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Brokerage accounts We have had some difficulty with our current brokerage account and would like to receive recommendations from other clubs regarding ease of transactions as well as use of website for research. Thanks. WI$W WOMEN Investment Club Sharon Hotchkiss 1 message
Brokerage accounts We have had some difficulty with our current brokerage account, including the use of the company's website for research. We would like some recommendations from other clubs regarding brokerage companies . Thanks. WI$E WOMEN Investment Club Sharon Hotchkiss 2 messages
club_cafe: 2007 Tax assistance (help) Thank you so, so, much. Have a great day. Karen Hogan Original Message From: Rip West <ripwest@comcast.net> To: The Club Cafe <club_cafe@bivio.com> Sent: Tuesday, April 15, 2008 9:29:07 AM Subject: Re: club_cafe: 2007 Tax assistance (help) As I say, you did record the sale for ... Karen HOGAN 1 message
club_cafe: 2007 Tax assistance (help) No. However, I received a 1099 from TD Ameritrade for the transaction, how do I record it, when I can not enter the ticker? Original Message From: Rip West <ripwest@comcast.net> To: The Club Cafe <club_cafe@bivio.com> Sent: Tuesday, April 15, 2008 9:04:19 AM Subject: Re: club_cafe: ... Karen HOGAN 2 messages
2007 Tax assistance (help) Owned BIOMET (BMET) stock, they merged with Blackstone group. Our group sold the stock and received $464.55 on 9/26/07. I am trying to prepare the groups 2007 Taxes and, am having a difficult time recording this transaction. I selected "Merger" under accounting and attempted to ... Karen D. Hogan 2 messages
club_cafe: CA state 2008 tax forms In a message dated 04/12/08 11:13:01 P.M. Eastern Daylight Time, roxie@bivio.com writes: Can I get CA 2008 taxes through bivio? I got the 2008 federal. Not yet! <vbg> You didn't get the 2008 federal either. If you mean the 2007 CA forms there is a ... IraS1 1 message
CA state 2008 tax forms Can I get CA 2008 taxes through bivio? I got the 2008 federal. thank you Roxie Roxanne Kellam 4 messages
Full withdrawal We have a member that needed his funds, but will remain in the club and will continue to pay his dues, so I ran the full withdrawal function last month. This month, I see that the system treats full withdrawals as if he quit the ... Robert Morita 1 message
K-1 from a company I invested in I received a K-1 from Pengrowth (PGH). How do I incorporate the received K-1 into Bivio to produce the 1065? Les Morris 2 messages
Loss of acct sync with etrade It looks like our club lost communication with Etrade about 3/29. On 3/26/08 a transaction in Etrade was reflected in BIVIO.. Transactions since 3/31/08 have not been communicated to BIVIO. Anyone else having this problem Geoff Cudd Carousel Inv Club Geoffrey Cudd 2 messages
What happens if a Member doesn't input their address or social security number? What happens if a Member doesn't input their address or social security number? Is Bivio still able to complete the tax forms? Will they get sent to the club's administrator? Thank you, Colin Colin Miller 2 messages
Member Withdrawal We have a member withdrawing and I'm following the One Minute Treasurer notes on how to do that. Things were rocketing along until I came to this field, "Account: The account used to fund the cash portion of the withdrawal" field. What displays underneath is ... Sherrill Byrnes 1 message
Brokerage firms We are considering changing brokerage firms and would like to have some recommendations from other clubs who have had positive experiences. We are concerned about efficient handling of transactions and halpful and well-designed websites for research. Thanks for your help. WI$E WOMEN Investment Club Sharon Hotchkiss 2 messages
club_cafe: What happens if a Member doesn't input their address or social... In a message dated 04/07/08 8:59:19 P.M. Eastern Daylight Time, colinmiller2@bivio.com writes: What happens if a Member doesn't input their address or social security number? Is Bivio still able to complete the tax forms? Will they get sent to the club's administrator? The program doesn't ... IraS1 1 message
Brokerage firms We have had some difficulty with the services and website of our current brokerage firm. We would be interested to receive recommendations from other clubs and hear about positive experiences with brokers. Thanks for your help. WI$E WOMEN Sharon Hotchkiss 1 message