Greetings, Because of some mixups with my broker, I didn't get a 1099 until recently. Anyway, I'm wondering how to account for the AVE SNY merger. We had 7 shares of AVE and received 16 of SNY. We also received some cash in lieu of ...
We have a number of B shares but Bivio does not update per price share with Ameritrade. We have ticker listed as: BRK.B; is there a way that Bivio can recognize these shares and update automatically? Do I need to change ticker? thanks
Hi Bivioers, I live in Oz, and our tax year runs from July 1 - June 30 each year - yeah - wierd isn't it? Has anyone had experience or advice on how Bivio records could be reported on for our tax return? thanks Mike
Lynn, I don't think the Australian (Oz) tax authorities will take too kindly to Mike's trying to change his tax year. I would contact the bivio support team directly. I don't think fiscal year reports are possible using the current software. Whether it would be ...
>>We noticed this year this form from the IRS number 8893. Our club numbers only 8 members so it appears this form should be submitted with our federal taxes. Is this a mandatory form or optional, we are curious.? Optional. Ira Smilovitz
We noticed this year this form from the IRS number 8893. Our club numbers only 8 members so it appears this form should be submitted with our federal taxes. Is this a mandatory form or optional, we are curious.? Steve
Are there any members of the Cross Country Online Club monitoring this board? If so, would you get ahold of me, please. Lynn Ostrem, Minneapolis garbagecop@foxinternet.net
Hello Our club is going to have an initial cost for any member of $30 to cover start up expenses. How should they be entered? If I add them in as fees, it seems to skew the unit calculation a lot. Is there a way ...
I see hoe expenses and othe ritems are allocated to members Is there a way to zero in on a specific expense or income item andtrack how that one expense was allocated to members? Thank you
I see hoe expenses and othe ritems are allocated to members Is there a way to zero in on a specific expense or income item andtrack how that one expense was allocated to members? Thank you
I just purchased a half-year subscription to do our taxes and to see how BIVIO works. I read the getting started materials and then attempted to create a new account. When I went to the section on editing the new account, I was able to ...
>>Your expenses should always be drawn from each member equally. I disagree with this. If your PA calls for equal allocation, ok, but, in general, expenses should be allocated in proportion to each member's share of the club. Most expenses are CLUB expenses, not individual's ...
>>I am having a problem similar to the Pengrowth question with several stocks that our club owns. We unexpectedly received K-1's for these investments and I have asked Bivio if there is any way to enter the data from the K-1 to prepare our taxes. ...
>>Apparently, since it is now non-reportable activity, the IRS will not see it as income and I will not need to enter it in the bivio accounting. Is that correct? No, it is not correct. What Scottrade is telling you is that THEY are not ...
>>Ira on my second point. How about if the youngsters account is changed to: IN TRUST FOR: Would this make a difference? If it's in his SSN, it won't make a difference what it's titled. And, if it's in his SSN now, you may run ...