Many thanks to Ira for focusing me on the Transaction ledger to resolve significant discrepancies between Etrade and Bivio with respect to ordinary dividends. It appears that Etrade considers short-term gains from mutual funds as dividends. So if I change these to dividends, I am ...
I've never had any problems with this in prior years, but this year's 1065 form is printing out completely inaccurate sales amounts for our club's 9 sales of securites. The actual transactions within our Bivio account are perfectly accurate. The sale of securities total is ...
They said they will be offering NY. They may not have clearance yet from the NY DTF. Other than that, you'll have to do them by hand. Ira Smilovitz In a message dated 02/18/08 10:06:42 P.M. Eastern Standard Time, fzivis@bivio.com writes: Does anyone know if ...
We have used an accountant in the past and this section has been filled in. Just generated our forms on bivio and it is not populate. Is this information required?
Does anyone know if Bivio is offering the NY State tax forms. Several emails to Bivio have gone unanswered. If not is there a software out there that will pull over the Bivio information to do the taxes? Thank You
Greetings, I just paid the $99 to join and I am filling out the information to link to your broker, Scottrade. I'm just a little nervous giving the login and password to the account. I would appreciate any feedback from out there to ease my ...
I don't think you need language like that. You don't want to give members the ability to string out the withdrawal process. Instead I would use language that states something like "the club will process all withdrawals within x days of the withdrawal valuation. Costs ...
>Actually, we probably could do the withdrawal within 30 days, >now that we have learned bivio >It really is all pretty easy. This past spring had been so challenging.. this was all within a 3 month period: 1. 4 of 9 members withdrew, including our ...
I like 10 days. There is no reason for any delay once the withdrawal contents have been fixed. As it is, the withdrawing member has from the date their withdrawal letter is submitted until the next valuation date to supply their information before the withdrawal ...
Partnerships don't have one. LLC's do. Ira Smilovitz In a message dated 02/17/08 7:49:48 P.M. Eastern Standard Time, noahjames@bivio.com writes: 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 ...
For tax purposes: All members get a copy of their own K-1. Members who withdrew also get a copy of their withdrawal report. For club purposes: Continuing members get copies of whichever reports you care to provide. You might want to provide a report of ...
Right. You are required to report all income. Payers of interest and dividends are only required to report payments in excess of $10. Ira Smilovitz In a message dated 02/17/08 5:33:23 P.M. Eastern Standard Time, etana_finkler@bivio.com writes: Ira and all, The $1.10 is the total ...
What year-end documents do we send to members who withdrew in 2007? We have the bivio list from Ira's StockCentral workshop (Ira, this workshop is just wonderful, thank you so much!!!) We are also printing out the Withdrawal report for each member that took a ...
In a message dated 02/10/08 3:17:57 P.M. Eastern Standard Time, etana_finkler@bivio.com writes: The TDAmeritraded 1099 says $179.55 dividend Bivio says 180.65 I checked that all the stock dividend totals were correct. There is $1.10 TDAmeritrade dividend in Bivio that is not reported on the 1099 ...