We are with TDAmeritrade and have been using Bivio for about
a year now, bought ADRE this last past year and when the
dividend came thru on Bivio it showed the full amount and
now with us receiving the 1099 statement from TdAmeritrade
it shows the original dividens have changed and some of that
amount is now long term capital gains. What is a person to
do now. I have search thoughout Bivio and have not found
anyting at all. Can someone explain this to me.

Thanks,

Georgine

Dear Georgine,

This is the case with certain types of investments. You don't know the
breakdown of income categories until the end of the year.

You will need to find the transaction and edit it into two parts.

If you'd like to email us at support@bivio.com, I'd be glad to give you the
specific directions you need.


        Laurie Frederiksen
        bivio Support

> We are with TDAmeritrade and have been using Bivio for about
> a year now, bought ADRE this last past year and when the
> dividend came thru on Bivio it showed the full amount and
> now with us receiving the 1099 statement from TdAmeritrade
> it shows the original dividens have changed and some of that
> amount is now long term capital gains. What is a person to
> do now. I have search thoughout Bivio and have not found
> anyting at all. Can someone explain this to me.
>
> Thanks,
>
> Georgine

Yes I would like to understand how to do this. What info do you need from
us.

Thanks a lot

Georgine

-----Original Message-----
From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of Laurie
Frederiksen
Sent: Monday, February 23, 2009 6:31 PM
To: 'The Club Cafe'
Subject: RE: club_cafe: Long Term Capital Gains

Dear Georgine,

This is the case with certain types of investments. You don't know the
breakdown of income categories until the end of the year.

You will need to find the transaction and edit it into two parts.

If you'd like to email us at support@bivio.com, I'd be glad to give you the
specific directions you need.


        Laurie Frederiksen
        bivio Support

> We are with TDAmeritrade and have been using Bivio for about
> a year now, bought ADRE this last past year and when the
> dividend came thru on Bivio it showed the full amount and
> now with us receiving the 1099 statement from TdAmeritrade
> it shows the original dividens have changed and some of that
> amount is now long term capital gains. What is a person to
> do now. I have search thoughout Bivio and have not found
> anyting at all. Can someone explain this to me.
>
> Thanks,
>
> Georgine

Yes I would like to know what has to be done. Please tell us what info you
need.

Thanks,

Georgine

-----Original Message-----
From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of Laurie
Frederiksen
Sent: Monday, February 23, 2009 6:31 PM
To: 'The Club Cafe'
Subject: RE: club_cafe: Long Term Capital Gains

Dear Georgine,

This is the case with certain types of investments. You don't know the
breakdown of income categories until the end of the year.

You will need to find the transaction and edit it into two parts.

If you'd like to email us at support@bivio.com, I'd be glad to give you the
specific directions you need.


        Laurie Frederiksen
        bivio Support

> We are with TDAmeritrade and have been using Bivio for about
> a year now, bought ADRE this last past year and when the
> dividend came thru on Bivio it showed the full amount and
> now with us receiving the 1099 statement from TdAmeritrade
> it shows the original dividens have changed and some of that
> amount is now long term capital gains. What is a person to
> do now. I have search thoughout Bivio and have not found
> anyting at all. Can someone explain this to me.
>
> Thanks,
>
> Georgine