Re: [club_cafe] Re: AccountSync SchwabWe are a bigger investment club but I - re-synced and it worked - BUT I had to do it twice. And you have to do the change on the Schwab site and in Bivio. I did it several months ago and haven't had an ...

Re: [club_cafe] IntroductionJustin, Great to have you aboard. Would be wonderful if you can get the Schwab/Yodlee connection to Bivio to finally work out - we have been without connection since April 1, 2022!A And at the end of my rope and will have to changeA one ...

Re: [club_cafe] Re: AccountSync SchwabThought I was getting somewhere with Schwab but finally got "we are working on it" again. Question is if we changed to another broker will they be able to include the past transactions from Schwab that Bivio has not had access to since April. Sent ...

Re: [club_cafe] AccountSync SchwabIs it possible for Bivio to accept a .CSV file to transactions? Would it be possible? Many brokers can generate a CSV file on the website. That would also open up more brokers to be compatible with Bivio, even if they can't sync automatically. Best, ...

Re: Disbanding Tax Forms 2021 vs. 2022The IRS has not finalized the 2022 tax year forms yet. The bivio 2022 tax software will be available in mid-February. When a club files a partial-year return, the returns are filed on the prior-year (2021) forms. You do not have to refile and your ...

First Audit, Then Taxes!Hi everyone, Has your club completed your 2022 audit? We're glad many of you could join us live for the How to Do An Investment Club Audit webinar. If you missed it or want to watch again, the handouts and video and audit forms are ...

Re: [club_cafe] First Audit, Then Taxes!Becky- I am unable to attend the seminar in Feb. Could I register for the seminar so that I can receive the presentation later? I am so sorry that I will be unable to attend & hope that I can listen to this webinar- maybe ...

Re: [club_cafe] First Audit, Then Taxes!Nan, do register for the webinar.A We will post the webinar handouts and the webinar video on our bivio Taxes Help pages within several days after the webinar, and let you know when they are ready here on Club Cafe.A Becky Kruse bivio On Thu, ...

Transition from TDA to SchwabMy club has been with Schwab for over 20 years. There are four items that you may want to keep in mind while dealing with the transition: 1. Schwab allows check writing on the brokerage account. There is no need for a separate bank account. ...

Re: [club_cafe] Transition from TDA to SchwabThank you John for your insight. Most appreciated Sent from my iPhone > On Mar 20, 2023, at 4:08 PM, John W Ranby Trustee PGM Cariboo Trust via bivio.com <user*15792700001@bivio.com> wrote: > > My club has been with Schwab for over 20 years. There are ...

Re: [club_cafe] Transition from TDA to SchwabThanks for the excellent advice. We are currently with TDA and transitioning to Schwab. Karen > On Mar 20, 2023, at 5:08 PM, John W Ranby Trustee PGM Cariboo Trust via bivio.com <user*15792700001@bivio.com> wrote: > > My club has been with Schwab for over 20 ...

Re: Club DuesHi Stephanie, I've enabled the partial-year tax software for your club. As John said, it may be premature to finalize your club right now while you have outstanding IRS issues. Becky Kruse bivio

Re: Cherry Tree Investment ClubHello Becky, My club is also disbanding.A I just sold all the stocks and have received the dividends declared. I see that you initiated a partial year tax software to Stephanie.A Would appreciate if you can do the same for my club as well.A I ...

Re: [club_cafe] Re: DisbandingLinda's comments regarding Cindy's post are correct. When you process a full withdrawal and transfer stock to the withdrawing member, that member does not assume the club's cost basis in the stock transferred. The member's stock cost basis is their club tax basis less any ...

Re: NJ Partnership ReturnIt looks like there may finally be some movement on this issue. There is now the following message under the File NJ-1065 Annual Return and Payment check box on the second screen: "The 2023 NJ-1065 Annual Return is currently under development and will be available ...