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!
Hi - I looked thru several archive articles on Petty cash handling in Bivio but still have a question. My club uses nca v1.04. We use the petty cash to pay non-deductible expenses. Can we upload our files to Bivio as is? Or do we ...
Our club is less than a year old so we have not gone through the process of including the club in our taxes. Can anyone recommend an preparation agency/company which might be familiar with investment clubs?
With the change in goodwill accounting procedures that companies are now adopting, how does one compare past, present and future results in revenue and eps?
Hello. We are new and need to know the procedure for filing tax returns. K-1 to all memebers, correct? 1065 is a summary of k-1 to go to IRS, correct? Do we get our forms from Bivio or should we get on our own? If ...