Hi, This my first year using Bivio for taxes. I always used to use Code #525990, but Bivio is putting in Code #523910. Which one is correct? Will it matter if I change from what I've been using previously for the club? Thanks! Janet
Hi my club had a combind $1.01 between dividends and interest for the year. Does are club need to file a 1065 and each member a K-1 for there portion of that? Thanks
On the member tax allocation report, the dividends are separated into ordinary and qualified. But on the K1 2008 tax forms, they are summed together. The same total then appears in 6a and 6b so that I cannot tell the difference between qualified and ordinary. ...
We have a club consisting of 12 members and are looking for new ways to have some fun with it. We have kicked around a couple of ideas and thought that some friendly competition would be fun. We are hoping to find another club(s) similar ...
i have been using bivio for almost a year. i am confused regarding the valuations. i do the books every month and value our investments before each meeting per our articles. when i checked the valuations for the year of 2008 it only shows 2 ...
So we became a club a few days ago with everyone contributing the same amount to start ($240). We have one more member who wants to join but our stocks have already had some gains. If he contributes the same $240 he will actually have ...
Help again! We are just over one year old and we have a member who wants out. We figured what it would cost and are trying to follow the guidelines of our Partnership Agreement. It came up at our last meeting that we should just ...
So when we enter the dollar amount that each member contributes (ie..payments) per month, those are converted into "units?". The more one contributes the more units are obtained? I'm feeling a little slow today..thanks for the help
Please help relieve the knots in my stomach! We started with bivio the beginning of '08. We have 11 members now. One joined this past summer. I have another member who wants out and that will probably happen in January. I have not done a ...
Happy Holidays! Does anyone know of a MAC version of Take Stock? The technical support people at iClub, suggested using Stock Central. I want to have the same software as others in my Club. Thanks. Tosha
Why is there a delay in having the tax forms delayed until early February? I understand that deadline for some 1099 has been moved to Feb 15th, but that shouldn't delay having the tax forms ready to go.
I've recently filed a "Disagreement with Findings" letter with the NY State Dept. of Taxation & Finance. Does anyone know how much time the tax authority has to respond to this kind of filing? Is it 90 days or is there no limit? Thanks in ...