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NJ K1 Is there a better date when the NJ K1's will be posted. I'm still being told mid-February. Thanks Joann Lasko 1 message
Copy of CA K-1(Form 565) for members to access Laurie Federiksen of bivio support on 02/15/2009 told members how to find a copy of K-1.This works fine for Federal,but am having trouble in accessing CA. Thanks in advance for your help. hdries@surewest.net H D Ries 2 messages
bivio doesn't agree with TDAM 1099 I took the interview and immediately noticed that CNI was not listed under foreign tax paid. We purchased it 12/5/2008 and it paid a dividend at the end of the year. The TDAM 1099 lists a foreign tax paid to Canada of $2.83 and the ... Marcia Meltzer 3 messages
K-1 printed as landscape view Working on club taxes. Went in to print K-1 for member who wants the info today. The page was printed landscape not portrait. Any idea of how to get it the standard way so info is on one page. Carol Nelson Concord Area StockHolders Carol Nelson 3 messages
Carryover losses from last year/years past Hi, I'm doing taxes for our club and the following question came up: How does one input carryover losses from last year's /past years? There's no question for it in the tax interview. Thanks in advance for any help, Rhonda Rhonda N. Lee 2 messages
Long Term Capital Gains We are with TDAmeritrade and have been using Bivio for about a year now, bought ADRE this last past year and when the dividend came thru on Bivio it showed the full amount and now with us receiving the 1099 statement from TdAmeritrade it shows ... Georgine B. Gubbins 5 messages
Scottrade I would like to know if any of you who are using Scottrade have had any problems with your taxes. I noticed, when I downloaded the 1099 from Scottrade that it didn't jibe with Bivio as far as dividends were concerned. It turns out that ... Karen Eversden 8 messages
Qualified and Ex-Dividends and LLC questions. How do we know if a company has qualified/not qualified or preferred dividends? What is an ex-dividend? Also, we are a limited liability corporation but are filing as a partnership, as we are allowed to do. On one of the tax interviewing questions, it asks ... Robbie Klein 2 messages
Scottrade We want to switch our account to Scottrade. Does anyone have any good or bad remarks about using Scottrade's? Is there a better choice?? I really lke the ease of Scottrade's investing and reporting. Thanks for your help. Deb @FLIC Deborah Reed 4 messages
mutual fund dividend and reinvestment In recording a mutual fund dividend that is reinvested, are there two separate entries -- one under income for the dividend and one under reinvestment for the additional shares associated with that dividend? Thanks Judith Greenberg Judith B. Greenberg 3 messages
club_cafe: Bivio Tax question Ira said: The professional partnership software used by most CPAs doesn't prepare an accurate investment club return because each item of income and expense during the year is allocated differently, based on the ownership shares on that date. That's sort of what I was thinking. ... Henri Russell 29 messages
Entering Merger Into Bivio I didn't enter the merger info for Wells Fargo's purchase of Wachovia until this week and since WB (Wachovia Bank) is no longer listed I couldn't get the information into our books. Can someone help me with this? Thanks, Joanne Acorn Investment Lakeland, FL Joanne Eager 2 messages
NYS Tax Form Is it necessary to file the NYS Partnership return that Bivio has made available? I do not recall filing them in the past. Did I just send the U.S. Form in the past to NYS or is this a new requirement? Ruth Macaluso 2 messages
Tax forms Does the club have to fill out a 1040 or are all the forms generated by bivio on the tax page all that is needded to file for the club Thanks The monkey Frederick G. Vetter 7 messages
Indiana IT-65 Form Will bivio be supplying the Indiana State Tax form for Indiana? Marty Eckerle Martin Eckerle 2 messages