Hate to disappoint you, but your Christmas party is not deductible. Investment clubs don't have business meals under the tax code. Ira Smilovitz In a message dated 02/13/08 8:20:09 P.M. Eastern Standard Time, aklages@triad.rr.com writes: We had keep the equal payment policy for a few ...
Any club that tries to enforce equal membership shares is doomed to failure. It isn't fair and it isn't necessary. The club has use of that member's money now and he can't use it for anything else. Therefore, he should get his units now . ...
Generate a transaction ledger report for 2007 and compare the entries with your Etrade documents. Look specifically for entries in the Ledger that are credited into the dividend and interest column. Ira Smilovitz In a message dated 02/13/08 6:38:35 P.M. Eastern Standard Time, jgreenb@bivio.com writes: ...
You should be able to print them the same as any other report in bivio. If this isn't working I would contact support@bivio.com . They may be able to troubleshoot your configuration. Ira Smilovitz In a message dated 02/13/08 5:36:37 P.M. Eastern Standard Time, karenbwilson@sbcglobal.net ...
When we compare the total ordinary dividends on the Etrade Consolidated Form 1099 with the Schedule K ordinary dividends on line 6,generated by our Bivio software, we show more ordinary dividends on the Schedule K. We have carefully checked the entry of all dividends and ...
I am printing the tax forms from Bivio and the Schedules and Attachments show on my screen but when I try to print them the page is blank. How do I get these to print? Original Message From: "IraS1@aol.com" <IraS1@aol.com> To: club_cafe@bivio.com Sent: Wednesday, February ...
I'd like corroboration that, for a new member joining in Feb 2008 who withdrew in August 2007, I merely treat him like any other new member. For what it's worth, we've already made the year-end tax reports.
Correct. Ira Smilovitz In a message dated 02/13/08 4:41:28 P.M. Eastern Standard Time, cic@bivio.com writes: I'd like corroboration that, for a new member joining in Feb 2008 who withdrew in August 2007, I merely treat him like any other new member. For what it's worth, ...
That is exactly how I would do it. Ira Smilovitz In a message dated 02/13/08 12:22:16 P.M. Eastern Standard Time, lscham8531@bivio.com writes: Just a clarification, please. I get their check and deposit it into the broker account the month I receive it. They get full ...
It's not a problem. It's just more work for you and not quite fair to them. There is no reason they shouldn't get credit as soon as they give you the check. One entry, not many. Ira Smilovitz In a message dated 02/13/08 8:45:06 A.M. ...
I have a member who makes one deposit yearly to cover the entire year evenly spread out every 2 months that we meet. When i do the accounting for it, it shows the member as making a negative contribution yet having a positive value. What ...
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