How do we account for payments dated in 2015 on the 1099 that are NOT in Bivio for 2014? This is for Digital Realty Trust and these are reported on the 2014 combined 1099 01/15/15 31.11 Nonqualified dividend 03 01/15/15 5.77 Long-term capital gain 03 ...
I ran the taxes for my club and the K-1s only show the cash-out amount for members who fully withdrew from the club last year, not their tax basis. Another club member told me to run a "Withdrawal Report" for them to use with their ...
Our club wants to buy into the Invesco Equity and Income mutual fund. The initial investment is $1000 and there is a front end fee of 5% which works out to be $50. The price of the unit is $10.47. Can any one tell me ...
HI, We see that the CA tax forms are posted. Do we need to wait for an official Bivio announcement? Laurie had asked us to wait for the announcement in a previous post. Thanks, Virginia Van Kuran Tower Investment Club Palo Alto, CA
Club_Care-ers, I am a member of the OKI-TriState chapter of BI, and am building a Power Point presentation on family clubs. I would like to hear from you about your experiences - especially: How you convinced people to join your club Do members join BI? ...
Hello, Bivio does not prepare Massachusetts Form 3K, the state partnership return, probably because our state requires a lot of information not easily extracted from the Federal K-1. We have built a spreadsheet which aids in calculating entries on the Massachusetts Form 3K-1 for club ...
Hi, You can edit a members information on your roster.A Go to Administration>Roster and click on their name.A That will open a form with their information entered.A You can click on any of the field labels to edit the information shown. Laurie Frederiksen Invest with ...
I have an Undetermined Transaction for Lynas Corporation ADR (LYSDY) that our TDAM 1099 lists as "Gross proceeds". Does anyone know how to reconcile this in the bivio tax questionnaire? You all must be SO busy now. I wish you the best.
Can someone please tell me what I am doing wrong. I have been sending questions to support@bivio.com and request for telephone calls without any response. As a last resort I sent a letter requesting a call and I am yet to hear from the Bivio ...
Hello all, Contrary to popular belief,A California has not yet fallen into the ocean. However the powers that approve the tax forms we provide for you have apparently taken a clue from the movement of the Pacific plate "at approximately 46 millimeters per year (the ...
Our club, Mt. Ararat, typically pays a withdrawing member with stock as discussed on this list a number of times. We did that again last June. The former member has asked a question about her cost basis that I cannot answer with any specificity. Can ...
Our club, Mt. Ararat, typically pays a withdrawing member with stock as discussed on this list a number of times. We did that again last June. The former member has asked a question about her cost basis that I cannot answer with any specificity. Can ...
Dividend reinvestment definitely complicates the reporting in the investment club environment. If all shares were sold, the broker should add wash sales to the cost basis. Not all make this adjustment. You may need to email copy of 1099 to Bivio to alter entries. They ...
On our broker 1099, they now report the basis to the IRS. I am having a hard time making my proceeds and cost basis match the 1099 report. I also have a number of items mark with a wash sale adjustment. The problem is that ...