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Definition of 'Accumulate' vs 'buy'
Can someone explain what accumulate means in relation to stock purchases. I ask because I think it means purchase additional shares. In researching stocks I have come across recommendations of accumulate - which to me assumes you already own shares of said stock. Am I ...
2 messages
CLub Dues- Deductiblilty
Just checking-- are NAIC and club annual dues deductible for Federal tax purposes?
2 messages
New Club Questions on Taxes
How do Taxes work. Can someone walk me through them in English. We are starting a General Partnership, but everyone is asking how the taxes work. Please assume that I know nothing, it will be easier to explain to everyone else. Thanks
7 messages
Taxes and terminating the club
For various reasons we are cashing out of our investment club. This was all doen before the end of the tax year so we have final schedule K-1 and 1065's. My question has to do with how the disposition of cash (all our stock was ...
1 message
Taxes
HI, Do any forms besides K-1,1065 and attachments need to be sent to the IRS. What I am asking is do 1099's need to be sent in. Tommy
2 messages
State Taxes
I've filed the appropriate federal tax forms. What form needs to be filed for Missouri State Taxes?
1 message
Alliance Capital K-1
Our club holds shares (units) of Alliance Capital (AC), a publicly traded partnership, and we recieved a K-1 from them, how do I enter this into Bivio so I can generate correct K-1's and 1065 for the club?
2 messages
Ameritrade Dividend
Question: Do I enter a Dividend from my Ameritrade Account as a Interest Income or as a Money Market Dividend? We have not bought any stocks yet but our account earned a whopping $0.21 last month. Thanks, Jay LA MIGRA
2 messages
Bivio Demo Club
To whomever can answer, Why does the demo club keep resetting???? My club is trying to track our virtual portfolio competition using the demo club, but evidently this is not a viable option. Isn't it more trouble to purge and refresh this information every xxx ...
2 messages
Formula for Cost Averaging
I'm trying to find the formula for Cost Averaging could you please help? I'm trying to lower my cost/share average and get it as close to the current cost. I've tried one I made up for myself but it doesn't seem to work it goes ...
10 messages
Anwer my previous post...Please!!!
Sorry about all that confusion with the formulas but could someone please try and answer my previous post about withdrawing members Thanks, Mike
2 messages
Club member withdrawal
We recently had a member withdraw. Like the idiots we are we trusted him to make his payment. Which he did not. Someone payed it for him and we used this money to purchase stocks. In the bivio software we put him as payed for ...
1 message
Club member withdrawal1 message
club_cafe: Reports don't match
Do you have any suggestions as to where I should go to look for the error. Rose Original Message From: DEBRA DOLLY <dadolly@bivio.com> To: club_cafe@bivio.com <club_cafe@bivio.com> Date: Sunday, March 03, 2002 12:40 PM Subject: club_cafe: Reports don't match >Shouldn't the total in the unrealized gain ...
1 message
Reports don't match
Shouldn't the total in the unrealized gain column of the Transaction ledger be the same as the total on the Balance Sheet for unrealized gains/losses? Ours has a difference of .40. This doesn't seem right to me. Debra
1 message