I tried sending this message to Customer support but keep getting an error so perhaps this will work. My Bivio year end valuation statement does not agree with my Broker statement. The problem is the closing price of Fifth third Bank (FITB) on 12/31. Bivio ...
We repaid a member of club who paid the bivio fee with his credit card. The expense was picked up by the account_sync feature on the 14th of January. We would like to deduct the fee in our 2001 tax return, but I am unable ...
We started our club Jan 2001. We sold only one stock this year. Most members feel its a good idea to pay a CPA to do the taxes the first time. I don't like the idea of paying someone $250 for filling out a couple ...
Webstreet merged (was bought by) E*Trade. How do I best handle this? My options, as I see it, are: 1. Change the Bivio account name from Webstreet to Etrade. This is easiest, but the broker transaction records show that securities and cash were transfered as ...
Hi - I just subscribed to Bivio on behalf of my club. I used a demo club I'd established previously as the upload area for our club NAIC data. When I try to change my email address, I get an error saying that the address ...
I would like to turn off the account sync feature. Is there a way to do this-I am more comfortable entering the info myself. Thanks Bullschmidtt Investments
Does anyone with their Investment Club account at BuyandHold know if you can deposit individual checks from each member directly into the brokerage account? Any assistance will be appreciated. Dan
I need to sign up & need someones club ID. I'll use the Id of the first one to reply. I'll use your ID as our referral. Next one to sign up use our club ID as your referral. Our club ID: emptypockets Thank you
if every member in my club has contributed equally, why would some have more units than others. am i doing something wrong. one member did withdraw from the club
I certainly don't have to worry about any gain this year, but we have done OK in years gone by. By using the Snapshot method of accounting, can the income be reported as all occurring in the last quarter of the year (as with mutual ...
How do I handle the $59.00 Subscription fee to Bivio? Do I charge each member a fee or do I include this in their payment? Do I put this as an expense and what kind of expense? Thanks, Michael Hall BigTen Club of Indianapolis
Also if a campany charges a fee to have dividends reinvested on your behave, this is also considered income to your group. As mentioned by Ira, this information will be on the 1099-DIV form and if you enter the transaction correctly, bivio and the tax ...
We are a newer club, sold no stock, and the fee for Bivio, which is deductible is greater than our dividend income. We also had some broker fees (monthly fee at B&H) that are probably also deductible. So far we are a truly non profit ...
Our dividend reinvestments considered a taxable event? I assume any cash-in-lieu is taxable, but is the part re-invested taxable? Hopefully the tax software on this site has the answer and I don't have to think about it!