I use to get a % for the IRR for my club and Vanguard 500 Index Fund (VFINX) to compare how we are doing. I am putting in the date 1/1/2008-current date and I am getting "NA" instead of a %. Last month were almost ...
We have a member who cannot get online. she answers the invitation but it doesn't work. she called tech support and was told I (the treasurer) have a bookmark # that lets her in. I don't know this weaver. Deannie
Does any corrective action need to be taken if there is a post-withdrawal adjustment on the Withdrawal report inorder to "consider it an additional fee to the member? We caught this notation at the end of year printing of the Withdrawal report for the archives. ...
You are not responsible for withholding taxes on nonresident members of your club as none of your income is PA-source income. Your nonresident members do not have any PA tax liability as a result of membership in an investment club UNLESS your club invests in ...
I just used the PA partnership tax generator to create our club's PA tax return. All of the capital gains from the sale of stock appears as "Outside PA" revenue and is not included as taxable gains on the members K1's. Can this be correct? ...
i cannot find a way to separate current and withdrawn members on the roster. i need to print a current roster. plus, it is annoying. do i need to go back thru and withdraw each membe r again? oi! deannie
Here's what you should have in your records. 1) Deposit of $50 from member. (Deposit that will bounce.) 2) Deposit of negative $50 from member. (Removes deposit when check bounces.) 3) Deductible expense of $20. (Bounced check fee. This is an expense of the club.) ...
Go to the broker account transaction listing. Find the $50 entry and click on the delete link to the right of the entry. Ira Smilovitz In a message dated 03/15/08 5:33:56 P.M. Eastern Daylight Time, kittiecaldwell@earthlink.net writes: Can I delete the $50 from the misc. ...
They certainly are taxable. Ira Smilovitz In a message dated 03/15/08 3:21:13 P.M. Eastern Daylight Time, g_cudd@bivio.com writes: I just used the PA partnership tax generator to create our club's PA tax return. All of the capital gains from the sale of stock appears as ...
I took the $50 off of the member account in Bivio for the bounced check. The stock company took the $50 from cash misc. expense. So now it has been deducted twice in my mind. It is off of her account but still there as ...
The $6.99 monthly fee is an investment expense, not a commission. The additional $2.99 fees are commissions. Here's the explanation: In order for an expense to be a commission it must be identified and incurred because of a specific action you take with regard to ...
We are a new club (and I am a new treasurer) thinking of using buyandhold.com, which charges $6.99 per month (covering up to 2 trades) and $2.99 for each additional trade within the month. We would use accountsync, but I am just trying to understand ...
No. Ira Smilovitz In a message dated 03/14/08 8:17:37 P.M. Eastern Daylight Time, amigos4@bivio.com writes: Please forgive me in advance if the following question has already been asked and answered: Is it possible to E-File our Federal and State Tax Forms? I ran a bivioogle ...