In prior years, I was able to download the entire return as a file, and then each individual K-1 as separate files. I don't see that capability this year, only the entire return. How do I get each K-1 as an individual file? Thank you!
Bivio failed to pick up a fractional share of Neogen when it split 3 for 2. We received cash in lieu of .5 shares. Bivio will not let me add that cash when editing the split transaction. How can I add this amount? Further, our ...
One member of our club is the son-in-law of the of another member. Is this considered a "lineal descendent" for purposes of IRS definitions when filling out the form 1065 interview? They do not own more than 50% of the club together, so it should ...
I understand that paying withdrawing members in stock is the best option but how is this done with members that don't have brokerage accounts? Most of the members in my club are young and this is their first experience with investing. I'm sure this is ...
I filled out the questionnaire for generating our club taxes and checked that only two couples are related and listed as such on the questionnaire. However, when generating the K-1s, all members have the domestic partner box (H) checked. Is there a way to correct ...
We need a reconciliation because our broker (TDAmeritrade) 1099-B does not list a capital gain from a sale in 2013. From reading the Club Cafe notes I understand that this is because prior to 2011 the Broker was not required to track the Purchase Date ...
I understand that paying withdrawing members in stock is the best option but how is this done with members that don't have brokerage accounts? Most of the members in my club are young and this is their first experience with investing. I'm sure this is ...
Hi Connie, Yes. We can add this to our list. The best way to request new additions to the ticker research page is to email them to support@bivio.com We add stocks as we get requests for them. Laurie Frederiksen Invest with your friends! www.bivio.com Become ...
In preparing an audit report for my group I found 2 basis errors in owned securities. I changed the purchase transactions to correct to actual. Basis reports are accurate. Bad news is that I have apparently brought an ex-partner back into the fold All in ...
Obviously not the best place to get information on Cognizant today: Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio Follow us on twitter! www.twitter.com/bivio Follow Us on Google+ Click here to Subscribe to the Club Cafe email list. Click here to ...
From: Lynn Ostrem Sent: ‎Wednesday‎, ‎January‎ ‎29‎, ‎2014 ‎8‎:‎18‎ ‎AM To: The Club Cafe Hello John. I learned a long time ago not to get drawn into a public discussion about data! And even though I thought about it for 10 seconds, I wouldn't dare ...
Our Club has been around since 1987. Based on some IRS info from 1997, we have always considered ourselves to be grandfathered as an "Investment Partnership" which did not have to submit 1065's or K-1's either for the club or members. Now that we are ...