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Two members with same email address? I have a husband and wife that share an email address. In bivio, I can only invite one to log on. Is there a way to fix this? Also, their names to do appear when I try to re-invite them to log on to bivio. ... Barbara Jung 3 messages
Withdrawn member priveledges I have a couple of members that are withdrawn, and I chose not to eliminate their access to the club website, so that they had access to the tax documents at tax time. However, now we're a year down the road, and I'd like to ... Brian White 2 messages
Tax interview Our club is an S-Corp so which option do I pick when answering the tax interview? General Partnership Limited Partnership Limited Liability Partnership Limited Liability Company Keith Glenn 4 messages
K-1 from Energy Transfer partner Our club received a K-1 from Energy Transfer Partner. How do I take this information on the K-1 and get it transferred into Bivio so that it splits it up between all of the members? Thanks. Donald Bordelon 4 messages
misc. journal entry Ameritrade gave us a free trade after charging us so where do I show it so it will come up in the tranactions? ETHEL KOBISKA 2 messages
Questions about the PA return Bivio Club Cafe: I'm reviewing our Pennsylvania state return and I have some questions. I tried to find answers in instructions on the Pennsylvania Revenue website but they weren't helpful. I hope this is the right place to ask. 1) On the "Partner/Member/Shareholder Directory," the ... M R Atwell 2 messages
Question re: Multi-State Club Taxes We are a club with members from multiple states and are wondering how/if this impacts filing state taxes. We are officially an Illinois club--we registered with an IL address. We have members from MI, IL, GA, SD, IN, and MN. Do we need to file ... Lynn Marie T'Niemi Perez 2 messages
K-1 income: ordinary vs Qualified dividends For all of this, we're talking about a small club of 8 members with total assets of about $12,000, so the numbers are small. For MD 510, we need to list Distributive or Pro Rata share of Income. Last year we added the ordinary dividends ... Etana Finkler 3 messages
Maryland State taxes I just generated the 1065 with the K-1s from bivio. What do I have to do regarding MD state tax forms? I think have to do it "by hand," and I remember from last year, it was pretty easy, but what do I do? thanks, ... Etana Finkler 3 messages
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