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k1s when will 2014 k 1 s be available it is the only doc missing! Carol Hile 4 messages
taxes can we generate the tax forms yet? Mary Fran Novak Mary Fran Fitzgerald 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 ... Susan J Mueller 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: ... Linda 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 ... Margaret F. Wentworth 8 messages
Changing ticker symbol One of our investments has changed ticker - how do I change it in our bivio account. Deep Shikha 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 ... Robert Butz 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 ... Laurie Frederiksen 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 ... Marty Eckerle 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 ... WILMA SOSSAMAN 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? WILMA SOSSAMAN 5 messages
qcor - mnk merger I have account sync with TD Ameritrade. I have 4 separate posts to my transaction list that seem to double the amount of cash received. How do i handle this transaction. attached are the specific transactions. Which set of transactions can i delete to get ... Thomas C 3 messages
5 Reasons To Do An Investment Club Audit Don't forget!A Next weekend is Audit Party weekend.A It's a great time to schedule your investment club's Audit.A If you don't know how to do one,A we're offering a webinar on Saturday, January 24 at 1PM ET that will show you how: Sign Up Now ... Laurie Frederiksen 1 message
Portfolio Analysis Does anyone have a recommendation for a website or product that our club can use to analyze our portfolio other than Toolkit? Maggie Murphy 9 messages
Stock Buying Proposal Guidelines Our club is preparing some standardized stock buying proposal guidelines, and I'd like to get some feedback from any other clubs who have already done this, or from those who have suggestions as to what to include in such guidelines. Our objective is to provide ... Morgan Lamarche 13 messages