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club_cafe: Bounced Member Check
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. ...
1 message
club_cafe: Pennsylvania capital gains
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 ...
1 message
Bounced Member Check
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 ...
2 messages
club_cafe: Re: Allocating Commissions
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 ...
1 message
Allocating Commissions
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 ...
2 messages
club_cafe: E-filing options
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 ...
1 message
E-filing options
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 on "E-File" but there is no answer in the archives! Thank you. Bob Hooper New ...
2 messages
Buying and selling stocks between meetings
My club is interested in know how other groups handle buying and/or selling stocks between meetings. Do any of you have procedures that you follow?
2 messages
club_cafe: Re: Colorado Tax Return - Non-residents
Colorado source income is income derived from a business that operates in Colorado or from tangible real or personal assets located in Colorado. Stocks and bonds are intangible assets and therefore the income from them has no "source". CO nonresidents do not have to file ...
1 message
club_cafe: Colorado Tax Return - Non-residents
Your investment club does not have any Colorado income if it invests only in common stocks and bonds. Ira Smilovitz In a message dated 03/12/08 12:35:35 P.M. Eastern Daylight Time, benwoltz@bivio.com writes: Our investment club is registered in Colorado, but we have members from out ...
2 messages
Colorado Tax Return - Non-residents
Our investment club is registered in Colorado, but we have members from out of state. The Bivio Colorado Tax return has this for all non residents. I agree to file a 2007 Colorado income tax return and make timely payment of all taxes imposed by ...
1 message
Removing club guests.
How does one remove guests? We have a lot of old guests that need to be purged from the roster. Thanks, CM
2 messages
club_cafe: Pa tax return
When the tax page says "Download the club's complete PA tax document" Ira Smilovitz In a message dated 03/11/08 7:27:17 P.M. Eastern Daylight Time, g_cudd@bivio.com writes: It's now the 11th of March and the BIVIO tax message still says that PA tax returns will be ...
1 message
Pa tax return
It's now the 11th of March and the BIVIO tax message still says that PA tax returns will be available in early March. Any Idea when they really will be ready
1 message
club_cafe: Meal expenses
Ira Our Operating Agreement (By Laws for an LLC) states "Regular meetings shall be held at noon at the first Tuesday of each month. Lunch shall precede the business meeting and shall be paid for by the Treasurer from Company Funds. Special meetings may be ...
3 messages