State_Tax_Return_Order_Form.pdf2023 State Tax Return Order Form The cost for preparing your club's state return is based on the number of members in your club as determined by the number of Schedule K-1s in your federal filing. The cost is $89 for clubs having 10 or ...

Re: [club_cafe] Re: Tax toolsPer info given in Bivio's (last week) webinar, Bivio is waiting for IRS to release final changes for 2023 tax filing. Sent from my iPhone > On Feb 20, 2024, at 9:40 PM, Dennis Brown via bivio.com <user*6213300001@bivio.com> wrote: > > i haven't seen any updates ...

Re: [club_cafe] Re: Tax toolsWe also belong to a club with Better Investing. Our taxes are done and filed. So I am not sure what Bivio is doing besides not delivering on what they need to. From: club_cafe@bivio.com <club_cafe@bivio.com> on behalf of Lynda Feit via bivio.com <user*26876200001@bivio.com> Sent: Wednesday, ...

Re: [club_cafe] Re: Tax toolsSnarky On Wednesday, February 21, 2024 at 09:43:48 AM MST, Barb & Glenn Doherty via bivio.com <user*33500400001@bivio.com> wrote: We also belong to a club with Better Investing. Our taxes are done and filed. So I am not sure what Bivio is doing besides not delivering ...

Re: [club_cafe] Re: Tax toolsSo the IRS has to approve the Bivio software before it can be released. Bivio has no control over the IRS process. Yes some software is available but others are not. I have been a CPA for 45 years and every year some software approvals ...

Re: [club_cafe] Re: Tax toolsShouldn't the IRS be required to wrap that up sooner? Just sayn' Linda On Wed, Feb 21, 2024 at 8:42 AM Lynda Feit via bivio.com <user* 26876200001@bivio.com > wrote: Per info given in Bivio's (last week) webinar, Bivio is waiting for IRS to release final changes ...

Re: [club_cafe] Re: Tax toolsCongress is still debating a new law that will be retroactive to 1/1/23. That will affect individual returns. Software will have to be updated. I agree it should all be decided and updated by January every year. But we the people don't have much influence ...

Re: [club_cafe] Re: Tax toolsWell, the IRS has a personnel shortage. So if you have a problem address it to your congressman or senator. Good luck with THAT On Wed, Feb 21, 2024 at 4:34 PM Linda Glein via bivio.com <user* 21345500001@bivio.com > wrote: Shouldn't the IRS be required to ...

Re: [club_cafe] Re: Tax toolsI know it is frustrating but I would rather it be right and not have to amend my return..just have patience.A On Wed, Feb 21, 2024 at 4:34a€¯PM Anna Murray via bivio.com <user* 32616600001@bivio.com > wrote: Well, the IRS has a personnel shortage. So if ...

Re: [club_cafe] Re: Tax toolslisten this has nothing to do with the IRS. Iclub which is the software for the other investment club we belong to through Better Investing had their software done 2 weeks ago. This is a Bivio problem. From: club_cafe@bivio.com <club_cafe@bivio.com> on behalf of Anna Murray ...

Re: [club_cafe] Re: Tax toolsomg enough On Wednesday, February 21, 2024 at 04:23:30 PM MST, Barb & Glenn Doherty via bivio.com <user*33500400001@bivio.com> wrote: listen this has nothing to do with the IRS. Iclub which is the software for the other investment club we belong to through Better Investing had ...

Re: [club_cafe] Re: Tax toolsHave you compared the cost of myiclub to bivio? Be sure to realize bivio tax program is included. If I remember correctly, myiclub charges extra for that service. Just saying you might want to check this out. Long time satisfied bivio member. Sent from Yahoo ...

Re: [club_cafe] SEC and Charles SchwabCRiG disbanded after transferring all stocks to individualA accounts and selling loosersA when we transferred from TD to Schwab.A Schwab Club account recieved some lingering dividends. We had a club Credit Union account set up with 2 signatures, not all members and transferred from Schwab ...

Re: [club_cafe] Re: DisbandingLinda. Schwab moved our TD transfer from Nov to Sept. Their office is 20 min away so we delivered all paperwork. They lost one DTC form (member DTC and Bivio withdrawal stapled together and all placed in folder) for each transfer within their companies and ...

Account DetailA list of all the transactions in an account is displayed when you click on Accounting > Accounts followed by clicking on the name of the account. From this Account Detail page, club officers are able to enter new transactions, as well as delete existing ...