Our broker gave us a credit of $13.90 for a referral. How can I input this transaction?, it is not a dividend or interest and I am at a loss on this type of transacion. I would appreciate any help you can give me. Thanks. ...
You can enter it as miscellaneous income. Ira Smilovitz In a message dated 01/09/08 5:36:10 P.M. Eastern Standard Time, blankcheck@bivio.com writes: Our broker gave us a credit of $13.90 for a referral. How can I input this transaction?, it is not a dividend or interest ...
You need to look at each of your dividend entries to confirm. The most likely explanation would be money market dividends. They are nonqualified. Ira Smilovitz In a message dated 01/07/08 12:47:11 P.M. Eastern Standard Time, ctrue@bivio.com writes: On the income statement report for the ...
As treasurer I sold all of our holdings as of 12/31/2007 - however the fractional shares sold on 1/2/2008. So - am I going to have to file another tax return for 2008 for those fractional shares? Roxie
You can always prepare them by hand. The GA return isn't all that difficult. Ira Smilovitz In a message dated 01/07/08 5:50:26 P.M. Eastern Standard Time, smith1129@bivio.com writes: Our club is located in Georgia and until this year we have use the NCA software for ...
Not only do you have to file another tax return in 2008 for the fractional shares, you will probably receive some dividends in 2008 from stocks that were past their ex-dividend date before you sold them. Additionally, you have to file a return in 2008 ...
Our club is located in Georgia and until this year we have use the NCA software for taxes. Now we are using bivio and wonder what others are doing for preparing state tax returns., Thanks, Dave S
[sorry, sent before finished] Yes, you have to go through each transaction and enter the EX-DIVIDEND (not record) date. Fortunately, bivio can do this for you. When you go through the tax return interview, it will propose the ex-dividend date for each of your dividends. ...
Yes, you have to go through each dividend transaction and enter the EX_DIVIDEN In a message dated 01/07/08 1:04:37 P.M. Eastern Standard Time, ctrue@bivio.com writes: I was not talking about money market interest. Even the amount of dividends for individual stocks is different. I was ...
On the income statement report for the year, why is the amount of qualified dividends less than total dividends. It seems to me that all our dividends are qualifed. When the transaction downloads from our broker account, there is always a notation that says "qualified ...
We wanted to delete our petty cash account (El Dorado Savings) and when all the transactions were deleted and also the account name, it increased our other account (Scottrade) by a couple of thousand dollars. No where on this account is there any of the ...
I'd like to design my club's bivio site this year. I'd like to use one of the free open source website designs, but have never done this before. Have any of you? and would you care to share any comments? I like something like this: ...
[So things have settled into a routine for our club Treasurer and her assistant (me), thanks to many of your great help and patience. Bivio is pretty easy, without the special situations of withdrawals, brokerage mergers, etc!] What should we read to prepare ourselves for ...
None of the changes appear to affect partnerships. Ira Smilovitz In a message dated 1/2/2008 11:59:26 A.M. Eastern Standard Time, marciam2002@comcast.net writes: I received ALERT 12-07 from Maryland which lists changes in the corporate income tax law. I don't think it affects investment clubs, but ...