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 ...
I went to Accounting then Taxes and it said below you will find 6 steps and there was nothing. If I changed the date to 2015 the 6 steps appeared. Has anyone else had this trouble or I am missing something.
All, Ron Lieber, NY Times columnist has a great column, Your Money. The column today entitled "23 questions you are going to need to ask about investment fees" is a quick read. (NY Times, although paid site, gives you 8 or 10 articles a month ...
To payout a withdrawing partner we plan to transfer a stock in which the club has a substantial gain. I understand that by doing this the club avoids having to pay a Capital Gains tax on the gain. Can the Club then turn around and ...
I know we are warned about the problems with clubs purchasing shares in master limited partnerships. Do the same cautions apply to limited partnerships? (Is there a difference between a LP and a MLP?) A club member is suggesting purchasing TLLP, but I have concerns.
This seems like a big concern to individual investors if the current administration wants to remove this from the Dodd-Frank Act. (The DFA gives SEC the authority to impose a fiduciary duty on brokers who give investment advice -- the advice must be in the ...
An investment club partner gave me a great tip for creating PDFs on a PC: download free software at CutePDF.com . When it installs on your PC it creates a new 'printer' option. When that option is used, you will get a dialog box to ...