On 12-1-04 there was a reorganization and name change for Wellpoint as described in my Subject line above. On our brokerage account it shows we sold our 60 shares for $23.80 per share. We were also charged a Reorganization Fee of $20.00? The stock symbol ...
>>This is not a merger. According to the Prospectus, the transaction is fully taxable to shareholders of AFCI. What I meant to say was that this is not a "typical" merger. It is a buyout with mostly cash, and some stock. The transaction is fully ...
This is not a merger. According to the Prospectus, the transaction is fully taxable to shareholders of AFCI. What you need to do is the following: First, determine the value of .504 share of TLAB as of the time of the merger. It's not clear ...
I need help on how to do the accounting on an acquisiiton with both a share and cash buyout. On 12-2-2004, Tellabs acquired Advanced Fibre Communications by paying $12 a share cash and issuing .504 TLAB shares for each AFCI share. Since our club owned ...
>>We terminated our investment club in August and i was wondering if anyone knew what we have to do about filing a short 1065 return with the IRS? Also, is there anything else we have to do when we terminate? If you terminated in August, ...
We terminated our investment club in August and i was wondering if anyone knew what we have to do about filing a short 1065 return with the IRS? Also, is there anything else we have to do when we terminate?
What would be the advantage to either buying stock now with the dividend or paying the dues? Is the dues due at the end of Dec.? If we buy stock, will we use this month's income to pay the dues? I'm not sure of all ...
What would be the advantage to either buying stock now with the dividend or paying the dues? Is the dues due at the end of Dec.? If we buy stock, will we use this month's income to pay the dues? I'm not sure of all ...
Valuation shows .0587 shares for a stock that we no longer hold. Bivio & TRP monthly report check out in all respects except for this. How do I close out this item? Ray Marchand
Ray, You will have to file NY Form IT-204 and Form IT-204-ATT. On Form IT-204 you will complete the header and items A-G. You will include only the NY resident partner(s) on Form IT-204-ATT. For more information, see the section titled "Specific Instructions" on page ...
Buying gold is not a wise idea for many reasons. First is the problem of valuation. Gold bars will generally not be worth the same as gold coins of equal gold weight. Second is the issue of taxation. Profits on gold are not typical short/long ...
The IRS will know when you check "final return". However, you may need to notify your state that you are dissolving. Ira Smilovitz In a message dated 11/16/2004 4:18:44 PM Eastern Standard Time, icecold@bivio.com writes: When dissolving a club, must we notify the IRS regarding ...
When dissolving a club, must we notify the IRS regarding the federal ID number that won't be in use anymore, or will this be taken care of with our final tax return?
Our club was having issues with attendance in 2003. We had always met every month on the third Thursday. For 2004 we decided to meet every other month. The results have not been positive, and we are looking at resuming monthly meetings. Our club is ...