In a message dated 12/4/2007 11:31:08 A.M. Eastern Standard Time, knutskogen@bivio.com writes: My accountant told me that after attending a very recent tax seminar, he was told that investment clubs with 25 or less members no longer have to submit a club tax return (1065) ...
On 11/09/2007 I asked for an ACH from the bank to the online account. It did not go thru but showed up then on 11/15/2007 I resubmitted it and it went thru, now it shows ttwo ach and should only be one on the 15th ...
I was wondering if the software will be upgraded to add a new cash journal report, which can be generated for a specific date range and specific cash account? It would make it easier to print off such a report and attach to a monthly ...
In March 2005, I was plagued with complaints from my kids about having to ride their bikes to school. In December 2007, that problem has been solved. And many, many more kids are riding their bikes to school in Boulder, too. These children are healthier, ...
We are new to Bivio and having trouble inviting our club members via email into Bivio. When I click "invite guests" in the far left hand corner, I get an incomplete listing of our club members emails although each are entered into the program. Am ...
I'm sorry it's taken so long to answer, but after I mailed the e-mail I found out my sister is dying of cancer. cigarettes To answer your questions. 1. Yes, our shares are combined in Bivio. Our original YUM shares were a spinoff from Pepsi ...
Our club has invested in a REIT for several months and I have just learned from an article given to me (that was in Better Investing) the accounting can be a nightmare. Does anyone know if this is true? Can Bivio take care of this. ...
The Account Detail page (Accounting > Accounts > [account name]) has been improved to include the ticker symbol on stock transactions. There's now a running balance column which should help you reconcile your books. We're proud to announce a new bivio partner: Covestor. The goal ...
In a message dated 11/18/2007 3:51:49 P.M. Eastern Standard Time, ekobiska@bivio.com writes: On 11/09/2007 I asked for an ACH from the bank to the online account. It did not go thru but showed up then on 11/15/2007 I resubmitted it and it went thru, now ...
In a message dated 11/15/2007 7:10:02 P.M. Eastern Standard Time, danny.matthews@hotmail.com writes: I should have asked is IL included in the roster of states? Danny Matthews Investment clubs do not have to file Form IL-1065. See the instructions. Ira Smilovitz See what's new at AOL.com ...
I was wondering whether we can look forward in having the Bivio Software prepare the State of Indiana Partnership Return, or will we still need to prepare by hand as in the past for the 2007 tax year?
My investment club bought 60 shares of a stock on 10/17/07. Although our other club holdings' valuations are updated regularly, this new holding's valuation is locked into the 10/17/07 date and keeps the price at which we bought the stock instead of the current price. ...