I'm sure that someone has the answer to this. We have account sync with Bivio and sales were recorded automatically. The amount received (proceeds) and the number of shares sold are correct. My question. The realized gain or (Loss) for these sales in Bivio doesn't ...
The value shown on our club's Form 1065 - Schedule L - Line 8(d) is different from the total cost basis shown on the Schedule L attachment which lists all of our club's holdings. Both forms were created directly by the Bivio tax program and ...
Our treasurer advised us that we are supposed to file our individual k-1's with our personal taxes. It is my understanding that the treasurer files the individual k-1's with the 1065 and CA 565. Who is supposed to send the individual k-1's to the tax ...
Good morning everyone, I have updated all the Quest For Positive Relative Returns graphs through 1/1/2011 for clubs who requested them. You can find them through a link you will see on your club pages. If I have missed anyone or there are others who ...
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Our club is considering two investmetns that we want to be sure will not cause tax issues with our use of bivio software. could you tell me if REMX or GDXJ would cause a problem for us? Thanks.
Hello, Here is the situation: * The club has both New York and New Jersey members. * New York address was used to obtain TAX Id and for all investment purposes. Question: Is the club required to file both * New York (IT-204 Partnership Return ...
We just finished our club taxes . Just a few questions 1. should we consider E filing our federal taxes (1065) . Do clubs have that option ? 2. Is it an option to e file our state taxes ( NY )?. 3. Do we ...
Hi Everyone, Does your club buy stocks or manage a portfolio? Is "When should we sell?", a big question in your investment club, like it is in many clubs? Learning more about portfolio management is a way to help you get an answer to that ...
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 ...