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Return of Capital
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 ...
5 messages
1099 & K-1
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 ...
1 message
Form 1065 Questions
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 ...
2 messages
Challenge Club Meeting Tonight!
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! ...
1 message
schedule K-1's
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
2 messages
How do withdrawn club memebers access their Schedule K-1's on...
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 ...
1 message
How do withdrawn club memebers access their Schedule K-1's online?
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
1 message
Exciting News Coming!
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 ...
1 message
Valuation Statement
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!
1 message
Dashboard Diagnostics-Valentines Edition!
Happy Valentines Day everyone! If you are looking for something to do for a romantic evening, there will be a special Valentine edition of Dashboard Diagnostics online tonight at 8:30 ET. Mark Robertson from Manifest Investing will be reviewing the portfolio of a real investment ...
1 message
AIRR and IRR
For the dates 1/1/2011 to 12/31/2011 under Reports - Performance Benchmark our club had a IRR 17.4% return; under Reports - Investment Performance our club had a AIRR 81.0% return. What is the difference between AIRR and IRR and what do these numbers mean? Thanks ...
2 messages
Tax Webinar Tonight
Good morning everyone, Just a reminder that we are doing another webinar tonight on "Preparing Your Investment Club Taxes". From the questions we are getting, it sounds like 1099's are finally becoming available so now is a great time to get your club taxes done. ...
2 messages
Why you should wait for your 1099 - end of year txns
Every year Laurie, I and several others counsel club treasurers to wait for their 1099s to arrive before completing their tax returns. Here's a personal anecdote to reinforce that advice. I prepared a preliminary copy of my club's 1065 and anticipated distributing the K-1s at ...
1 message
Explanation of Stock Data Changes
I am aware that the stock data downloaded from Better Investing for use in Toolkit 6 has been "adjusted" or "normalized". What I would like to know is whether, as a subscriber to this data, there is a website where I can learn what adjustments ...
4 messages
Massachusetts Tax Confusion
I am preparing from 3 and form 3-K for Massachusetts taxes. We have had some withdrawals from the club and I am puzzled as to how to record the distributions on the individual form 3-Ks. There is no place for doing this on the form. ...
3 messages