I have a question about the lineal question. In my club we have myself and my two children, my brother and his wife and child. Do I include everyone together even though I am not blood related to my sister-in-law? Or do I click on ...
Most of the federal forms that print out from Bivio INCLUDING K-1's need to be sent in. Do not send in the withdrawal reports. Those are only for the member to do their taxes. The state return also must include the state k-1. Sent via ...
Hi, I belong to a club that shares in several Vanguard Mutual Funds. Each month, I record the dividends received in various accounts as ordinary dividends. Vanguard just sent me the 2015 Form 1099-Div that provides the total dividend distribution (ordinary and qualified) for each ...
Laurie, et. al., Just got my 1099 from Folio. The qualified dividends came out to the penny but I have a slight difference between short and long term gains/losses. On short term loses bivo shows $152 while Folio shows $134, difference of $18. For total ...
I have been following this discussion as well. I am also a long time club treasurer . I think it's important for members to see their social security numbers on their k1, especially new members. So they can confirm that the correct information was given ...
Is it possible to generate a set of forms without the SSN that I can email to the individual members and later generate the same set to mail to the IRS and CA FTB?
We are a relatively new club, and one of our members is having trouble depositing money into the brokerage account. Our brokerage is Etrade. Most of our members have been able to set up a monthly deposit directly from their bank accounts into the etrade ...
I think you are all being a bit paranoid. I work in a tax practice and we enter SS numbers all the time in our tax program. You will cause far more problems if you make a mistake by manually writing in the numbers each ...
Thanks for sharing your process. I've been trying to think of efficient way of doing this. Sent from my T-Mobile 4G LTE Device Original message From: "A Hinds via bivio.com" <user*28730700001@bivio.com> Date:02/22/2016 15:07 (GMT-08:00) To: club_cafe@bivio.com Cc: Subject: Re: [club_cafe] Tax form question I'm our ...
As treasurer, I do have the SSNs in bivio. I am quite confident of bivio's security processes. And, I think there are many softer targets which are easier pickings. And if you ever had a government job, or applied for one, or had a security ...
We are a new family club of four members and I'm not required to file a tax form for our state (Ohio) for three of our partners. However, I'm new at filing a state form, and we have one partner who lives in OR that ...
Fidelity has a preliminary 1099 available. My Bivio dividends and the 1099 didn't match with the only difference being MDT. Per Fidelity, the 4/17/15 and 7/17/15 MDT dividends had part of the recategorized as return of capital. The amt of the return of capital is ...
We had two withdrawals of members and I see that for some reason they were not closed out and show up in 2015 how do I go back and close them out and redo our taxes for 2015