I'm sure this isn't a new question, but what records do I (as Treasurer) need to retain and for how long? I'm GUESSING that I need to retain both Federal and State tax returns "forever." It's copies of Treasurer Reports and Monthly Brokerage statements that ...
Afternoon, in last nights mail our Club recieved a K-1 from this fund. I am lost as to how to file the figures on the tax forms as this is our first fund that I have to deal with. Any help would be greatky appreciated. ...
Being someone who is enamored of playing with numbers and passionate about what I do, this article caught my eye. It discusses some things that wouldn't hurt any of us to step back and think about as investors. I thought some of you might find ...
For those investment clubs in New Jersey, New Jersey state taxes are now available for you to complete! -- Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio Follow us on twitter! www.twitter.com/bivio
NYS requires that partnerships with a NY resident partner file an IT-204 even if the partnership isn't registered in NY. You only have to report information about the NY resident partner. There is no NYC partnership return. Ira Smilovitz In a message dated 12/1/2011 11:05:28 ...
Good morning everyone, In case you missed it, the recording from last weeks Dashboard Diagnostics session is now posted. http://www.manifestinvesting.com/events/57-dashboard-diagnostics-february-14-2012 Mark Robertson's discussion about this clubs portfolio might give you some ideas you can apply to your own club portfolio. Anybody looking at AVAV? Apparently ...
We have one income item for 2011 that is categorized as "Return of Capital". In the year-end reports for 2011, however, I could not find this item listed in the Income report or in the Capital Gains report. Shouldn't this item be reflected somewhere in ...
Amounts and Dates for a Non-Qualified Dividend paid by LHO, listed on our 1099 provided by E-Trade does not match our Transaction History in BIVIO. E-Trade says thecompany declared the income should be claimed in 2011 even though we didn't receive the money in our ...
I've just generated our tax forms for 2011 and some of the results are different from what I expected. Question 6 on Schedule B is answered "Yes" - this is expected. However, Item F on Page 1 and Schedules L, M-1, and M-2 are filled ...
Hello everyone, Don't forget that the Manifest Investing Challenge Club meeting is tonight at 8:30PM ET. Everyone is invited and it's always a great discussion. You can register now to attend at www.bivio.com/club_cafe -- Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! ...
Our previous president passed away this past June, we need to obtain K-1's and don't know how. Went to page site and it states K-1's not available. How do we obtain these for our members? Josephine Spencer
Of course you can. Just print them and send/distribute. Ira Smilovitz In a message dated 2/20/2012 10:15:26 A.M. Eastern Standard Time, sandeep.mirani@gmail.com writes: If they cannot access their K-1's online, can a club officer/administrator send the schedule K-1's to them? Did not see any option ...
If they cannot access their K-1's online, can a club officer/administrator send the schedule K-1's to them? Did not see any option to do this as yet. Thanks, Sandeep
Good Morning Everyone, We're expecting to be able to announce something extra special for your clubs next week. If you want to be one of the first to find out what it is, make sure you and all of your club members have "liked" our ...
I've noticed that when we have a short position (i.e. sold a covered call), we don't get the "percent of total" column on the Valuation Statement. Is this a bug or a feature? Thanks!