Our club is trying to decide if we should sell some stocks
before the end of the year. Is there a way to generate a
report of all stocks sold during the calendar (tax) year
with their gains and losses so we can easily figure out if
we are in a gain or loss state for taxes? We would like to
show a ltax loss for the year, though we have no objeciton
to making money in the long term!

Marcia

Hi Marcia,
Try looking at the 'Member Tax Allocation Report' for the break-down on the
year.

Brian
----- Original Message -----
From: "Marcia Meltzer" <himarcia@bivio.com>
To: <club_cafe@bivio.com>
Sent: Sunday, November 16, 2003 2:11 PM
Subject: club_cafe: Taxes YTD


> Our club is trying to decide if we should sell some stocks
> before the end of the year. Is there a way to generate a
> report of all stocks sold during the calendar (tax) year
> with their gains and losses so we can easily figure out if
> we are in a gain or loss state for taxes? We would like to
> show a ltax loss for the year, though we have no objeciton
> to making money in the long term!
>
> Marcia
>

Also look at Capital Gain and Lose Report
----- Original Message -----
From: "Lancaster" <biglan25@hotmail.com>
To: "The Club Cafe" <club_cafe@bivio.com>
Sent: Sunday, November 16, 2003 7:34 PM
Subject: Re: club_cafe: Taxes YTD


> Hi Marcia,
> Try looking at the 'Member Tax Allocation Report' for the break-down on
the
> year.
>
> Brian
> ----- Original Message -----
> From: "Marcia Meltzer" <himarcia@bivio.com>
> To: <club_cafe@bivio.com>
> Sent: Sunday, November 16, 2003 2:11 PM
> Subject: club_cafe: Taxes YTD
>
>
> > Our club is trying to decide if we should sell some stocks
> > before the end of the year. Is there a way to generate a
> > report of all stocks sold during the calendar (tax) year
> > with their gains and losses so we can easily figure out if
> > we are in a gain or loss state for taxes? We would like to
> > show a ltax loss for the year, though we have no objeciton
> > to making money in the long term!
> >
> > Marcia
> >
>