Morgan Stanley buried this issue on page 48 of its just-filed 10-K report: Other Items A The Firm has identified operational issues that resulted in the reporting of incorrect cost basis tax information to the Internal Revenue Service (aÂÂIRSaÂÂ) and retail brokerage clients for tax ...
There appears to be a problem in our club's federal and CA tax returns. On the federal 1065 page 4 line 6a, our dividend income in correctly listed as $337. On line 20a the investment income listed as $336. On the CA 565 the capital ...
I am posting this problem here in case it is of interest to others, especially those who use Fidelity. When comparing the Fidelity 1099 to Bivio's computation of dividends and qualified dividends I noticed Bivio classified one of our dividends as non-qualified. When I looked ...
Hi all If you are getting this email, A you belong to the bivio Club Cafe email discussion list.A This is a wonderful feature of this community.A It's a place where clubs can talk to other clubs. Here is more about the list; how it ...
How do I stop getting all.of the emails from club cafe.. I must have checked a box., but I can 't find how stop them. Janell Sent from Yahoo Mail on Android On Sat, Feb 25, 2017 at 9:29 PM, Ingrid Bauer <ingridb0000@gmail.com> wrote: HI ...
How do I stop getting all.of the emails from club cafe.. I must have checked a box., but I can 't find how stop them. Janell Sent from Yahoo Mail on Android On Sat, Feb 25, 2017 at 9:29 PM, Ingrid Bauer <ingridb0000@gmail.com> wrote: HI ...
Hi - thinking about joining bivio and trying to set up account. When I try to enter LNKD (LinkedIn) as part of my portfolio, it says not recognized. But I see you have research pages on it and it clearly is a currently traded stock. ...
Thank you all for your answers. That all does make sense. Mary On Friday 24/02/2017 at 9:43 pm, Gladys wrote: Thanks for the explanation. Gladys On 02/24/17, Irina Clements<irina39@verizon.net> wrote: 1) First this is not a penalty. This is a gain. All the members including ...
Thanks for the explanation. Gladys On 02/24/17, Irina Clements<irina39@verizon.net> wrote: 1) First this is not a penalty. This is a gain. All the members including the withdrawing member have this reflect on their form k. Getting gains is good. It means your club makes 2) ...
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 ...