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Taxes on foreign stock
Our club is interested in buying Seadrill (SDRL) which is headquartered in Bermuda. Will this be a tax problem later? Also, the word Limited in the name makes me wonder if it is a partnership although I can not find that word (partnership) on their ...
2 messages
Taxes
We sold a stock this year that back in 2011 gave dividends as "cash in lieu of" which changed the cost basis to look different than the cost basis in bivio. How do I fix this in bivio?
9 messages
Related Partners question in Step 4 of bivio tax preparation
I had 2 members marry in 2014 and when I got to step 4 of the bivio tax preparation page and the question about relatives, it said click next to add new relatives. But instead of being able to enter them, it went directly to ...
2 messages
k1s
Hi Laurie Any idea when the State forms will be available Original Message Subject: Re: [club_cafe] k1s From: Laurie Frederiksen < laurie@bivio.biz > Date: Sat, February 14, 2015 12:29 pm To: The Club Cafe < club_cafe@bivio.com > The ability for your clubs to prepare Federal ...
5 messages
k1s
when will 2014 k 1 s be available it is the only doc missing!
4 messages
taxes
can we generate the tax forms yet? Mary Fran Novak
4 messages
Error in 2013
I just found an error in 2013 that has of course carried into 2014. It had to do with a member who withdrew from the club and took his payout in transferred stock. We are doing an audit this year. Obviously we didn't do that ...
5 messages
saving reports
Cute PDF writer is also a free pdf program which works fine and is easy to use. Linda Pointe Players Sent via the Samsung GALAXY S(R)4, an AT&T 4G LTE smartphone Original message From: Mark Johnson <mr.johnson.1953@gmail.com> Date:02/03/2015 2:40 PM (GMT-05:00) To: club_cafe@bivio.com Cc: Subject: ...
6 messages
saving reports
I want to save my monthly treasurer's reports and then attach them to emails to my members. Not all are registered at Bivio. Using regular email. I used to save each report and then attach them individually. No save button or option shows on reports ...
8 messages
Changing ticker symbol
One of our investments has changed ticker - how do I change it in our bivio account.
2 messages
Tax basis for individual members
Could someone explain the tax basis for individual members. The members of my club are questioning it. Examples: Member total paid tax basis market value xxxx 1694 5565.44 2247.13 ABCD 493.15 3611.76 2475.22 Do these members have a perceived tax lost or is it a ...
3 messages
Interesting Statistics from the IRS
It takes them a while, but our friends at the IRS publish many reports analyzing tax data.A Here is some information about IRA's that just came out that I thought was interesting and thought some of you might find interesting also: At the end of ...
1 message
Talk Show Advice
Today, I listened to a podcast that was recorded on the 14 th of this month by a fairly popular financial radio talk show host. A listener called in asking for advice about joining an investment club. The host advised it was very good idea ...
5 messages
Qualified Dividend VS Interest
I noticed on some of the dividends that I have recorded into Bivio are recorded as interest and some as qualified dividends. My question is, does the program automatically decide/know that the dividend being inputted is qualified and not interest? Or do I change everything ...
3 messages
Tim Horton Merger with Berger King
Will Bivio be making adjustments to our stock that we have in Tim Horton? What is the new ticker symbol for the merger?
5 messages