of capital. I can't find where to enter ROC anywhere on BIVIO. Thank you, Rich Spina Sent from Mail for Windows Try going to Accounting / Investments Select 'Transactions' for the investment in question With the Yellow Circle icons, select Income Under Distribution Amounts there is a pull down for selecting Income Type Return of Capital will be on that list. s
Rich, Have you gone to the Help page and looked at the topic reclassifying dividends? Just an idea, not sure if it will help your situation. Jeri Morgan Mutual Investors Group of Cheney From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of Rich Spina via bivio.com NUSI has most of it's dividend as return of capital. I can't find where to enter ROC anywhere on BIVIO. Thank you, Rich Spina Sent from Mail for Windows Jeri, Your reply does help, except I'm not able to split the dividend. I only have one choice. Thanks, Rich Sent from Mail for Windows From: Jeri Morgan via bivio.com Rich, Have you gone to the Help page and looked at the topic reclassifying dividends? Just an idea, not sure if it will help your situation. Jeri Morgan Mutual Investors Group of Cheney
From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of Rich Spina via bivio.com
NUSI has most of it's dividend as return of capital. I can't find where to enter ROC anywhere on BIVIO.
Thank you, Rich Spina
Sent from Mail for Windows
Enter your dividend making it look like a qualified dividend and save it. Then edit the transaction and you will find a form with "Select Income Type" as an option. In that dropdown you will find "Non-dividend distribution/Return of Capital". Joe
Hi Rich, Your club's dividend entries are somewhat different because of your DRIP investing. Send an email to support@bivio.com and we can help reclassify the dividend. Becky Kruse bivio |
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