https://www.irs.gov/pub/irs-pdf/f7004.pdf This is a link to the IRS site for the extension form 7004.A You can fill out the form on the site, print it and mail it.A The code is 09 for Form 1065. I have also attached instructions and a PDF of the ...
Laurie, I found the following on the FOLIO website. I quote its entirety. "When congress enacted the legislation requiring brokers to report cost basis, the consolidated 1099 due date was changed to Feb. 15th. In an effort to provide you with the most current data ...
I was shocked when my Club's checks drowned on our Foliofn account were bouncing when deposit. For example, I was planning a two month RV Caravan to Mexico. So I withdrew funds to pay for the event. We sold shares to cover my withdrawal and ...
We are a small, 6 member, mixed gender club in Newport News. We've been around since 1996, our membership has been declining, and since we haven't been successful with getting support from the Better Investing Visit-a-Club program, we felt that we might get some interest ...
On December 7, Under Armour changed its ticker symbols for its Class A and Class C shares. The Class A shares were changed from UA to UAA. The Class C shares were changes from UA.C to UA. Note that the former ticker symbol for Class ...
Happy Holidays! Our programmers have just added a nice update to a very important bivio report.A You can now see cost basis per share as well as total cost basis for each lot of any stocks you own on the:A Investment Lot Cost Basis Report ...
Hi All, The presentation and recording for last nights webinar is now posted: Getting Ready for Tax Season Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! A www.facebook.com/bivio Follow us on twitter!A A www.twitter.com/ bivio Follow Us on Google+ Click here to ...
An alert club followed up on this email I sent in March to find out if there had indeed been any further adjustments that were made to the MDT dividends paid from April 2015 thru April 2016: Medtronic Tax Joy It turns out there were.A ...
Can someone tell if the Auto-sync date in Bivio should be update every day even if their are no change to the Brokerage account? I have just take over the job as treasurer and have notice that Bivio has not updated since password was change ...
My club has held Cognizant for a number of years, and we were thinking about adding to our position except for that bribery scandal. Having never been in this situation before, how serious is this and how long is the legal action likely to drag ...
Fairpoint Communication was a spinoff several years ago. The former symbol was FRCMQ. It is now FRP. How do I change the symbol I the stystem so it is changed on my reports?
Hi All, We have worked with Folio to implement a work around that will allow you to continue to use AccountSync with your Folio account. To use it, there are two steps you will need to take.A They are described here: Folio Setup Laurie Frederiksen ...
Here is a link to a thought starter to go with your Sunday Morning Coffee. http://news.morningstar.com/articlenet/article.aspx?id=776919 and here is the link to the Bloomberg article. http://www.bloomberg.com/news/articles/2016-10-26/the-co-founder-of-long-term-capital-management-wants-you-to-learn-your-financial-formulas
Just to let you know, I called a couple of days ago. The person who answered said he would do the needful. He did not ask me to send anything in writing. Kanak Varde In a message dated 10/27/2016 8:28:52 A.M. Eastern Daylight Time, pjcler@gmail.com ...
Hi All, If your investment club uses Folio Investing as a brokerage and bivio AccountSync to automatically enter your transactions into bivio, you need to take action. We have been made aware that Folio is implementing 2 factor authentication for all of their accounts. A ...