If I go back and adjust the dividend rec'd, it changes the cash account. As an example, we rec'd it as a cash dividend and it went into the cash account. If I go back and alter it, it will alter the cash account am ...
Help! I am trying to do our taxes. We have rec'd an adjusted 1099. The changes are nondividend distributions (return of capital) So we rec'd a dividend during the year of $50.63. Now they are showing it as a return of capital. Our annual dividends ...
Hello, We have a dividend paying mutual fund we did not sell any shares for 2008. Bivio wants to list $5059.65 as Ordinary Dividends on 1065 6a but I have learned that according to the Schedule 1099 this would not be accurate. Can someone please ...
Our club has finally mastered the SSG and would like to expand our studies into PERT. Is this software worth it? Are there any alternatives? Thanks! Alicia Steel Magnolias Investment Club
We are new to Bivio this year and I was astonished to find out that only the federal return is available and no state returns. In the past we have had a CPA do our taxes and were very excited to get Bivio thinking we ...
We have a member who wants to withdraw from the club but transfer all his holdings to another member. How can I do this in Bivio? Any help is appreciated. Mehran
When I divide the short-long term gains and losses by the % of my club ownership, I do not come up with the same figure that appears on my K-1 QUESTION: What others items are factored in by Bivio to arrive at these different numbers ...
In the tax interview there is a question regarding citizenship, if all members are U.S. Citizens or Registered Aliens. I answered yes as 3 of us are Registered Aliens, citizens of Canada. I'm now printing out the taxes and there is a page showing all ...
Can someone give me a general idea of how the capital gains and losses are computed at the end of the year? Are the total gains and losses split evenly between each club member? Do we file all of our club taxes on a seperate ...
Hi, I am a officer of a newly founded club and we are just becoming familiar with Bivio. We are very excited about our new endeavor and hope that we started at the right time. Everything is in place and we are operational, we had ...
Hello all, Need help in entering the transaction of return of principal from GLD shares and investment expenses. I would appreciate very much your help in resolving this. Will the cost basics of GLD will go up or down? Please see the following transactions. 09/08/08 ...
We are a NY partnership and we have a NJ partner. According to the NJ tax website, we have to file a return in NJ also. Does anyone know if this is true, and if so, how come Bivio did not generate a NJ 1065? ...