| RE: [club_cafe] Medtronic (MDT) Tax JoyOur club owns JCI, which is merging with Tyco and moving its domicile to Ireland (although operational headquarters will remain in the US.) I'm curious to know if we can expect similar problems with the new JCI when it shifts to Ireland. What red flags ... |
| Re: Non-Profit BivioThere have been many good comments to this topic, many of which I agree with, but I'd like to add my (inflation adjusted) two cents worth. While I am no longer a club Treasurer, I was a Treasurer for many years and for several clubs. ... |
| Re: [club_cafe] Waiting for TDA 1099Ia€(TM)mA Saul J. Blair 602-295-9764 bsaul359@gmail.com On Thu, Feb 29, 2024 at 10:16a€¯AM Norman Gee via bivio.com <user* 125100001@bivio.com > wrote: TDA 1099 finally shown up on the website on 2/29 On Thu, Feb 29, 2024 at 6:16a€¯AM MARY FRAN NOVAK via bivio.com <user* 7094300001@bivio.com ... |
| Re: Re: [club_cafe] Long term capital gains resulting from member withdrawalThank you all for your answers. That all does make sense. Mary On Friday 24/02/2017 at 9:43 pm, Gladys wrote: Thanks for the explanation. Gladys On 02/24/17, Irina Clements<irina39@verizon.net> wrote: 1) First this is not a penalty. This is a gain. All the members including ... |
| Re: [club_cafe] Tax formsA It would be the IRS to finalize it on March 14 with it due on the 15th.A A On Sat, Feb 6, 2021 at 10:06 AM Peter Dunkelberger via bivio.com <user* 26984900001@bivio.com > wrote: I do not understand the pressure that comes every year ... |
| Re: [club_cafe] Disbanding Club and Payout of MembersOh, my gosh. I looked in Bivio and I was able to pull up my K-1 from 2007, 2008 and 2009 for a club that disbanded in aboutA 2010. However, I am still in a club that has a bivio subscription. Linda On Tue, Aug ... |
| Take_stock: Wash SellDoris: At 04:07 AM 11/19/2001 +0000, you wrote: >Our club own Tellab (TLAB) since 2/14/2000 and we still like >the stock. Since we bought it at $55.00 to see it double to >$110.00 in 5 years is very unlikely. So I recommand that we >will ... |
| Valuation DateJust as a mutual fund, we update your club's valuation on a daily basis. This valuation occurs around 8 pm MST, when we receive the final, corrected closing prices from our data supplier. This sets daily Unit Value which is used to determine the number ... |
| Re: club_cafe: AmeritradeBob - Our club has had an account with Ameritrade for almost three years. We have been very satisfied with their service. Recently, we also opened an account with BuyandHold.com We have also been very satisfied with this service, and the fees are much less ... |
| Re: club_cafe: Difference in valuationSarah Lovelidge writes: > Hi - I noticed that two of my club's holdings have different > valuations in my bivio valuation report and on our > Waterhouse account valuations for the end of the month. > What has caused this and which numbers are ... |
| 2001 Tax Forms Availablebivio's 2001 tax software has been released. Club Officers: you can access your club's tax forms at: https://www.bivio.com/my-club-site/accounting/taxes As always, please make sure your end of year tax statements from your financial institutions agree with the numbers on your 1065, Schedule D, and attachments. If ... |
| Withdrawl of Partner questions.......We are a new club (10/30/01) and we have one partner who wishes to fully withdraw from the club (personal problems etc..) my questions are as follows: Question 1: In our Partnership Agreement, it states that there is a $60.00 non-refundable fee upon joining the ... |
| Re: 2001 Tax Forms AvailableI went to the site below to print out the tax forms for my investment club but I keep getting an error: IRS Center you entered is not valid for the club's address. I'm entering Austin, TX for the IRS Center where our club will ... |
| Taxes and terminating the clubFor various reasons we are cashing out of our investment club. This was all doen before the end of the tax year so we have final schedule K-1 and 1065's. My question has to do with how the disposition of cash (all our stock was ... |
| Re: club_cafe: Archiving/retaining clubs dataI would keep the records for at least four years after the due date of the club's final tax return, possibly longer. My logic is as follows: Generally the IRS has three years to audit a return starting from the latter of the due date ... |