Unpacking my toothbrush :)Thanks Lynn & Robert: It took a few days, but I finally found my error ~ and I am a dope. I will for sure be more careful in the future. Apparently I duplicated two dividends, but when I duplicated each of them, I entered ...

Datek to AmeritradeAmeritrade finally moved us from the Datek login to Ameritrade. Does anyone know if we can now use AccountSync? Also, for those who use this service, do you enjoy it and really save time and effort? How much clean up is involved at year end ...

Re: club_cafe: Datek to AmeritradeHartwig Moss IV writes: > Ameritrade finally moved us from the Datek login to > Ameritrade. Does anyone know if we can now use AccountSync? We will be looking into this shortly. Tax season is in full swing so we are focused on helping clubs ...

AccountSyncI'd highly reccomend AccountSync. It works great and has saved us lots of time and effort. Rob Nagler wrote: > Hartwig Moss IV writes: > > Ameritrade finally moved us from the Datek login to > > Ameritrade. Does anyone know if we can now ...

Re: club_cafe: Closing ClubIt can be done, but it won't be easy. It's too early to know now, but past experience suggests that the tax preparation modules won't be released before December-January depending on how long it takes the IRS to finalize its forms and instructions. You can ...

RE: club_cafe: Problems with Buy And HoldLast year we were having a lot of problems when we requested checks from buyandhold so we finally got fed up and moved to BrownCo. Now I can say we're very happy with them. They are always attentive and the $5 commission is well worth ...

Re: MeetingsOur club, Stock Pirates Investment Club, meets every other month and this has been fairly successful for us. We have 14 members that break down into three groups. There are about 6 of us that are at every meeting, another five or six that attend ...

Pengrowth "Dividends"Many thanks for your previous rapid response to my query about how to handle Pengrowth "dividends" (see a 2-17-05 post titled "Scottrade 1099..."). I contacted Scottrade and they said that Pengrowth might reclassify that income in late March of this year. But, for now it ...

Re: club_cafe: One man/one vote?Marcia, This is a topic upon which you are not going to find agreement. Some people feel vehemently that the vote should be proportionate to the units held. Others feel, just as strongly, that it should be one person-one vote. Still others offer a compromise, ...

Pengrowth K1Okay - hopefully my last post on Pengrowth! If you haven't noticed, there are Pengrowth posts on this discussion board going back to 3/3/05. Our investment club finally received a K1 Short Form from Pengrowth in Canada. It clearly indicates that our investment club is ...

Re: club_cafe: Pengrowth K1In a message dated 3/21/2005 3:31:42 P.M. Eastern Standard Time, alan1303@bivio.com writes: Okay - hopefully my last post on Pengrowth! If you haven't noticed, there are Pengrowth posts on this discussion board going back to 3/3/05. Our investment club finally received a K1 Short Form ...

Re: club_cafe: Re:Re: Re:Re: Where should I register the club, (VA, NJ, or NY)?>>Hi Ira, >>After registering the club in VA, basically, the club has to file a NY State return only for NY resident members. >>For VA and NJ resident members, the club does not file anything for their States. >>Am I correct? I hope that I ...

Re: club_cafe: My thoughts on 2005 Bivio taxesLynn Ostrem writes: > the where-to-file link on that interview page. We do have a link that tells you where to file on the taxes page. > Finally, the print-outs. In previous years, we were given a > list of the 1065 and other forms ...

Individual K1'sI am working in the Expert Tax section. In past years I have typed the date at the top of each partner's form. This year there are only 2 spaces allowed at the "beginning" date and at the "ending" date no matter what is entered ...

Re: individual K-1Marsha Paff wrote: > IraS1@aol.com wrote: > > In a message dated 2/10/2006 4:33:49 P.M. Eastern Standard Time, > > mpaff@bivio.com writes: > > as far > > as I can tell I have downloaded and installed Adobr > > 6.0, and I have not ...