I'm trying to clean up our club's securities. Our previous treasurer entered each security purchase as a separate security into CA3 - apparently to keep each lot distinct. ( e.g. WFC, WFC2, WFC3, ) As our new treasurer, I've moved us to Bivio. Now I ...
Our club uses Smith Barney and have just received the 1099. We bought an ETF in Brazil. I posted the dividends as qualified but now see that that were not all qualified so will have to change those to match the 1099. They were posted ...
You probably received cash for the half share. Either enter the cash received on the split page or enter a sale for the half-share. In all likelihood AccountSync should pick up the transaction in a day or two. Ira Smilovitz In a message dated 02/12/08 ...
Hi, great gurus We have a stock which split 3:2, resulting in a half share in Bivio, but a round number in TD Ameritrade. What can we do to get rid of the half share in Bivio? Many thanks! The Dow Dames
I agree as treasurer this would probably be very useful at some point, however the mass of emails coming in is just too much. Will I be able to get on and off the list as i have questions?? J. Michael Banks, CPA Tax Consultant ...
I agree, I somehow ended up on this list and I dont even know what the club_cafe is We have Bivio and I do the transactions, but I dont recall ever signing up to be on any list serve. Could someone take mine off as ...
When you register for a login with bivio, there's an option to join or not join the Club Cafe. You do have to be a member of the club cafe to post questions or answers. If you joined earlier and now wish to leave, please ...
I have never asked to be on a list that makes me a recipient of all the mass of e-mail that goes on between bivio and folks with questions please get me off that list before my computer stops working altogether! If going to cafe ...
bivio will be providing NJ taxes. After you finish the federal tax interview, if you look at the bottom of the screen it says that NJ taxes will be available in February. We still have 17 days left. Ira Smilovitz In a message dated 02/12/08 ...
I went into the investments and it shows 22.40 dividends twice, once on 1/25/07 and 4/25/07. Yet Bivio shows we received $50.68 and it should be $44.80. I cannot figure out how to correct it.
I don't see anything anywhere that indicates New Jersey is one of the lucky states for which Bivio will compute and print out the State tax forms. So must be done manually, I assume?
Yes, Form 700. Ira Smilovitz In a message dated 02/11/08 12:23:00 P.M. Eastern Standard Time, jgreenb@bivio.com writes: Are investment clubs in Georgia required to file state taxes? Who's never won? Biggest Grammy Award surprises of all time on AOL Music.
Not for several years now. See the instructions for the IL-1065 form, page 4 and the section of IL law cited. Ira Smilovitz In a message dated 02/11/08 11:40:00 A.M. Eastern Standard Time, biegelboy@bivio.com writes: Hello - Quick question regarding IL-1065 : Do investment clubs ...