As a first year filer, our club is seeking some guidance regarding our Pennsylvania state filing (we formed January 18, 2012). 1. Should the federal 1065 and K1's be included with our state informational mailing? After completing some reading on the PA website, it appears ...
Bivions, For shareholders and stock watchers of Cognizant Technology (CTSH), here's a look at our points of view stock study diligence on the company: http://expectingalpha.com/2013/02/14/cognizant-technology-ctsh/ Let us know if you have questions or would like to see another company under the analysis scope. Best regards, ...
I have a question regarding ETF dividends. Our 1099 from TD Ameritrade indicates that a portion of each ETF dividend is "nonqualified" while a larger amount is listed as "qualified". (For example, a dividend of $11.64 is shown as $10.34 qualified and $1.30 nonqualified.) Can ...
The 2012 Tax Program is Released! We have been working very diligently to incorporate the last minute changes to the investment club tax program. It is now available for you to use if you go to Accounting>Taxes. There are some significant changes this year. You ...
Manifest Investing maintains several special portfolios to give you different perspectives on investing and ideas for your investment clubs. What's the purpose of each of them? How can you use them to generate ideas and stay on top of your favorite stocks? Tonight Mark Robertson ...
One of the reasons for the time it is taking to release the tax program this year is the inclusion of a new form called an 8949. Information on this form will need to agree with the 1099-B forms you will receive from your broker. ...
Thank you. In a message dated 2/16/2013 11:29:48 A.M. Eastern Standard Time, laurie@bivio.biz writes: https://www.bivio.com/trez_talk/mail-thread?p=69428600003
Are there any articles on using stocks for payout on departing members. Advantages and disadvantages including taxes. Appreciate the information. Pari1michal@aol.com
I entered the spin off myself, but now while preparing to do taxes, (I ran a valuation statement for 12/31/2012) Krft is showing double the amount of shares. We should have 36 after the spin off. Our records, after my entry back in Oct, seemed ...
Five companies. You decide whether they've got another ignition stage, of if " Houston has a problem" or if any form of flame out is imminent. http://expectingalpha.com/2013/02/15/roman-candles-cruise-missiles/ Maybe it's Valentine's Day afterglow, but I'm more than a little partial to Francesca's (FRAN) so far ... ...
We are planning on changing our stock broker after start of new year (2013). We will ask our current broker to transfer all shares to the new broker. For cash, we will write a check drawn on the old account and deposit into the new ...
We're meeting tonight. When can I tell them they will have their tax forms.. It would be nice to be able to print them out tonight before the meeting. Thanks, Deb