| Re: [club_cafe] Re: Clubs Using ScottradeThank you, I will look at that and see if I can solve. Heidi On Monday, April 23, 2018, 10:48:48 AM EDT, Laurie Frederiksen <laurie@bivio.biz> wrote: There were probably final transactions in your Scottrade account that will need to be entered manually. Most likely they ... |
| Re: [club_cafe] Club DisbandingHere are the answers to the original questions: 1.A A When you file your final tax return it will inform the IRS your club has disbanded. 2.A Your final club return is due by the 15th day of the third month following the month of ... |
| No Slide TitleREITs and this Class Types of REITs REITs & the Market REITs & the Market REITs vs. the Markets Dollar Cost Averaging (DCA) REITs role in DCA REITs role in DCA Importance of Dividends REITs role in DCA REITs & Total Return REITs & Total ... |
| Dissolving a clubA user wrote Unfortunately, we have reached a point in our club where there is little or no interest or time in involvement by members. We have decided to dissolve the club. We were thinking the best way would be to sell all the stock ... |
| Re: Final K-1 Box not checkedThank you. |
| Final Withdrawal report or Capital Gain/Loss reportWe had a member who did a full withdrawal last year. He did a partial withdrawal earlier in the year and then a full withdrawal later in the year. On the withdrawal report it says "Note - any gain/loss realized on withdrawal must be reported ... |
| Re: NJ Partnership Return - Website is updatedI ran into the same business allocation factor on the preparer page as Marc did, but somehow got the "0" to hold after fudging around a bit. I have encountered a new problem though. When entering the Partners Directory, we have three members who quit ... |
| Re: [club_cafe] TD Ameritrade withdrawal / transfer to a Schwab accountUnder "My Account", "Deposit & Transfer" then "Internal Transfer" Fill out forms 1. Transfer From 2. Transfer To 3. Review & Finalize On Mon, Feb 8, 2021 at 10:30 AM William Waskosky via bivio.com <user* 33549200001@bivio.com > wrote: Hi Kevin, Our club has two members ... |
| Adding and removing membersLaurie, Under the bivio Partnership Adding Members Considerations it says: Your partnership agreement is an agreement between the people listed on the signature page to conduct the business of the group in a specific manner. If this list changes, legally, the partnership is dissolved and ... |
| Re: [club_cafe] Stop Loss Orders and Wash SalesIf you buy and sell entirely within the IRA, wash sales are irrelevant as there are no capital gains or losses to report. If you sell for a loss in a taxable account and then buy back in an IRA within the wash sale window, ... |
| Pool 2Pool 2 Tip: As you place the value from 1-32 scratch the indx number to visualize the remaining numbers available to place for all teams $10 each sheet. Entries must be in before the first game. Losses get no points. Multiply the Value or Weight ... |
| Re: club_cafe: Final K-1 for a Departing Club MemberIra Thank you (very much) for your reply I had a feeling as I wrote my response that it didn't "feel" right and in the back of my mind I considered that I should just determine the gain from the cost less the proceeds received ... |
| Re: [club_cafe] AccountSync & Fidelity Investment Accounts -Part IiThe significant issue is to get an a EIN (employer identification number) from the IRS and establish the broker account in the name of the club under the club EIN. The club should open the brokerage account in its behalf using the club EIN , ... |
| Re: [club_cafe] Member payments with valuation in prior yearGood information. Sounds very different than member payments. I guess partner will have to wait until the books are closed on 2017. scott On Fri, Jan 5, 2018 at 12:35 PM, Laurie Frederiksen < laurie@bivio.biz > wrote: You do not want to determine any withdrawal ... |
| Re: [club_cafe] E-filing in NJBoyd, I was able to use the www.ieonchrome.com website to submit my NJ partnership return. However, I didn't launch chrome on my computer. I am a MAC user and I was using Version 15.3 of Safari. Also, I selected IE9, not IE10 in the selection ... |