This is actually a negative amount on my brokerage statement (i.e., a withdrawal instead of a deposit). What is the difference between a Fund Dividend and a Cash Dividend? Why is it negative? And how do I enter it in Bivio? (Account Sync missed it ...
Sounds like a silly question but there lots of pages "intentionally left blank" on our Club tax return. Can I remove these before sending to the IRS or should I leave them?
On Mon, Feb 14, 2011 at 12:04 PM, < slinebongiovanni@aol.com > wrote: What is the address for the IRS? The address you will use to send your return to depends on your state. Here is a copy of the portion of the IRS instructions which ...
I have produced the K-1 files necessary for myself and my members. My question is, Do I need to file the partnership separate with the form -1065 along with Schedule D and supplementary information? Is it sufficient to just file the k-1 on my tax ...
This month bivio and Manifest Investing bring you an extra special treat. Many of us started our investment clubs after reading about the Beardstown Ladies. The idea of having fun and learning to invest with a group of friends really appealed to us. In the ...
Our club is officially starting next Saturday and I am sure I will have several questions as we go. My first question regards the partnership agreement. We are starting with 23 members as of now and have a cap of 25. I am sure in ...
Marcia, There is a place in Bivio under your club where you could do this. However, I think it is best to simply bulk email it out a week before the meeting to the members. Many members don't go on to Bivio,com. You could also ...
We sometimes have clubs ask "How can I get my members more motivated?" Here's an idea. How about entering a virtual portfolio contest? Manifest Investing runs a contest called the Groundhog Stock Selection contest each year. All you need to do is pick 5 stocks. ...
Laurie, I agree with you completely. When I was treasurer of my first club starting 15 years ago, the club wanted everyone to stay equal. I would get the payments, sometimes late, and would deposit them in our bank account, but date them on the ...
Hello everyone, Any help would be appreciated. I need to withdraw a member and here is the facts. Withdrawing member is owed 1,040 dollars minus a 3% fee. Nine remaining members would like to equally contribute the 1,040 dollars, so we do not have to ...
Our club's homepage has an Invite feature whereby I can extend invitations to club members and guests; however, I can not find how I would eventually delete or remove a non-member guest should they not become a club member. There are instructions on how to ...
The 2010 bivio Federal tax program has been released! It is available to any club with a current bivio subscription (including free trials). You will be able to access and use it by going to Accounting>Taxes. State taxes for NY, NJ and PA are also ...
Hello does bivio calculate a COMPOUNDED annual rate of return for the entire portfolio including stocks that have been sold? The understanding is that 14.9 % is the ideal return to double our money over five years. Thanks.