My K-1, Part II, Box 13 has the code "K" and the number "1". Instructions for the K-1 form indicate the amount in Box 13 should be entered on Schedule A, Line 23. What does the "1" represent? It just doesn't seem to make sense ...
Hope everyone saw the bulletin about this offer that went out yesterday! If not, here's the details: http://www.bivio.com/hn/ETrade_Special_Offer_1.html We're very excited to have partnered with E*Trade to bring you this. It continues our goal of making sure you can operate your club in the most ...
Tonight's Dashboard Diagnostics session will focus on the "Heavy Hogs". These are the stocks that have been most frequently chosen for the 2012 Manifest Investing Groundhog Contest that just started. You can see a list of them here: http://www.manifestinvesting.com/dashboards/public/heavy-hogs-2012 It's a good place to get ...
Was the above event taped for later viewing? I heard about it after the fact and would have liked to have attended. Is there a way to get the slides or text after the fact? Thank you, Judy Remiszewski jremisz3@gmail.com
Hi, Laurie. I know that the cost basis from last year is not being reported to the IRS but ours has a large discrepancy when compared to our bivio cost basis report, all related to a sale of a stock (AIB) that dropped off the ...
In a message dated 2/11/2006 2:33:35 P.M. Eastern Standard Time, kdierking@bivio.com writes: I not certain about whether to make the consolidated audit election and file Form 8893 for our investment club with 10 members. Assuming we decide to do so, is the form and signatures ...
Why was our SCH B Line 5 "Did the partnership file Form 8893, Election of Partnership Level Tax Treatment, or an election statement under section 6231(a)(1)(B)(ii) for partnership-level tax treatment, that is in effect for this tax year? See Form 8893 for more details " ...
Dear Sharon, Whether or not you need to enter information on the opening balances screens depends on how you were doing your accounting prior to switching to bivio. If you were using another accounting program, you would normally bypass them and read in all your ...
The completed NY Tax Document includes both NY (Partnership Return) IT-204 AND (NY Partner's Schedule K-1) IT-204-IP. Question: Do I send BOTH IT-204 AND IT-204-IP to NY State Processing Center or just IT-204??? Thanks in advance
We have received a check for a class action settlement on a stock that we sold for losses in 2007 and 2009. I do not see a way to enter this money into Bivio for appropriate tax handing. Anyone know how to do it?
You may be. Our SSG projects 10% growth (probably a lot less than AAPL will achieve), uses the average of the lowest 5 of 10 PE ratios (rather than the average of the last 5), and TTM EPS of 35.11. We have a buy up ...
I am curious about the avenues clubs have pursued for registration of fictitious name of their partnership. This is a requirement in Pennsylvania (PA Dept of State). Two notifications are required, both rather expensive when published in local newspapers "legal notice" section. Has any club ...
Was the above event taped for later viewing? I heard about it after the fact and would have liked to have attended. Is there a way to get the slides or text after the fact? Thank you, Judy Remiszewski jremisz3@gmail.com
In a message dated 3/7/2012 7:49:16 P.M. Eastern Standard Time, sgrahamcook@gmail.com writes: I am still in the trial period, but my club has committed to transferring our books (done by hand by me for the last 16 years) to online accounting through Bivio. I have ...