At a recent club meeting, the topic of what to do with uninvested cash came up. In particular, members were concerned that our uninvested cash was not earning anything giving the current low interest rates. Most of club's assets are indeed invested in stocks but ...
Our club has been having our meetings through ZOOM since November and one of the members have been the one to subscribe to ZOOM and has been paying for it. We are now going back to live meetings and need to know if the club ...
We sold all our lots of GW Pharmaceuticals. When I placed the transaction I didn't realize they were being acquired by Jazz. (not sure if that plays in this or not) Our total Capital Gains/Loss do not match with Bivio & TD Ameritrade. I don't ...
Dear fellow investors, We are new to Bivio. How do we set Bivio to synch up with the Tax Lot selection made from TDAmeritrade. To avoid the wash sale rule or to reduce our tax consequences, we do pick specific lot we prefer. Bivio doesn't ...
Our club purchased ADP on 3/5/2021 and received a qualified dividend on 4/1/21. This doesn't meet the holding period for a dividend to be classified as qualified. Can someone enlighten me on why this might be right or wrong? Thanks - scott
We have moved from Folio to Fidelity. One of our members is having trouble setting up payments to our club account. She can't use Bill Pay from her credit union because they charge unless the member uses it 3 times a month. Anyone else have ...
Question - Wisconsin requires clubs to submit their tax returns (Form 3 and Schedule 3K-1) electronically. The only way I have found to submit these is using 3rd party vendors - nothing we can do ourselves. WI does not even allow us to deduct the ...
I have the taxes done. All set. However I have a withdrawn member. I am both the Treasurer and the Administrator. I seem to be able to see just my K-1. Is there a way to see the others K-1s or do I just copy ...
I have been a long time member of Poors Pupils for many years. In the last couple of years we have had members pass away who have also been members for many years with assets of well over $100,000.00. We have been a successful club ...
Our club mandates that every member must have an account with our broker , so that in the event of a death , we would be able to do a withdrawl by directly transfering stocks to their broker account. At this point as treasurer, I ...
One of our club's partners moved to Canada in August of 2020. She has left the club and we paid her out in full in October. Is she considered a foreign partner when I prepare our club taxes?