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 ...
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 ...
The recording of the webinar we recently did on Getting Ready for Tax Season 2012 is now posted. You can find it posted at www.bivio.com/clubmm or on YouTube at http://youtu.be/qtPG0XPaZ5g Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio Follow us on ...
The tax program has been adjusted so that it will now report information from cash plus stock mergers such as MHS-ESRX and CHSI-CTRX correctly on the new form 8949. If your club owned a stock which went through such a merger, use the Schedule D ...
For those who would like to learn how to do their club taxes for this year or would like to learn how to handle the new Schedule D review form, the recording of our recent webinar on preparing your investment club taxes is now posted ...
I received an amended tax form from TD Ameritrade that changed our 145.35 4/10/12 dividend from Armstrong World Industries, Inc (AWI) to 43.95 being a qualified dividend and the rest, 101.40 as a nondividend distribution. I do not know what distribution type to choose. Can ...
Our broker has reported the cash distribution from the merger of Medco with Express Scripts as Long-term capital Gain -Box B. Bivio shows it as a Capital Gain distribution on line 14 of Schedule. Where should this properly be shown?
Interest received from a Broker should it stay in Interest or should it be posted in Dividend, I know a read a article on it out here on Bivio but I can't find it again. Thanks again for all you help. Georgine Gubbins
Posting this here in case others have the same problem. I sent to Bivio Support and am waiting for a response. According to the FAQ on the Inteliquent website, the special one-time cash dividend that IQNT paid on 10/30/2012 was subject to a NASDAQ rule ...
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 ...