Speaking of state taxes The Colorado tax prep program is now available for anyone who needs it. -- 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
Hello, Our Club signed up for a Club BetterInvesting Membership. As part of that process, two individual members also joined and the membership dues were paid through the Club account at the same time as the Club membership. THe individual members paid for their own ...
Hello, I know I am asking alot of questions here, but it's tax time, and things must be correct! 1. In 2010, our club paid $80 for bond insurance for our club portfolio, from our brokerage cash account. In reviewing the transaction, I handled it ...
Thank you, I ran the reports and it does group a few together, but I basically had to go through and add them all up. Is there a different heading I could list the fees under so they show up on Bivio? Like Misc Income, ...
In years' past when running the tax report, it was a simple process. This year, I'm getting "Your club contains unidentified AccountSync transactions." and must now assign my brokerage deposits to our member payments. Up to now, I would record each member's payment under the ...
We paid foreign taxes on two of our mutual funds. I've asked the broker what country they were paid to and was told that the IRS doesn't need to know the country anymore, but I can't get past that question in the tax interview to ...
Hello All, My question is over the last three years I have entered "late" fees into Bivio per our Bylaws. There entered as fees. I am wanting to know if there is a report I can use to see the total fees collected, as we ...
Dear Linda, It sometimes gets confusing because there are electronic transfers and there is electronic bill pay. We do not use electronic transfers. These usually require the sending and receiving accounts to be established under the same name. We use electronic bill pay. This is ...
Hello all, I am trying to get a report in Bivio of "late" fees, which have always been entered as fees. The club then uses this money to pay for misc expenses or club subscriptions ect. Is there anywhere I can get a total for ...
I just set up our brokerage sync at bivio but don't see any way to make them synchronize. Does it just automatically happen at some point during the night or am I missing some button? Mike
My club has a very small expense for mailing K-1s to withdrawn partners, and the 1065 to the IRS. Considering it is less than $10 that I paid in cash, writing a check to reimburse myself seems like a waste on several levels. How would ...
Just a reminder that the Manifest Investing Challenge Club is meeting online tonight at 8:30PM EST. There's lots to talk about including a discussion about selling JNJ, and purchasing ABT and BRLI. There's also a suggestion to take a look at AMAT, CTRP, BIDU, TTM ...
Afternoon, Back on April 30th 2010 our club received a Dividend and also a cash liquidation of 2 cents from Garmin LTD. Should I have put this 2 cents underneath Misc income?? The statement from TD does not show the 2 cents underneath the Dividends ...
I agree with Ellen's distributions, but the Treasurer should provide the K-1's to the members as per instructions in order to meet the IRS requirement as well as protect himself. Colin Wilson, Treasurer, Doc Stock Invest. Club Original Message From: "John Rice" <rice.j1969@att.net> To: "The ...