Bivio did not pick up a purchase of of 1 share of AL on 10/06/2023 @ $33.9419 price We sold all of AL on 12/04/2023 Bivio shows we sold 194.156 shares of AL on 12/04/2023 TDA shows on 12/4/2023 sales of 195 shares of AL ...
Hello, On another subject, besides taxes, I have a question about how Clubs decide to hold/sell/buy more of a holding. Our club assigns a "Gatekeeper" or a member who watches the stock for 12 months. Per our current by-laws, the Gatekeeper is the only member ...
Bivio didn't pick up a STG of $16.97 reported from our broker of a sale of UFP we made in December. I don't know how to add this to Bivio so it balances out. TIA, Steve
I'm a new Club treasurer. Previous Treasurer withdrew. When doing audit found Schwab cost basis doesn't agree with Bivio for several holdings due to the lot cost basis used by Schwab was not FIFO. Schwab was set to Tax Optimizer, not FIFO. Have changed Schwab ...
Has anyone had any success/luck filing with the State of New Jersey? The work around that I used last year by using the site www.ieonchrome.com to simulate IE9 is no longer working for me. I am a Mac/Safari user, but I have also downloaded and ...
Hi Becky--I have a suggestion:A please make everyone aware of this, and please don't bury the question of digital asset ownership in the very last question in the club interview. I initially answered yes to the digital asset interview question, clicked the "generate the return" ...
So another question:A I initially thought that an ETF that our club purchased was a digital asset, so I answered yes to that question in the partnership interview section of the tax preparation process.A I went through the rest of the process and found that ...
I know there were issues with investing in GBTC when it was a unit trust due to the number of basis adjustments required and the fact that Bivio does not support it for tax preparation purposes. Is that still the case now that GBTC has ...
On our club's Schwab 1099 shows a dividend "Paid in 2024 for 2023". This dividend was not included in our club's 12/31/23 balance, but does show on the 1099-DIV. The transaction date was 1/31/24 and bivio has the transaction with that date. The tax return ...