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: 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: 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] 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. ...

Re: [club_cafe] Re: Watch ListsDear Lynn, You make really good points. I would agree that a Manifest Dashboard isn't totally comprehensive, but in our club, we felt it was a quick and simple way to keep a birds eye view on companies we find interesting. I think you make ...

Microsoft Word - monthlyTreasurersTasksMay2011.docxThe final monthly task you will have as your club treasurer is to report at your club meeting. Monthly Treasurers Report Treasurers Report * Club financial status * Member financial status You'll want to give a brief report that will show your club two things: ...

No Slide TitleIntroduction to the Pert Maintaining Your Portfolio The Rule of Five Portfolio Management Tools Pert Report Trend Report Summary Report Pert A Worksheet & Graphs Pert B Worksheet & Graphs Portfolio Management Guide Challenge Tree How to Get Started Update Prices with just a click! ...

Re: [club_cafe] Explaining to members how to access their K-1'sMarty, I totally get your question, I do. As you have, I have repeatedly explained how to do this and other elements of bivio, reports, etc in educational segments, or off line discussions. I totally believe in self sufficiency. Two points: one of my clubs ...

Re: [club_cafe] Metronic (MDT) Tax Joy - ContinuedThanks, Laurie, for this update. When I review our Medtronics dividends/distribution, I come up with the same figures (estimates) provided by our broker on the 2015 (revised) 1099. Am I missing something or is this what it should be? I wonder what other clubs are ...

Re: [club_cafe] Why do we have to do our taxes so late?It not that bivio is late, it is really the US Congress not finalizing taxes until late then the IRS has to do the forms, and then bivio has to translate the forms into computer code and get out to us also, your 1099s dont ...

Re: [club_cafe] Gatekeeping StocksOur club use a stockwatcher to report on the stock(s) assigned. We rotate assignments once every two years. The SW makes a report to the club with regard to the companies projection going forward and presents, with substantiation, their idea of what the SSG should ...