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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
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$E WOMEN Sharon Hotchkiss 1 message
Brokerage firms We have had some difficulty with the services and website of our current brokerage firm. We would be interested to receive recommendations from other clubs and hear about positive experiences with brokers. Thanks for your help. WI$E WOMEN Sharon Hotchkiss 1 message
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
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 ... Alexander Vagus 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 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 ... Tate Dwinnell 2 messages
Duplicate Transactions/Scottrade/AccountSync Yesterday we made two transactions in Scottrade, and both came over in duplicate through AccountSync. This seems odd, and has never happened before. Has anyone else seen this? Paul Bleicher 2 messages
Current Price/share adjustment Hello, How to change the current price/share in the valuation report? Since the current price /share in the TD Ameritarde does not agree with Bivio for the BRKB stock. Thanks Baskar Shunmugam Baskar 2 messages