Are there IRS rules that would prohibit selling specific lots if in the past sales were done on FIFO? Our broker allows the assignment of particular lots until settlement. Thanks, Scott
Is there a special form to submit for a nonresident in NJ? I'm finished with the NJ 1065 listing all the members including the nonresident who lives in DE. Thank you, Gayle Freeman
We have a stock -Rogers Communication--which is out of Canada. We can not reinvest the dividends so they go to the broker account. At the same time, they charge the tax which is due. I don't know where to enter the dividends in Bivio where ...
Irina, I'm the treasurer of Len Douglass' other club. I don't have issues with the problems you listed. The 1099 came in plenty of time to get the taxes mailed before the deadline. The 60 day hold wasn't a big deal once I got it ...
May I have some feedback on these questions if your partnership has experience with Scottrade: If you collect checks from your members monthly, are you required by Scottrade to make only one deposit per month. Are your partners allowed by Scottrade to make their monthly ...
I recently moved to Western New York, just outside Buffalo. I've been trying to find a local BI investmen club. I've been a NAIC/BI member for over 20 years. Can anyone give me some leads to finding local clubs. You also can reply to me ...
Thank you for this information. I'll have to read through all of it and then discuss with the club members to see how we want to handle the dissolution of the club. I appreciate all the help! Original Message From: Laurie Frederiksen <laurie@bivio.biz> To: The ...
I'm assuming that only whole shares could be transferred, right? So if we have 30 shares of a particular stock, and the split among our members leaves 1 or 2 shares left, I couldn't transfer fractional shares. Would it be a good idea to sell ...
Thank you for this idea. I was thinking this might be a good way to approach it, before deciding whether to sell any stocks. Original Message From: Linda Glein <linda.glein@gmail.com> To: club cafe <club_cafe@bivio.com> Sent: Wed, 22 Mar 2017 14:45:48 -0400 (EDT) Subject: Re: [club_cafe] ...
Our small club has decided it's time to disband. I just renewed our Bivio subscription so that I can have it for doing 2017 tax returns & K-1 forms. Does anyone have any advice on regulations regarding dissolving our club? We're a partnership and I'm ...
Thank you! That's some of the information I was looking for on Bivio but hadn't been able to find. Thanks for pointing me to it. Original Message From: John Rice <rice.j1969@att.net> To: club cafe <club_cafe@bivio.com> Sent: Wed, 22 Mar 2017 12:15:00 -0400 (EDT) Subject: Re: ...
Good afternoon, Our investment club returns for federal and state were sent off at the end February. Both were sent certified with return receipt requested. I checked on the status of both returns and USPS tracking says the items are 'In Transit to the Destination', ...
It seemed this year that there were an unusually high number of clubs that were trying all sorts of creative (and wrong) ways to adjust their club records to get bivio to match their 1099's.A Unfortunately, even if they did, A it didn't mean their ...