I sold several stocks and entered them into the Bivio software. One of the stocks I sold, which should now have a zero balance, is still showing up in my portfolio and in the valuation. The transactions section shows the sale of the stock but ...
This is such a basic question I know: I am confused as to whether club expenses (e.g. a club P.O. box fee) go on line 1 of Schedule K Form 1065, or on line 13b) of the same. My club is a Limited Liability Partniship ...
Our club collects late fee for dues not paid on time. Of course these late fees do not buy units for the late paying member. Is there any way to do a report on fees? What exactly is the software doing with the fees besides ...
We have just released v4.0 of stockfundas.com - Share your estimates as well as the Stock Study Guide with friends. - Zoning 25-50-25 - Management Evaluation Graphs - Enhanced Preferred Method Calculator - Improved user interface. Simpler and Faster! We are also giving away Bonnie's ...
Hello! Thanks to all who responded! It's nice to know that I can write a problem and get a quick response from interested, informed people. Hopefully I will be as informed one day, a goal for me. Let me restate to make everything clear Our ...
Hello! I see the option for an expense if the money is allocated amoung all members (either by percentage or equally), but I don't see an option to do an expense for an individual member. For example, some of the members of my club live ...
-- Frank Novotny Rob Nagler <nagler@bivio.biz> wrote: > Frank D. Novotny writes: > > The members of the A.V. Investment Club want to thank Eric, > > Rob, and Karen for making the job of Treasurer a lark. > > Please also thank Paul. He's ...
I think the answer is simple. There should be a button on the member page(s) for an expense. I see payment, fee, and withdraw, but no expense button. >> >>There was a discussion on this point on the treasurers' list about a year ago. The ...
The members of the A.V. Investment Club want to thank Eric, Rob, and Karen for making the job of Treasurer a lark. We changed from NAIC accounting last April. It is a great feeling not to do our tax. Don't have to do the 1065. ...
In a message dated 2/11/2005 1:38:16 P.M. Eastern Standard Time, jed_nov_fra@bivio.com writes: Ira Smilovitz must be on his computer 24 hours a day trying to answer NAIC tax questions. Nah, it only seems like that. And I'm here as well. Ira Smilovitz
In a message dated 2/11/2005 12:15:47 P.M. Eastern Standard Time, garbagecop@foxinternet.net writes: > How do I allocate an expense (not a fee) to an individual member? You estimate the average annual cost of postage and envelopes and have each out-state member pay into "the kitty." ...
Hello! I have just purchased Toolkit 5 from NAIC and have noticed a couple of disparities in the PERT report. Column P - titled CURR P/E - isn't the number shown the projected P/E? On one of my stocks, the number shown is 19.7, the ...
In a message dated 2/9/2005 6:55:36 P.M. Eastern Standard Time, pellwood@bivio.com writes: How many stocks does your club own? Are there any guidelines on the maximum number a club should not exceed? Yes, the maximum should not exceed the number you are capable of following ...
>>Our Form 1065 page one did not have any entries on steps 1 - 22. According to H&R Block, there should have been entries on this page. Page 3 did list our Partnership Taxes. Are there supposed to be any entries on page one or ...