When attempting to generate 2007 K-1's it says they will be available in Early February. Now that we are approaching Mid February, is there any update on when the K-1's might be available?
Hi- We have a member that needs to withdraw about 80% of his holdings in our club. We will need to sell one of our holdings in order to generate enough cash to pay him off. How do I enter this transaction into our books? ...
In a message dated 2/8/2007 9:56:17 A.M. Eastern Standard Time, mbsohio@bivio.com writes: Hi- We have a member that needs to withdraw about 80% of his holdings in our club. We will need to sell one of our holdings in order to generate enough cash to ...
Bivio newbie needs help! I'm afraid I'm still confused regarding the difference between the "Dividend" and "Qualified Dividend" columns on the bivio "Member Tax Allocations" Report for tax year 2006. It is my understanding that "Qualified Dividends" are those dividends which qualify for capital gains ...
The CA State Tax stuff has not populated on our club site, and I know I've got CA listed as our state. All my Federal tax forms are done, easily, I might add. Is it because we are on a free trial subscription?
In a message dated 2/7/2007 9:07:14 P.M. Eastern Standard Time, kcmui@bivio.com writes: But according to this GIL - general information letter that I found in the ILL DEPT OF REVENUE website. http://www.revenue.state.il.us/legalinformation/letter/rulings/it/1997/ig970034.pdf It is a long ruling, but it simply states that if a Federal ...
In a message dated 2/1/2007 1:25:07 P.M. Eastern Standard Time, kcmui@bivio.com writes: I read somewhere in this forum that the state of Illinois does not require partnerships of investment club to file the IL-1065. Is this still true for the current 2006 year return ?? ...
In a message dated 2/7/2007 5:59:47 P.M. Eastern Standard Time, amigos4@bivio.com writes: Bivio newbie needs help! I'm afraid I'm still confused regarding the difference between the "Dividend" and "Qualified Dividend" columns on the bivio "Member Tax Allocations" Report for tax year 2006. It is my ...
There is currently a spirited discussion in the BI Treasurer's Forum regarding problems that exist when various multiple transactions are made on the same day. It seems these transactions cause the software to "choke" and not give an accurate accounting for unit changes. The following ...
I don't get any response. I cannot find a quick way to look over past transactions. is there a quick click to a list of chronological transactions? the glossary mentions a friendly print button but i don't find one. my reports require cutting and pasting ...
our club has scottrade. i am participating in the 3 month trial of bivio. I thought I had an interactive relationship set up between my computer and bivio and scottrade but the stryker dividend didn't show up on my bivio reports. i had to manually ...
I am starting an investment club, and have the mechanics down. Entering this world is very, very confusing viz. choices. Can someone help advise: 1. Brokerage firm: BetterInvesting has a firm myStockFund that offers fractional investments and dividend reinvestment. Does anybody else offer that? Recommendations ...
Thanks to the quick reply from bivio/support, my problem of the Damaged file has been solved. Thanks so much for all the help I've received. Judy Prelle
I sent some comments regarding this to support, but I thought I would initiate a discussion here, as well. I am a recent convert from NAIC Desktop 2. I had purchased version 3, but the new "features" were not so compelling , so I decided ...