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 documents after taking the interview. 3. Tomorrow night we'll review what we ...
In a message dated 6/30/2007 8:05:33 P.M. Eastern Daylight Time, etana_finkler@bivio.com writes: If I use bivio, how do I prepare the club state (MD) taxes? Is that difficult? How much time (8-10 members) For now, you will have to do them by hand. It shouldn't ...
In a message dated 02/24/08 11:12:02 A.M. Eastern Standard Time, loutaormina@bivio.com writes: I have been using Bivio since 2000 and have no recollection of having to wait for NY state tax forms. Is this something new for 2007? Did NY change its tax laws? Yes ...
I am still getting the message that the 2008 tax forms will be available soon. Are they available?? Do I need to do something? Thanks, Diane at Quick Silver
It's a return of capital and you adjust your records in bivio by finding which transaction it is and making the change there. Your broker may have provided a supplemental schedule which indicated which dividend was reclassified. You should also be able to tell by ...
Hi, Where does a member go to download his/her K-1? I've checked the box that says "Allow members to access K-1", but I can't find where the member goes to download the individual K-1. I made sure I was in secure mode, but that didn't ...
I have been using Bivio since 2000 and have no recollection of having to wait for NY state tax forms. Is this something new for 2007? Did NY change its tax laws? I went to the NY State tax website and did a search for ...
I sent out invitations to all members a month ago so that they could log onto Bivio and get their tax info. One member has asked me to resend the invite, but when I try to do this, I get an error message that she ...
I am relatively new to bivio.com having moved our club's records into the online accounting from Iclub's Club Accounting non-online software. I am confused as to how to deal with the petty cash portion on bivio.com. I don't see how one can make transaction into ...
In a message dated 02/21/08 2:07:30 P.M. Eastern Standard Time, jgreenb@bivio.com writes: 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 ...
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?