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IRS revised list of PBA (Principal Business Activity) Codes
I was reading the instructions for the 2012 Form 1065 and noticed under the "What's New" section that the IRS has a revised list of PBA codes. Code 523910, the code printed on our Form 1065, no longer exists. Code 523900 (Other Financial Investment Activities ...
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Cisco Systems (CSCO): Watch. Wonder. Wait.
Cisco Systems (CSCO) shareholders and stockwatchers: http://expectingalpha.com/2013/03/24/cisco-systems-csco-watch-wonder-wait/ Mark Robertson Manifest Investing
1 message
Schedlue D differs from 1099/8949
Laurie, For SEIIC, our 1099 and 8949 entries differ from the bivio produced Schedule D Part 2 Line 9 by $14, Is this a concern? Thanks, Marty Eckerle
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Triple Play Screening Results (3/19/2013)
Good morning, investors Some screening results: High return forecast with potential for P/E expansion and margin enhancement. Vera Bradley (VRA), Kohl's (KSS), United Health (UNH), Coach (COH) http://expectingalpha.com/2013/03/19/triple-play-screen-3192013/ Mark Robertson http://www.manifestinvesting.com Blog at http://expectingalpha.com
1 message
Paper Stock Certificates
Do any of you have any of these? Looks like they might become just another nostalgic collectors item soon. End Looming For Paper Certificates 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+ ...
3 messages
Paper Stock Certificates
Me too to Bob BigRigg's post. Fail. On Thu, Mar 14, 2013 at 10:11 AM, Laurie Frederiksen wrote: Do any of you have any of these? Looks like they might become just another nostalgic collectors item soon. End Looming For Paper Certificates Laurie Frederiksen Invest ...
1 message
Amended 1099's
It appears we are getting to the point in the year where some of you are receiving amended 1099 forms. Many times these show that an amount previously classified as a dividend is now being classified as a "non-dividend distribution" Usually this is a Return ...
3 messages
amended brokerage statements
We use Schwab for our brokerage. They issued an amended statement. How long will it take Bivio to update the 1065, so we can file an original 1065 instead of a 1065 and an amended. We need to have member ownerships correct as we have ...
4 messages
Scottrade Options Account Question
Has anyone used the Scottrade options account optionsfirst.com along with BIVIO account sync? If not what broker do you use with account sync? Thanks, Ira Haas Yankee Chapter Model Club
3 messages
New Option For Preparing State Tax Returns
Is your investment club in Arizona, Georgia, Indiana, Iowa, Kansas, Maryland, Massachusetts, Minnesota, Missouri, or Wisconsin? . If so, we are pleased to announce a new, cost effective option you can take advantage of to have your investment club state tax returns prepared. Ira Smilovitz ...
4 messages
change of ss# after filing
A member just notifited me after I'd filed our return that his social security number was incorrect. Must the club file an amended return?
6 messages
This Week's Update Stocks (AVAV,UNH,AET,QSII)
Take off that Dow All-Time High party hat and get back to work. Weekly study stocks: $ AVAV $ UNH $ AET $ QSII http://expectingalpha.com/2013/03/11/value-line-low-total-return-screen-3152013/ Mark Robertson Manifest Investing Blog: http://expectingalpha.com
1 message
ADR
My club is considering its first ADR buy, Yandex, are there any issues for record-keeping or tax records for this stock? Mary Fran Novak
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Taxes
We have discovered that a new member filed her taxes before receiving her K-1. Do you know what she needs to do about it? (Her K-1 is now ready.)
5 messages
Withdrawing member
Hi, we have a member who is withdrawing who has not paid into our club since april 2010. To calculate her valuation do we use this date (apr) or do we use the valuation as of the date of her withdrawal (dec 2012). Please advise!
2 messages