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CA state 2008 tax forms
Can I get CA 2008 taxes through bivio? I got the 2008 federal. thank you Roxie
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 ...
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?
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
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
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 ...
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$E WOMEN Investment Club
2 messages
club_cafe: What happens if a Member doesn't input their address or social...
In a message dated 04/07/08 8:59:19 P.M. Eastern Daylight Time, colinmiller2@bivio.com writes: What happens if a Member doesn't input their address or social security number? Is Bivio still able to complete the tax forms? Will they get sent to the club's administrator? The program doesn't ...
1 message
Brokerage firms
We have had some difficulty with the services and website of our current brokerage firm. We would be interested to receive recommendations from other clubs and hear about positive experiences with brokers. Thanks for your help. WI$E WOMEN
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$E WOMEN
1 message
Brokerage firms
We have had some difficulty with the services and website of our current brokerage firm. We would be interested to receive recommendations from other clubs and hear about positive experiences with brokers. Thanks for your help. WI$E WOMEN
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
1 message
Supporting documents
Bivio generated forms 1065 (federal) and 565 (California) which matches the TD Ameritrade 1099. (can I do away with rounding errors?) Also, do I need to include some other docs or forms when I mail the 1065 to the IRS and 565 to CA franchise ...
1 message
Posted SSGs
Been advised that posted SSGs when opened -page one have the 3 lines at different positions on the page. Ray Marchand
2 messages
import into turbo tax?
Hi, I created a club mid year last year so half of my stock gains will be from my personal scottrade account while the other half will be in the club. Does anyone know of the best way to handle this? I'm using Turbo Tax ...
2 messages