Laurie, I never said your info was inaccurate. It was other postings that were incorrect. I work in a tax office that prepares many tax returns. We use the 1099 to determine qualified dividends. That is the information that is given to the IRS and ...
There is some misinformation here about qualified dividends. Most stocks, but not all yield qualified dividends if you hold the stock for at least 30 days within the 60 day period inclusive of the dividend payout date. (I believe it is 30 days, but certainly ...
I am retired so I can not open another Roth and my other assets are already divided where Infant them to be. I contacted TRowe Price and they will not open a custodial account for a foreign nation. Plus for me ton open an account ...
Does anyone have any experience with custodial accounts for minors in a family investment account when the minor is a foreign national and therefore there is no social security number? Sent from Surface Pro
Where is link that tells how to correct differences in cash accounts and number of shares owned . Bivio does not agree with my club's TD Ameritrade Acount
Hi everyone, The transcript and a recording of the webinar that was given last night is now posted.A You can find it here: Getting Ready For Tax Season One big take away is to get started on confirming the cost basis and gains/losses from each ...
Preparing for Investment Club Tax Season What you need to do now to get ready Want to avoid any tax season headaches? Take a little bit of time to join us for a webinar on Wednesday, November 19,2014 at 8:30PM ET. It's time to give ...
Near the end of the year is probably too late unless you have no stocks that pay dividends. Search the archives of club cafe, you will find articles about disbanding. Joe Farrell Everyday Investment Club On Tuesday, November 18, 2014 5:43 AM, Gloria Graham < ...
A I'll let Laurie and others talk about how to or not to expense technology for investment clubs (I do agree with her that there really is probably no benefit of running the cost through the club).A I thought I would take a stab at ...
All: Interested to hear your feedback/experience with all/some of the following. Our club is considering purchasing a laptop, projector (and briefcase for both), for about $950 and using club funds to do so. We have contemplated a "special assessment" of about $100 per member or, ...
Is there anyone here part of an investment club on Detroit's East Side that is willing to accept new members? I'm a volunteer with BI's Southeastern Michigan chapter and we had a request from a woman looking for a club to join. She works in ...