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 ...
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 ...
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?
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 ...
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 ...