| 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 ... |
| Re: [club_cafe] Re: NJ Partnership ReturnWhat does that mean? We need to wait for them to fix it before filing 2024 partnerships return. Get Outlook for iOS From: club_cafe@bivio.com <club_cafe@bivio.com> on behalf of Paul J. Savarese via bivio.com <user*28508500001@bivio.com> Sent: Tuesday, March 26, 2024 11:31:58 AM To: club_cafe@bivio.com <club_cafe@bivio.com> Subject: ... |
| Re: [club_cafe] Re: NJ Partnership ReturnHas ANYONE been able to file with NJ? Get Outlook for iOS From: club_cafe@bivio.com <club_cafe@bivio.com> on behalf of Paul J. Savarese via bivio.com <user*28508500001@bivio.com> Sent: Tuesday, March 26, 2024 11:31:58 AM To: club_cafe@bivio.com <club_cafe@bivio.com> Subject: [club_cafe] Re: NJ Partnership Return It looks like there may ... |
| Re: [club_cafe] Re: NJ Partnership ReturnI figured out a way last year, but not yet this year. The main problem being that Java is not supported (due to security concerns) in modern web browsers. Each year it is less likely to work unless NJ reprograms their Java-based forms in another ... |
| Re: [club_cafe] Re: NJ Partnership ReturnInteresting. Sent from Yahoo Mail for iPhone On Tuesday, March 26, 2024, 12:47 PM, Stuart Weissman via bivio.com <user*15236200001@bivio.com> wrote: I figured out a way last year, but not yet this year. The main problem being that Java is not supported (due to security concerns) ... |
| Re: [club_cafe] Re: NJ Partnership ReturnI tried Opera, Edge in Internet Explorer mode, Internet Explorer, Firefox (older versions), Chrome and even an old browser emulator. I cannot bring up the first java-based applet. On Tue, Mar 26, 2024 at 6:20a€¯PM joey palmieri via bivio.com <user* 20990900001@bivio.com > wrote: Interesting. Sent ... |
| Re: [club_cafe] Fidelity - Mailed ChecksWe started mailing the member's checks (mostly by BillPay) to me and I can deposit them over the internet to Fidelity. no problems so far. We asked all our members to have a personal account with them so that we could transfer stock to them ... |
| Re: [club_cafe] 2024 Tax Filing for Clubs disbanding in 2024I was searching through old emails and came across the questionA regarding a club disbanding in 2024. Our club did so, in September 2024. At that time, since it was getting close to the endA of the year, I thought I would need to wait ... |
| Re: [club_cafe] Handling Late PaymentsThere are no tax implications for the club if they don't charge a withdrawal fee. The tax implications come from whether you transfer stock or cash to them. John Rice ABODI Investment Club From: JAYNE GILBERT <jaynegrd@sbcglobal.net> To: "club_cafe@bivio.com" <club_cafe@bivio.com> Sent: Monday, May 5, 2014 ... |