Our Club uses Ameritrade. For some reason the downloads from them have been slow and sometimes contain errors. I'm sure with tax season in 'full bloom' the Bivio staff in working at full capacity and getting in a lot of extra hours and headaches. Back ...
I would like some step-by-step instructions on closing the club. I know Rip and Ira have expounded on this in the past, but I do not have access to Better Investing articles since we are no longer members. I have general idea, but when is ...
I can find my way around bivio pretty well now after using it a few months. But I worked in software development for 25 years. Our club treasurer can find his way around too. But he's the treasurer. We haven't given the rest of our ...
Cheers, Rob! Is Arizona one of the states that your tax software team is working on for 2007? Our free trial period is almost up and before subscribing we'd like to know what the future tax printer situation looks like for our state. Thanks, Bob ...
Without weeding through the instructions for the filing taxes, can you tell me what all I need to send in. When I print out the Schedule D, K line 19a, K line 13d and K line 11 can I just send them in as printed ...
I have a very quick question regarding the process bivio uses to round off numbers. Our club has two members who joined on the same day, paid the same amount, and purchased the same number of units. When I looked at today's Member Status report ...
I had several stocks which were sold at 0 yesterday by Ameritrade. These were corrected and the shares placed back in my account before the end of the day but those erroneous trades were still reported to Bivio- can I just delete them?
I've got a member who withdrew this year. On her K-1 her beginning partnership share shows as 6.8%. However, if I run a membership status report as of 1/1/2006 (or 12/31/2005) her share shows up as 7.8% - which is the same number that was ...
I am being asked to identify money market transactions this morning- I have never idetified these before so I am a little confused. Here is what I am being asked today- please help. 02/21/2007 account_sync Identify Debitaccount transferexpensemember withdrawal MONEY MARKET PURCHASE (4,612.86) 02/20/2007 account_sync ...
Rip Some time ago I had a question: Line N "Partners capital account analysis" is blank. Should it not have beginning and ending capital account values. You said: No. If Question 5 on page 2 was answered yes, then Section N does not have to ...
I am filling out my schedule D for the 1065 and there aren't enough lines for all of the year's transactions. what is the proper way to add more lines? thanks
We recieved a message that bivio is discontinuing AccountKeeper. I cannot find any reference to this on the web site in fact AccountKeeper is still promoted on the web site. Did anyone else get this message or is it only being discontinued for our club? ...
In a message dated 2/19/2007 5:27:07 P.M. Eastern Standard Time, emd9930@bivio.com writes: We were more of a social club than an investment club, so after 5 years investing about $1400 each and getting a return of a whopping $130 each after expenses, we have disbanded. ...