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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
2 messages
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
State filing in Nevada?
Does anyone know if you need to file a state return for clubs established in Nevada? Thanks for your help! Scott Reina
2 messages
Tax question; Form 8893
Hello, My apologies if this has already been asked and answered, but I am taking the tax interview and I see a question that I do not remember from past years. It reads: Did the partnership file Form 8893 for partnership-level tax treatment? The box ...
2 messages
Adjustment Entries on the Schedule D Review Form
There is some confusion about the adjustment entries you can make when you work through the Schedule D review form. When your broker reports a cost basis in a 1099 "covered" category you need to make sure that the amount in the cost basis column ...
3 messages
Include copy of 1099 from TDAmeritrade with 1065 to IRS???
Do we include a copy of the Form 1099 from TDAmeritrade with our 1065? Thanks!
3 messages
how to make adjustments in BIVIO to match 1099
BIVIO uses FIFO when selling mutual funds. Our brokers uses average cost method for mutual fund sales. A lot of mail here says "need to make an adjustment in BIVIO" to match broker. Is there a help page that shows how to make adjustments? OR ...
2 messages
10 Facts About Capital Gains and Losses
Capital gains and losses are front and center this tax season with the new reporting requirements. Here's some basic facts every investor should know from our friends at the IRS: 10 Facts About Capital Gains and Losses Laurie Frederiksen Invest with your friends! www.bivio.com Become ...
1 message