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Qualified Dividend Amounts Don't Agree With 1099's
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 ...
1 message
taxes
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 ...
1 message
taxes
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 ...
2 messages
how to reconcile a $400 error on bivio
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 ...
2 messages
Account Interest
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 ...
2 messages
Tax Related Question
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 ...
4 messages
Alcon Novartis Merger
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. ...
1 message
Personal *******Re: [club_cafe] Hot Off the Press!
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 ...
1 message
K-1 access
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 ...
2 messages
same member
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 ...
3 messages
Hot Off the Press!
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 ...
4 messages
Reconciling timing of partner's full cash withdrawal across tax years
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 ...
3 messages
club cafe questions
How do we stop getting questions sent to our emails? Thank You John Bilello
2 messages
reconciling accounting errors in bivio
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 actual ...
3 messages
Audit Form pretty critical element
hi. I hope someone is working on correcting the issue of the missing Audit Form . i already had one printed from some previous event, but wrote all over it durignthe webinar. webinar very helpful extremely important to have the audit form down loadable. deannie
5 messages