Go back into the transaction list and change part of the distribution from ordinary dividend to return of capital. Ira Smilovitz In a message dated 03/04/2008 10:42:45 P.M. Eastern Standard Time, moyharding@bivio.com writes: I also received a corrected 1099 whereby our ordinary dividends were reduced ...
I received a corrected 1099 with 46.74 less on Total Ordinary Dividends box 1a and Qualified Dividends box 1b and moved (added) to line 3 Nondividend Distributions. There is no other identifying information on the 1099. I read the IRS Pub 550 pg 21 but ...
I also received a corrected 1099 whereby our ordinary dividends were reduced by 11.88 from our REIT and was classified as non-dividends. How is this recorded on the tax program? Should the tax form be redone and K-1's reprinted? Audrey Harding
We own a pink slip stock that recently became listed on the AMEX. How does one make this change in bivio? It has a new symbol as well. THANKS! Katherine
While filing my club tax return here on BIVIO, the state tax questionare will ask, what is the CALIF Secretary of State Number? What the heck is a Calif Secretary of State Number? Noah
I don't know the answer to one of the questions required by bivio before it will generate the 2007 CA State tax return. I'm required to provide the CA Secretary of State number. Can anyone tell me what this number is or where I can ...
In a message dated 02/29/2008 5:50:51 P.M. Eastern Standard Time, loutaormina@bivio.com writes: Ira, Just noticed that the NY tax forms are available on the site. I am reviewing (recall from our prior correspondence that I said I never filed one of these before) and I ...
I would just begin filing now and not do anything about the past years. If NYS should question you, you can explain what happened and beg for mercy. It will probably work. Ira Smilovitz In a message dated 02/25/08 11:32:14 P.M. Eastern Standard Time, loutaormina@bivio.com ...
It's a deductible investment expense. There have been changes in SEC rules which allow brokerages to charge a fee for processing the foreign tax withholding on ADRs. Ira Smilovitz In a message dated 02/29/2008 4:58:50 P.M. Eastern Standard Time, foxmoor@bivio.com writes: I just got an ...
I just got an AccountSync Summary from TD Ameritrade for an "unhandled transaction". The note says "unhandled transactions are brokerage activity which is not brought into our bivio account." It goes on to say we should refer to the brokerage statement and enter the transaction ...
Simply put, you should not be using petty cash. If you can explain how your club uses it's petty cash account, we can provide more assistance. Ira Smilovitz In a message dated 02/23/08 10:06:08 A.M. Eastern Standard Time, jrkcek@bivio.com writes: I am relatively new to ...
i have tried to import our books from Club Accounting 3 about a dozen times. the uploader redraws the page about every 20 seconds for over an hour but the account ends up with nothing in it. the club has 9 years of data to ...
The club needs to complete and file Form 510. Copies and instructions can be found at the MD Comptroller's website. http://business.marylandtaxes.com/taxforms/07forms.asp Ira Smilovitz In a message dated 02/26/08 11:49:00 P.M. Eastern Standard Time, etana_finkler@bivio.com writes: Carol and I have just printed the bivio tax documents. ...
In a message dated 02/27/08 12:03:45 A.M. Eastern Standard Time, etana_finkler@bivio.com writes: What is the process for the taxes and who gets what: here's what we're planning and did already: 1. We read Ira's Tax workshop. 2. We just generated and printed the bivio tax ...