We are holding some shares of First Solar. I read recently that they are being acquired by Capital Dynamics which is a private holding company from Switzerland. In our research we have not seen any details on what our shares are worth in the acquisition. ...
TDA just issued a corrected 1099-DIV for Qualcomm dividends. The December 2017 dividend has been reclassified as a Qualifying Dividend (it was originally reported as a return of capital). For those who care, you can complain to your Congressional representatives as the reclassification is due ...
Apparently I entered the information wrong. Now having trouble completing taxes. Transferred funds from broker account to bank, where had been instructed to write check since were using funds from both. But entered full withdrawal info the following day, when showed that funds had been ...
Our club has started the sync with TDA with no real problem. But now we are getting dividends posted but they are not showing who they are from. The drop down options to manually enter the info don't list dividends as a source nor do ...
I'm feeling singled out by this article I'm a member of a small investment club with 12 members (for which I'm the designated tax matters partner), my husband and I have a family revocable living trust--sounding as though IF my husband and I were audited ...
Ira, I saw your post a few days ago about the preferred way to mail your Federal Taxes to insure they are not lost in the mail. I have looked at the 1065 Instructions and see the address but not the recommended way to send ...
ira smilovitz on 02/22/2016 You are required to file Form 65 if you have a member who is an OR-resident. You are subject to the minimum tax only if you are "doing business in the state". Generally speaking, investment clubs are not "doing business" in ...
The NY State tax program has now been approved and released. If your club or any of your members reside in NY.A You need to file NY state partnership tax forms as well as Federal taxes. Laurie Frederiksen Invest with your friends! www.bivio.com Become our ...
Hi all, The bivio tax programs for preparing Federal, CO, PA, CA and NJ tax forms are now available for you to use if you go to Accounting>Taxes. There are six steps to doing your taxes.A They all need to be completed to produce correct ...
One of our members made a partial withdrawal in 2017. I have the withdrawal report from Bivio and have attached the report to this message. How do I figure out how much capital gain she had? Is it the profit number at the bottom of ...
IRS tax filing addresses for federal investment club returns have changed for this year for clubs in some states.A Make sure you check the instructions shown here: Filing Addresses and send your investment club Federal return to the right place. It is also printed an ...
I remember reading an article about changes in the tax code that could potentially effect clubs in the future. Something about if the IRS finds problems in an audit, whoever happen to be the current partners may be liable for taxes and penalties even if ...
See Better Investing, March 2018, page 18 : http://mydigimag.rrd.com/publication/?i=471507&p=&l=&m=&ver=&view=&pp=#{"issue_id":471507,"view":"articleBrowser","article_id":"2995326"} The author , Russell Malley of iClub Central , does NOT mention any particular IRS Form to use. If there is a special form, m ay be a board reader or the author could provide it ...
Don or Carolyn Original Message From: "ira smilovitz via bivio.com" [user*2883400001@bivio.com] Date: 02/14/2018 05:50 PM To: club_cafe@bivio.com Subject: Re: [club_cafe] Mailing of tax forms to IRS and state agency All tax documents should be mailed by first class, certified mail or priority, certified mail. Priority ...