I have completed the 1065 and K-1 for our new club started in Jan 02. The only thing we have to report is $3 each in dividends. No sales were made. Our club partnership is registered in the state of Michigan, but our partners are ...
Thanks for the information that you provided. Our club is located in Philadelphia, PA. >>I don't know the rules for PA. Try calling your local chapter contact. Sorry. I automatically assumed you are affiliated with NAIC. If not, try calling Harrisburg or rummaging through the ...
>>Thanks for the information that you provided. Our club is located in Philadelphia, PA. I don't know the rules for PA. Try calling your local chapter contact. Ira Smilovitz
If your club terminated on or before 12/31/02, you can file your 1065 and mark it final. If your club terminated in 2003, you will have to file an additional "short year" return for the period 1/1/03 through your termination date. This return is due ...
A few months I wrote in regarding E-Trades Customer Service and Fees being charged. Today E-Trade forwarded a letter from The company offering to buy cost free with a voluntary sale of a company 's stock that was spun off and I ended up with ...
Is it possible to have each member pull his/her individual K-1 Tax Form directly from the Bivio site - to avoid sending it via mail? If so, how do you go about doing this? Ellen Laughingstock IC
My club holds a Canadian oil royalty stock that pays out monthly dividends. 2002 was the first year I had to report on its payouts. I have Bivio cover the Ordinary Dividend and Foreign Tax Paid and Return of Capital. Upon reviewing the 2002 DIV-1099 ...
I apologize for my poor spelling on the previous note. JM Original Message From: Juan Mostek [mailto:juanm@bivio.com] Sent: Thursday, January 30, 2003 1:55 PM To: club_cafe@bivio.com Subject: club_cafe: S&P Sectors Here is a listing of the S&P industry sectors taken from AMEX.COM Go under ETF's ...
Here is a listing of the S&P industry sectors taken from AMEX.COM Go under ETF's -Prdoducts - Holdings for complete information and individual companies that compose the indusrty Product Name Symbol Issuer FORTUNE e-50 Index Tracking Stock FEF State Street Select Sector SPDR-Consumer Discretionary XLY ...
For a fast education on industry sectors I suggest going to AMEX.COM. They have a section on S&P sector funds and they show a listing of the companies that make up each sector. ALSO > Thanks to everyone who contributes to the Bivio thread. This ...
Believe it or not we get into this discussion very frequently. We have given serious consideration to the following: 1) Sector funds that would get us exposure in an area we are not familiar with (biotech/natural resources) 2) Exchange traded funds to garner the above, ...
A member of my stock club is suggesting the club switch to studying and investing in mutual funds, instead of individual stocks. Please discuss the pros and cons of this idea.
I believe NAIC no longer supports v1.04 - if that is the program that still resides on your hard drive. I myself ran parallel for most of 2002. I finally dropped NAIC as I became totally frustrated with the new NAIC web based product. I ...
Our club wants to focus on one sector or industry group each month and have each member research stocks in that group. Depending on what site you look at, most people put stocks in 10 or 12 sectors and a 100+ groups. We want to ...