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Your Tax Form Explained
As we come to the end of yet another tax season, (your returns need to be filed by Monday April 18), A it's a good time to laugh. A If you still have tax questions, A maybe Bill Bryson can help. Your Tax Form Explained ...
1 message
Bivio Top Club Holdings
Laurie, I have a question about the Shares Held column in the listing of the Top Club Holdings. For instance AFLAC Inc. is shown as 2.6328. I don't understand what this number means. It can't possibly mean that there are 2.6328 shares held by all ...
10 messages
NJ Webfile is Ready
We are happy to let you know that NJ has fixed their e-file program.A It is now ready for you to use to file your NJ state taxes. A Ira Smilovitz has written up an instruction sheet (attached) for using the program for you. Just ...
1 message
Under Armour (UA) Stock Split
I recently noticed that Under Armour (UA) has undergone a 2 for 1 stock split. Our brokerage account (TDA) reflects this but I don't see anything yet in Bivio. Is there something explicit that we need to do for this? Or will this be handled ...
2 messages
Filing 1065; USPS Certified Mail Tracking Incomplete
Interesting story: We had a couple whose return was rejected when efiled because someone had filed a fraudulent return in the husbands name. To add insult to injury, 2 weeks later he gets a bill from TurboTax saying they did not get paid for the ...
1 message
Filing 1065; USPS Certified Mail Tracking Incomplete
I agree with option one. It takes about 30 days for paper returns to get in the system. The IRS does not like getting second copies so that often causes problems. Linda TAX PREPARER Sent via the Samsung GALAXY S(R)4, an AT&T 4G LTE smartphone ...
1 message
Filing 1065; USPS Certified Mail Tracking Incomplete
I mailed the 1065 for 2015 to the IRS on April 4th. I did not specify a return green post card this year (first time) as the clerk said their on-line tracking was sufficient. The tracking shows the envelope reached Salt Lake on April 6th ...
5 messages
Shared from Twitter: Take the same finance class the NFL gives its players - MarketWatch
Interesting article on how the NFL is now educating the players.A Considering all the horror stories of payers filing bankruptcy this seems rather reactionary.A But still,A it never hurts to review good concepts. Mark Eckman Take the same finance class the NFL gives its players ...
1 message
Withdrawal Question
When I took over as treasurer I had all sorts of issues with those dates and the way we did our payouts. It was complicated by people who took weeks to deposit their checks. I had the club rewrite the bylaws to specify the valuation ...
5 messages
New Jersey Important Tax Filing Status Update
The New Jersey Division of Taxation has released the 2015 web application for filing the NJ-1065 Partnership Return but the application is buggy.A Investment clubs that are subject to the filing fee A may be able to file their 2015 NJ-1065 at this time. However, ...
5 messages
Withdrawal Question
There are two dates listed to use when filling out a member withdrawal: the "transaction date" and the "member valuation date". I've always assumed that the member valuation date fixed the end date for transactions, and the transaction date is used to record the correct ...
1 message
Withdrawal Question
There are two dates listed to use when filling out a member withdrawal: the "transaction date" and the "member valuation date". I've always assumed that the member valuation date fixed the end date for transactions, and the transaction date is used to record the correct ...
1 message
Foreign National as club member?
Do any club here have experience with foreign national (non-us citizen person) as a member? What will be operational difficulties like membership dues, distributions, brokerage accounts etc etc? Any special requirement for filing tax forms other than 1065, tax witholdings? Most of the hedge funds ...
8 messages
Club tax information missing
Is there a way to discern if club taxes have been filed? Our club's tax filer has become indisposed.
3 messages
Think Inside the Box!
Anybody know a millennial looking for a job or a boomer looking to supplement retirement or Social Security?A Maybe they should check this out: Kiosk Ambassadors 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 ...
3 messages