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Club Taxes Are Done! Thank you to Laurie, Ira, everyone in BIVIO Customer Support, including all those wonderful software people who maintain and update BIVIO software!! Despite the tons of question repeats, and frantic folks/Treasurers, you did a remarkable job of getting the job done, and never lost your ... Lynda J. Feit 7 messages
k-3 download for partners The Bivio tax site shows K-1s available to partners, there is NO link for K-3s is this a problem? Bernard Worst 3 messages
Foreign source income We own Netease via an ADR. Our 1099 shows dividends as being paid in Cayman Islands, but bivio shows them as coming from China. Which one do I use and how do I get bivio to show Cayman Islands if I need to do that. ... ANNE WEEKS 2 messages
Tax Program is Available The tax program is now available if you go to Accounting>Taxes. There is a lot to it this year.A It is highly recommended that you review our tax presentation to make sure you use it properly: Preparing Your 2021 Club Taxes Thank you for the ... Laurie Frederiksen 7 messages
Why doesn's Bivio Have the K1s available? IClub has had their K1s done for 2 weeks It appear today for our club On Wed, Mar 2, 2022 at 8:52 AM . via bivio.com <user* 2916100001@bivio.com > wrote: Original Message From: Anat Spector via bivio.com <user* 22119300001@bivio.com > To: club_cafe@bivio.com Sent: Wed, Mar 2, 2022 11:09 am Subject: Re: [club_cafe] Why doesn's ... Norman Gee 9 messages
Filing Instructions - Is it necessary to file copies of k1, k2, k3 Instructions are here : https://www.bivio.com/site-help/bp/Investment_Club_Taxes_Filing_Address_Help and include: Send in all the forms included in the "Complete Club Tax Packet". This includes the full 1065 form, all K-1, K-2 and K-3 forms, and any other schedules or supplemental itemized details included in the packet. You do ... Scott Freeman 1 message
Access to Club Cafe messages I am wondering if I can join the messages on Club Cafe. We are an investment club and our treasurer and one other member receive the messages. When I click on "Join the Club Cafe Message List" my email is not an option. I enjoy ... Cheryl A Richards 1 message
Printing K-1 I solved my printing problem by checking my downloaded files. Natalie R.(Kavula Fam. Trust 4/2/2015) Kavula TTEE 1 message
Printint K-1 Hi What's the trick to printing the K-1? I can see it listed for 2021 but cannot get it to print. Natalie Kavula Natalie R.(Kavula Fam. Trust 4/2/2015) Kavula TTEE 3 messages
Dividend date on 1/5, but ex-dividend on 12/30 We have an ETF (IDRV) that issued a dividend on 1/5/2022. The ex-dividend date is 12/30/2021. Our 1099DIV shows the dividend, but Bivio does not in the tax portion. It is in properly (as far as I can tell) in the transaction log. What is ... Amy Schmieder 3 messages
Club taxes Dear Bivio, I just finished our club taxes. I love you!!! Thank you! Charla Hurt Charla Hurt 2 messages
Why doesn's Bivio Have the K1s available? IClub has had their K1s done for 2 weeks I belong to two investment clubs. One club uses Bivio, the other club uses Iclub. Iclub provided K1's two weeks ago. Bivio members deserve timely delivery of K1s. Bivio club members do not deserve a memo dated 2/16 telling us K1s are not available. There ... Therese Prouty 7 messages
Why doesn's Bivio Have the K1s available? IClub has had their K1s done for 2 weeks Very well said, Ty Jeanne Wu Market Mavens On Tue, Mar 1, 2022 at 3:58 PM Ty Hughes via bivio.com <user* 3139700001@bivio.com > wrote: All: The IRS change in the 1065 filing requirements has created some delay and frustration. But you should direct your fire ... Jeanne Wu 5 messages
What is going on??????? I tried to get into Bivio and check our Valuation. The screen goes to the Tax screen but nothing is there. What is going on?????????? John Grajczyk 3 messages
e-file A couple of questions: Does bivio support e-filing yet? If I want to have a backup copy of our bivio data, how do I make a copy for export? Barbara BarbaraLounsbury 3 messages