Thanks for the input from all re: balance not jiving with Scottrade. For some reason, bivio did not pick up the deposits made in March of 08. My bad for not keeping track of it, (I was busy babysitting an investment club!) From the response ...
Bivio says, "The brokerage cash balance differs from the bivio balance by $ 1,043.05. This may indicate a missing or erroneous transaction in your bivio account. Please review your brokerage statement to identify the source of the discrepancy." Does bivio miss transactions frequently and how ...
Our 9-year old investment group recently moved to the bivio software -- with a Change Over date of 1/1/2008. With the super assistance of Laurie Federiksen, we've managed to get converted, except for one item. A payment of $25.53 on 1/11/08 from Chungwa Telecom (CHT) ...
I have completed preparing the 1065 and K-1s and ticked the box "allow members to see their K-1". I now want to sent them an email telling them their K-1s are available. However, as Administrator of the site, I only can find the links to ...
I'm trying to do taxes for 2008 and I get a message that states that I have unresolved 2008 account-sync entries which I do not have. Please advise on what is happening. Thanks!
How long should we save our paperwork such as our statements, tax forms and supporting documents? Do we need to keep everything until every one of our stocks (on that form) is sold?
We own a company (Energy Transfer Partners) that pays a quarterly amount listed as Return Of Capital. This is how we enter it in Bivio but this income does not show up on the tax returns. Is this correct. I also haven't seen anything from ...
Can anyone give me an answer for why we have no dollar amounts on the first 3 pages of our 1065? All we had was dividends and interest for income and some expenses. In the income and deductions we have no amounts until page for ...
We've updated the tax interview for 2008, adding additional questions about family relationships between club members. If your club has a group of related members which collectively own 50% or more of the club value, please retake the tax interview to update the appropriate information ...
Recently a partner made a 20k withdrawal. His tax basis only changed by about 4k. This means he has a huge tax basis left on our books but only a small capital value. Why doesn't the withdrawal pull more from his tax basis first? Is ...
Our club received a dividend on 1/29/09 that went ex-dividend on 12/29/08. Bivio does not list this dividend as income for 2008 but our brokerage statement does show it as dividend income for 2008. Also the brokerage statement shows the dividends from this company as ...
I have my 1099 from my Broker and they have income as qualifying where Bivio splits the income between Qualifying and non qualifying. How can I get all the dividends to be quilifying and keep Bivio from splitting it. ( ie Verizon ) Tks Tom ...