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How to unsubscribe from the Club Cafe
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 ...
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take my e-mail off your list
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 ...
2 messages
club_cafe: NJ State Tax prep
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 ...
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GE Dividends
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.
3 messages
NJ State Tax prep
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?
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Remove my name from email list
I would like my name removed from the club cafe list. Thank you
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club_cafe: Georgia State Taxes
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.
1 message
Georgia State Taxes
Are investment clubs in Georgia required to file state taxes? Judith Greenberg
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club_cafe: Illinois State Taxes - IL- 1065
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 ...
1 message
Illinois State Taxes - IL- 1065
Hello - Quick question regarding IL-1065 : Do investment clubs established in Illinois required to file state taxes IL-1065? Thanks, Chris Biegel FNF Investments
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club_cafe: Tax Interview Question: Consolidated Audit
If you filed Form 8893 last year, you have made the election and need to keep up with the requirements to keep the election in force or to end the election. If you did not make the election in the past, you do NOT want ...
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Tax Interview Question: Consolidated Audit
Hi, Not sure what this Tax Interview Questions is asking: Consolidated Audit. Schedule B 4. Did the partnership file Form 8893 for partnership-level tax treatment? By default the box is checked, but I have no idea if it really should be. Also, any update on ...
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club_cafe: Re: Valuation date arghhh
I would change all the valuation dates for 2007 and 2008. It isn't a big deal. HOWEVER, before you do anything, make a backup of your data and print out copies of the 4 withdrawal reports. Hopefully, you won't need the backup, but it's good ...
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club_cafe: Taxes: Partner's capital account analysis on K1
Read the text accompanying Schedule B, question 5. Ira Smilovitz In a message dated 02/10/08 4:09:25 P.M. Eastern Standard Time, mduskin@bivio.com writes: We have used an accountant in the past and this section has been filled in. Just generated our forms on bivio and it ...
1 message
1099 didn't report broker interest and dividends
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 from Ameritrade. There is 5.65 TDAmeritrade interest that is in bivio (with ...
1 message