| 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 ... |
| IRS Issue - Qualified Opportunity Fund?Good evening, Have any other clubs had issues with the IRS incorrectly classifying them as a 'Qualified Opportunity Fund'? Our club received an IRS penalty assessment for 'Failure to Maintain Investment Standard for a Qualified Opportunity Fund'. Our club has never certified as such there ... |
| Re: [club_cafe] IRS Issue - Qualified Opportunity Fund?It is good to call the IRS and talk to them, A sometimes they can take care of it over the phone Colleen goings On Mon, Oct 14, 2024 at 8:30a€¯PM Samantha Borchers (53) via bivio.com <user* 36421900001@bivio.com > wrote: Good evening, Have any other ... |
| Re: [club_cafe] IRS Issue - Qualified Opportunity Fund?I had this problem a few years ago and went round and round (if and when I could get thru to them) until I found out about a form 911 (really) that gets processed by the IRS advocates who will listen more carefully to your ... |
| 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 ... |
| Start Your Investment Club Tax Preparation Now!Avoid delays in filing! Your 2019 investment club tax forms need to be filed by March 16, 2020. You won't be able to finalize them until you get your 1099 forms in February but you can get most of the work done now. The first ... |
| Re: club_cafe: bivio doesn't agree with TDAM 1099I didn't see a reply to you here, but since you copied support on your original post, I assume they've resolved the issues to your satisfaction. If you still have questions, ask again. Ira Smilovitz In a message dated 02/15/09 14:06:44 Eastern Standard Time, marciam2002@comcast.net ... |
| Re: Problems with a deceased mmember's withdrawalSo here are our questions - * What should we do with deceased member's withdrawal check? How can we deliver it to the estate? A. Try to locate a family member or next of kin. Start with who notified you of the death. Call local ... |
| Re: Final K-1 for a Departing Club Memberso does that mean that when we paid a departing partner $193.80 and at this point she had invested $200.00, her loss would be $6.20 (reported on her schedule D)? i'm new at this so thanks for any help. kim John R. Munn wrote: > ... |
| Re: club_cafe: Dissolving a clubHi George, I'm sure Laurie will find you some instructions, but if you can liquidate your holdings (either sell or transfer to club members), distribute the final dollars, and close the accounts before December 31st, then you won't have to do 2012 taxes. If you ... |
| Re: [club_cafe] TD Ameritrade withdrawal / transfer to a Schwab accountThanks. I see that. But that seems to be for someone who already has a TDAmeritrade Account and not a Schwab account. Am I missingA something? Kevin On Mon, Feb 8, 2021, 1:35 PM Norman Gee via bivio.com <user* 125100001@bivio.com > wrote: Under "My Account", ... |
| Re: [club_cafe] Re: IRS Love Notes are Going OutInteresting that the USPS says it is the IRS' responsibility for the final scan. I know I have never scanned any certified mail I have received . I think that is a copout. I began sending all tax returns to the IRS via Certified Mail ... |
| Re: Final K-1 for a Departing Club Member...i got my answer!kim junker wrote:{i got my answer by reading the previous messages} > so does that mean that when we paid a departing partner > $193.80 and at this point she had invested $200.00, her loss > would be $6.20 (reported on her schedule D)? i'm ... |
| Re: [club_cafe] TD Ameritrade withdrawal / transfer to a Schwab accountJoe, This is more for my understanding of things. I finally got through to TD Ameritrade Customer Support. He is telling me that the individual initiatesA the request. That seems risky in that they could choose different stocks than the one we identified to transfer. ... |