Aw, shucks. Thanks to all for their good wishes. Ira Smilovitz In a message dated 3/1/2012 10:36:48 A.M. Eastern Standard Time, laurie@bivio.biz writes: Hey Everyone, It's Ira's birthday today. I have a feeling there are a lot of you out there who might want to ...
Hey Everyone, It's Ira's birthday today. I have a feeling there are a lot of you out there who might want to share the opportunity to send good wishes to someone who does so much for investment clubs and for club treasurers. Happy Birthday Ira ...
Good Morning Everyone, We get a lot of questions as clubs do their taxes about Qualified dividend amounts. Just a reminder that one of the requirements for a dividend to be considered qualified is that you hold the stock that pays it for more than ...
You are entering something incorrectly. There is no problem e-filing a return with K-1 data that is entered correctly. I would contact HRBlock support and ask them what you're doing wrong. Leaving off the K-1 will earn you two letters: one from the IRS and ...
our club had a long term capital loss this year. when trying to do my taxes i get a message error on HR block software that states that i cannot e-file when my K1 has a 0 on three lines which we do with the ...
Laurie, I'm hoping you can provide some direction for our club regarding reconciliation of accounting errors. Several months ago our 4 year old club discovered that our bivio balance vs our scottrade balance no longer agree. Specifically, our bivio balance is $400.00 less than our ...
We just started a new club and all of the members have made contributions to the account. The money is in a interest account until we decide on what to purchase. The interest account has a gain of 01 cent for the total amount of ...
On the NJ return you do not submit any K-1s to the state. The K-1 information is included in the Partners Directory. You must include all partners regardless of where they are resident. All partners must receive a copy of their NJK-1 regardless of where ...
Hello Everyone, All of those of you who had shares of Alcon which was merged with Novartis last year were involved in a very complicated transaction. It was a cash plus stock merger and it was made more complicated because it was between foreign companies. ...
Rip is right. My error. That's what happens when you rely on faulty memory. Ira Smilovitz In a message dated 2/27/2012 10:29:14 P.M. Eastern Standard Time, ripwest@comcast.net writes: Ira, I always thought that you had to file a MO partnership return if you had a ...
Why is it that you can't tag one email address to multiple accounts to being them online? For example, if you are a parent who has children who are also in the club, you need to access their K-1 as well, but if you don't ...
I have written this request before and just learned tonight that one of our members still has not successfully gotten online with Bivio.com. she enters her id, then it asks for a password and she puts it in and the box goes blank, then pops ...
Missouri doesn't require you to file unless your club is registered in MO. Ira Smilovitz In a message dated 2/22/2012 11:59:55 A.M. Eastern Standard Time, kayack@swbell.net writes: Do you know how hard it would be to do the Missouri state tax? We have someone from ...
We gave a partner a full withdrawal check in Dec 2011 but she did not cash it until Jan 2012. Hence, Bivio shows the cash level is lower than our brokerage statement. How do we reconcile this for our 2011 tax filing? Or, does this ...