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 ...
Portfolio went from $35k to $15k due to 4 members withdrawing (half the membership). Would it make sense to do Snapshot for '07's taxes and Time-Based allocation for next year? Or should do the recommended time-based for last year and the next year? Thanks! Carol ...
We want to clarify the procedure and language in the bylaws on withdrawing members We want to allow for 1 month for them to give us an account number, and if we don't get it, we say that we will transfer the securities to them ...
You should always use time-based. Members coming and going shouldn't affect the decision. Ira Smilovitz In a message dated 02/17/08 3:42:59 P.M. Eastern Standard Time, etana_finkler@bivio.com writes: Portfolio went from $35k to $15k due to 4 members withdrawing (half the membership). Would it make sense ...
As Gene has already posted if this is just a bookkeeping problem, delete the withdrawal and reenter it with the correct member chosen. If you've already issued a check to the wrong person, you have other problems to deal with. If you can provide additional ...