Our broker is telling us that we don't need to file because our total gains for the year was less than $10 (we are a new club).A Is this true?A Has anyone else experienced this?
The 5 state tax programs available from bivio are CO, CA, NY, NJ and PA For other states, we offer this option to get your state taxes prepared: State Tax Preparation If you want to see what your state tax filing requirements are, this table ...
If you login and go to Accounting>Taxes and you don't see the tax program, A it is because you do not have correct privileges in your club to do that.A You need Treasurer or Administrator privileges. This is how one of your current officers needs ...
Laurie, how is your book club with the Pat Dorsey "Five Rules for Successful Stock Investing" going? One of my club members is now reading this with me and if you have more quizlets that you plan to post we will certainly use them! If ...
Hi, Last year NOV performed a spinoff of DNOW on 6/2. We also received cash in lieu of half a share in the amount of $16.51. According to the 1099 from TD Ameritrade, the cost basis was $15.81. I noticed that this transaction was not ...
We're a partnership and all current members are CA residents. We have a prospective new member who will be moving from Virginia to CA sometime during 2015. Can anyone tell me if the State of Virginia tax dept. will require us to send them the ...
We received two dividends in December in Folio that haven't synced as of today with bivio as of today. Should I enter them manually so we can balance December? Thanks for your help.
In the past years, we have had some new members. They did not sign up for access to Bivio; therefore, they can't print their own K-1s. Is there a way for them to do that now? And, if so, can you tell me the steps ...
Just a reminder that we will be doing a webinar that shows you how to prepare your investment club taxes on February 9, 2016 at 8:30 PM Eastern Time.A It's free and all are invited but space is limited. A Register Now Laurie Frederiksen Invest ...
For many investment clubs this is an ongoing question.A For those who like to learn more about making sales decisions, A Stock Rover is holding a webinar this afternoon at 1PM Eastern Time that you might be interested in: When To Sell A Stock If ...
Leave it to Morgan Housel to put it in perspective: Why We're Terrified of Typical I liked this line: A " As the saying goes, more money has been lost preparing for bear markets than in actual bear markets" Laurie Frederiksen Invest with your friends! ...
Hi Everyone, We get a variety of requests to add AccountSync import capabilities for additional brokers. Let's start a discussion on the brokers you'd like to see us add. Your input is very valuable in helping us prioritize our development efforts. Laurie Frederiksen bivio Inc.