Can you please bring this up to date?A I think we have four positive periods: A April 2013-2014; A May 2013-2014; June 2013-2014; and July 2013-2014, so we should have one more yellow smiley face. A Thanks.
We finally received our 1099 from TDA. There is a $16 difference between "Total Ordinary Dividends" (Line 1a) and "Qualified Dividends" (Line 1b). I've traced the difference to the way I entered the dividend reinvestments for 2 of our ETFs (XLY and XLE). Apparently, a ...
Anyone else relate to this?A I've had the experience of being a stock-picking genius a€‹ 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 A Subscribe A to ...
Hi Laurie, In 2014 we sold off all of our Coach Inc stock which was purchased in 2004 and 2005. During my audit it was noted by my audit team that the sale was listed on our 1099-B as a "noncovered tax lot" under Long-Term ...
After opening my tax forms in their PDF format, the "print" option under "File" comes up gray. I am unable to print. Tried right clicking but nothing comes up. Ideas?
Do not send the IRS the 1099. The brokerage house files documents with the IRS files which they use to match totals on the tax return. I am a tax preparer. Linda Wiltse Sent via the Samsung GALAXY S(R)4, an AT&T 4G LTE smartphone Original ...
I know it should seem obvious, but is it necessary to send the IRS our club's 1099? I thought they receive one as well. Should I include it in our mailing? Thanks! Johnny
Greetings, Does anyone know how to handle a member who only paid two payments about two years ago and then disappeared. We would like to withdraw him, but have no place to send check. Any help is appreciated. Thanks! Johnny
I suspect many of you will get a chuckle out of this: a€‹ 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 A Subscribe A to the Club ...
During the tax interview, we confirm our dividend records, including the ex-dividend dates. Finding ex-dividend dates can take some digging. Yesterday, I couldn't find the dates on the TROW web site, so I emailed Investor Relations at TROW. Today a nice lady at TROW called ...
The 1099 we received from our brokerage firm has the wrong name printed with our club name and address. It is the name of the president who was the primary contact when we set up our account, not the treasurer who will prepare and submit ...
Lest you get the idea that the IRS is just a big scary place,A this page on their website proves they have a sense of humor: Tax Quotes Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! A www.facebook.com/bivio Follow us on twitter!A ...