Itemized Member Tax Basis Adjustments
HelpRegister |
Itemized Member Tax Basis Adjustments I'd like to have a report that shows an itemized list of changes to my tax basis in the club over the years. In addition to my cash investments in the club, I'd like to see the adjustments to my tax basis due to the annual tax allocations shown on the K-1 statements. I realize (and appreciate) that bivio doesn't account for this year end tax allocation through an actual distribution of units (as NCA v1.04 did). However the equivalent tax basis adjustment is still made and I don't see any report that shows these adjustements. If there's already a way to get this in bivio, please point me to it. If not, please consider this a request for such a report. Thanks, -Jim Thomas |
|