Our club owns a few shares of Harris and Harris Group (TINY), a public venture capital company specializing in nanotechnology. As small as nanotechnology is, I managed to overlook a 2439 form sent to us by our brokerage firm that shows we have $55.91 in ...
I had two members withdraw from the club and receive more cash than their adjusted basis. Thus, creating a gain. However,bivio doesn't let me enter the actual cash and is thus not showing that gain in the withdrawal report. Has anyone had this? If so ...
Has bivio ever considered putting trading fees in the income statement as an expense item? I know that when I put togeher my club's income statement I do look at trading cost as an expense item.
I only saw this form for the first time this year. Can someone explain what the purpose of the form is and whether a club should submit it. Thanks, Nick
Hello all, Just a quick note to let you know we updated the Crow River Investment Club website. We have a new look and a new layout. We removed a few things and added others. It's a good place to go for club education ideas. ...
For clubs importing their NAIC data into bivio, please let us know if you find discrepancies in your data after import. Typically this is a result of the data conversion process and we can fix the error and resolve the discrepancies. If you run into ...
Somehow last year our club concluded that we should sign Form 8893. Now we realize that this is mostly a bother to us and by signing this form we are merely making life easier for the IRS. Must we resubmit the form again this year ...
Is it possible to create a .txt or some other type of file with standardized trade information that could be imported into Bivio? Our club makes several trades and our broker is not on the list for account sync. I spend quite a bit of ...
In a message dated 3/22/2006 8:37:49 P.M. Eastern Standard Time, cpapke@mindspring.com writes: Our club bought some stocks today, and the broker gave the following information about the transaction: Bought 50 XXX @27.7952 (1400.75 was subtracted from our account) (50 times 27.7952 = 1389.76 plus the ...
I have printed out the individual full withdrawl in cash forms for our members who left the club and were paid off in Jan. 2005. Where do I print out a copy of the IRS form to give these members to use with their 2005 ...
I have used CA2 and have used naic accounting for 10 years and am trying out Bivio. I don't find a cash journal. What do you use to find errors between your valuation statement and the brokerage account.