Communications
club_cafe
HelpRegister
Correction
"A flat rate for x trades should be logged as a deductible investment expense and not commissions. A commission is included in the cost basis of a stock only when it is directly tied to that transaction. " After re-reading your answer I think I ...
2 messages
Commission Question
Thank you very much for the advice. At mystockfund.com you purchase stocks on an autoinvestment schedule at .99 per trade with a max of 10 different stocks to equal their monthly minimum comission fee of 9.90. The amount desired to invest in just the stock ...
1 message
club_cafe: Commission question
A flat rate for x trades should be logged as a deductible investment expense and not commissions. A commission is included in the cost basis of a stock only when it is directly tied to that transaction. That is, you paid the commission because you ...
1 message
club_cafe: Commission question
A monthly trading fee is a deductible expense. If the $9.90 fee is associated with a specific stock transaction, then it is a commission which adds to the cost basis of the stock purchased or decreases the sales proceeds of a sale. Ira Smilovitz In ...
2 messages
Commission question
What would be the best way to enter the comission fee? Our commission fee of 9.90 a month gets automatically withdrawn from our checking account and we do not pay for commission from within our brokerage unless we make a real time trade. The 9.90 ...
1 message
Question about LLC..
Hi everyone.. I am looking forward to becoming part of the bivio team. I have recently formed an LLC that as part of the process.. I needed to provide a list of members.. Same thing with opening the ic brokerage account.. my question is this ...
5 messages
club_cafe: Re: Question about LLC..
Lynn's response was far from trite and useless. In most state's there are other requirements for LLCs other than having a written operating agreement. You often have to pay annual registration fees to the state, in some cases as much as $800/year. LLC's often have ...
1 message
club_cafe: Stock Dividends
Enter the stock dividend as a 1.05:1 split. Then enter a sale of the fractional shares received for $4.42. Ira Smilovitz In a message dated 06/15/2008 8:44:37 A.M. Eastern Daylight Time, wecanpp@bivio.com writes: I need some help recording a stock dividend. We received 5 additional ...
2 messages
Stock Dividends
I need some help recording a stock dividend. We received 5 additional shares of Valley National Bank at no cost. As part of the same transaction, we received $4.42 as cash in lieu. I would appreciate any guidance. Thanks so much.
1 message
club_cafe: while I have your attention
AccountSync should pick up the fractional share sale, but the transaction may be delayed by a day or two. If not, just enter it as an ordinary sale of 0.xxx shares for $y.yy. You can leave the commission amount as $0. Make sure that your ...
2 messages
Wash sale
I made an error and sold the wrong stock. I bought it back the next day, but the wash rule is in effect. Does Bivio automatically take this into account at tax time or is this a manual adjustment? Thanks.
5 messages
while I have your attention
we sold chico's and washington mutual and have fractional shares. broker sold them and i'm not sure i'm entering them correctly. i went to Investments, hit Sold, filled in the amounts, unable to fill all the squares because broker just gave us a special deal. ...
1 message
Thanks to everyone
who responded to my toolkit question and to my audit question. terrific help. deannie
1 message
Stock Selection Guide
How can I get access to this analysis tool? Please advise
8 messages
toolkit 5
I am considering toolkit 5. does it work separately from bivio? does it work with bivio? what do people think of this product? how will it help me most? Deannie
4 messages