Our club is at 65% of our storage limit. I'm sure that's due to more than 4 years of emails being stored. Is there a way to archive those and download them so that we can still keep them on a local machine, but they ...
>>We have two club members who are having difficulty dealing with the IRS over their K-1 returns. Apparently, the IRS does not allow decimals on K-1 forms. IRS employees often don't type in the decimals and the numbers show an error in taxes paid/claimed. Can ...
We have two club members who are having difficulty dealing with the IRS over their K-1 returns. Apparently, the IRS does not allow decimals on K-1 forms. IRS employees often don't type in the decimals and the numbers show an error in taxes paid/claimed. Can ...
hi, i am from long island , new york, and the club i am in is going to be disbanding in a few months. i am looking for a new club locally to invest with this year. if any one knows of one please contact ...
hi, i am from long island , new york & the investment club i am in will be disbanding in a few months and i am looking for a new one to join this year , if anyone knows of one please contact me at ...
In a message dated 9/16/2005 4:35:31 P.M. Eastern Daylight Time, ripwest@comcast.net writes: I think when Ira told you to record the stock split as of 9/2 that he didn't know that was not the payment date, merely the date of record for those receiving the ...
My recommendation would be to enter the full dividend (3.5 shares) on 9/2. On 9/15 (or whenever the cash-in-lieu is actually credited to your account), enter a sale of 0.5 shares for the cash-in-lieu amount. This will allow your club to generate the correct valuation ...
Is there a way to change the 'default account' in Bivio? Every time I enter a dividend, the default deposit account is 'suspense' and I'd like to change to the brokerage account. Thanks, Brian
It may take several days for the cash-in-lieu to appear in your account. Ira Smilovitz In a message dated 9/11/2005 10:19:14 P.M. Eastern Daylight Time, kpg625@bivio.com writes: IraS1@aol.com wrote: > A stock dividend of this sort is a split. A 5% stock dividend is a ...
I wouldn't sell any winners unless the sale made sense from an investment quality perspective. That is, you had decided to sell the company for reasons other than taxes. Any net loss at the end of the year will pass-through to the partners. They will ...
In a message dated 9/10/2005 2:38:31 P.M. Eastern Daylight Time, kpg625@bivio.com writes: this is new to me -- but HNBC (Harleysville National Bank) had a 5% stock dividend on 9/2/05. I know how to enter a cash dividend. But how do I enter a stock ...
We sold stock with a long term capital loss of $1500.00. (ouch!) Should we sell a winner to offset that loss or won't it matter since the club is a pass thru and that loss will go to the members to use on their personal ...
this is new to me -- but HNBC (Harleysville National Bank) had a 5% stock dividend on 9/2/05. I know how to enter a cash dividend. But how do I enter a stock dividend? We got 3 more shares on top of the 70 shares ...
>>Hi Ira, >>After registering the club in VA, basically, the club has to file a NY State return only for NY resident members. >>For VA and NJ resident members, the club does not file anything for their States. >>Am I correct? I hope that I ...
In a message dated 8/28/2005 8:16:02 P.M. Eastern Daylight Time, pac_man@bivio.com writes: Thank you for your answers to my questions! I will register the club in VA. I want to make sure that I understand. So, I will try to summarize: 1> for New York, ...