We withdrew a member in August 2016 and had to cash in stock to do so. All proceeds went to the withdrawing member. Now the remaining members K-1's reflect large capital gains. Is this correct? The remaining members did not gain from the sale. Please ...
For those who need to do NY state taxes, A the tax program has now been released.A Note that you need to file NY state taxes if your club is in NY or if any of your club members lives in NY. If you have ...
Last year I needed to file a 2015 Form 65 for state of OR since one member of the new club lived and worked in that state. During 2016 she lost that job and moved to WA (which doesn't require a state filing). Since her ...
This is why you need to send your question to support, not to this list.A It sounds like you are misinterpreting something.A Unless we can discuss the specifics of what you are looking at and what you are seeing, A it is hard to answer ...
The most recent reply was off topic from: Re: [club_cafe] Fw: [club_cafe] Explaining to members how to access their K-1's The staff at bivio are wonderfully helpful as is the mailing list. I think it would help to change the subject line when the topic ...
Hello, I got up early to get the club taxes done. Yay me! However, as a treasurer, I'm sure my view of the Bivio site is a bit different from our general members. Can anyone tell me how to walk a member through the site ...
It may be obvious to most but how do you send send one K-1 from whole PDF of tax return. Thank you, Sent from my HTC Reply message From: "Irina Clements" <irina39@verizon.net> To: <club_cafe@bivio.com> Subject: [club_cafe] Explaining to members how to access their K-1's Date: ...
We have one stock that paid a nonqualified dividend but was listed as a qualified dividend in Bivio. I want to change it but do not see a nonqualified option when I edit it. What do I do? John Rice ABODI Investment Club
I think I may have found a (minor) bug in the software that generates the 1065 Schedule K. We had a cash distribution that was labeled in Bivio as short-term capital gain (STCG) distribution (it was from an ETF). The 1099-DIV we received from our ...
I was just able to complete my club federal tax forms for 2016, but don't see the NY state tax forms on Bivio . How do I complete my state tax forms . Please Help!
TD Ameritrade statement for Jan 31 shows 40 shares of VREX from 100 shares of Varian Med with correct cost basis for both. BIVIO does not show this spin off. Has anyone else had this question? Is it best to do it manually or will ...
Hi All, It appears that companies this year made a point of creating different and unusual reorganizations that unfortunately have impacted stocks a lot of you own. One of these was the purchase of EMC by Dell.A The tax treatment on this one is something ...
Hi All, The bivio federal tax program is now available for you to use. You can find it by going to Accounting>Taxes. The programs we offer for state taxes for NJ, CO, CA and PA for clubs with Preferred and Active Partnership subscriptions are also ...