Communications
club_cafe
HelpRegister
Connecticut
Hi, When I filed for the EIN, the address for the club was a Connecticut address. Three questions: 1. Do I need to register the club with the State of Connecticut? 2. Are there any tax forms that need to be filed with the State ...
4 messages
Tax Matters Partner (TMP) Change
According to all information on this subject, our club officers i.e. Treasurer, President etc. Should be able to change the TMP when doing the tax interview. No page comes up inviting us to make the change. Everything else works just fine but we cannot find ...
3 messages
Do delayed broker 1099s affect bivio's tax reporting?
I don't know if this question has been asked, but: Brokers got a 2-week delay from the IRS on getting out the 1099s by 1/31/09; now the due date is 2/15/09. Can I print and distribute the K-1s tonight, even though it's not 2/15/09 yet?
2 messages
tax question on form 1065
As admiinister of our club do i send form 1065 & the k-1 for each member to the IRS without any tax payment and then later send my share of the taxes when i do my personal tax return. Or should i send form 1065 ...
3 messages
Return of capital
Our club owned Grant Prideco when it merged with National Oilwell Varco. As a result of the merger the club received $2320 as return of capital. Our 1099 from the broker lists this return of capital in Box 1 and the amount is included in ...
2 messages
Filing 1065 & Qualified Dividends
I've generated the 1065 for our club and the qualified dividend amount does not match with Ameritrade's 1099. I'm $.99 off - Ameritrade is showing $.99 more. I've gone through and checked all the transactions in Ameritrade to match what is in Bivio and I ...
4 messages
club_cafe: state return
Thanks Original Message From: iras1 <iras1@aol.com> Sent: Monday, February 09, 2009 6:01 PM To: The Club Cafe <club_cafe@bivio.com> Subject: Re: club_cafe: state return Yes there is a special rule for investment clubs. It's stated clearly in the instructions for Form D-403. Ira Smilovitz In a ...
1 message
Withdrawal reports
Instructions say "The withdrawal reports which follows should be distributed to the members for use in completing their 1040 Schedule D." Then there is two separate reports - one for each member we had withdraw from the club this year. Are these the only two ...
7 messages
Change Club Name
How do I change the Name of our investment club Bivio has to match the name TDAmeritrade has for our account
8 messages
Withdrawal
RE: Message just sent - This is in regards to filing the income tax this year.
1 message
Which Business Code # should I use?
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
3 messages
Another Tax Question
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
14 messages
K1 Question
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. ...
4 messages
K-1
I came looking for the K-1's and still are not here. Weren't they supposed to be ready by 2/6?
2 messages
Club of 12 members in Columbus Ohio looking for competition
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 ...
2 messages