| Re: [club_cafe] Metronic (MDT) Tax Joy - ContinuedHi Andy, The final information from MDT was posted on May 27, 2016.A If you got your revised 1099 after that, A it should agree with the updated numbers. In any case, A your broker should have updated the cost basis they show for your ... |
| RE: [club_cafe] Heads up - Getting Ready for Upcoming Broker ChangesHere is my response from Schwab. Thank you for your message, I am happy to assist! The merger with TD Ameritrade is estimated to be completed in towards the end of this year. At this time we do not have any indication on how that ... |
| Re: [club_cafe] Club DisbandingYes.A Like many things, the IRS doesn't ask for that information on a filed form,A but you would need to be able to justify it if you were ever audited. Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! A www.facebook.com/bivio Follow us ... |
| Re: [club_cafe] Member payments with valuation in prior yearWill the same apply to a withdrawal made in 2018 based on a valuation date in 2018 that may happen before 2017 is finalized? scott On Fri, Jan 5, 2018 at 12:24 PM, Laurie Frederiksen < laurie@bivio.biz > wrote: No.A Any changes will update your ... |
| Re: [club_cafe] Withdrawals& not only one group of 50+ members. -- but 2 such groups responded recently! Amazing! The groups must both be dynamic & inspiring & very successful. . . What's your secret? & Where are you located? Carol Wow! 50 members? Where is this club? ... |
| RE: [club_cafe] Club DisbandingThanks, Laurie, Our investment club is not planning to disband. Bob Original Message From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of Robert Shaw via bivio.com Sent: Monday, October 8, 2018 8:58 PM To: club_cafe@bivio.com Subject: Re: [club_cafe] Club Disbanding From Laurie last June: Bob Hi, Clubs disbanding ... |
| Stop Loss Orders and Wash SalesSome of you set stop loss orders on all of your stocks and many of you may be considering them to protect some of your recent gains in the market. Just a heads up. If they trigger and you sell the stock for a loss. ... |
| Re: club_cafe: Closing a Club - Tax Form PrepPatricia A Funke writes: > Sad to say but our club disbanded this past year and the > funds were dispersed and I am now finalizing the Bivio site > and doing the tax forms for 2003. My question is: > > I have shown ... |
| Re: First full withdrawals from our club in bivioRip West wrote: > In answer to your other question, when you withdraw these partners, you will be given the option to prohibit them from accessing or getting email messages. Is there a way to do that now -- before I run their withdrawals? I ... |
| Re: club_cafe: Dreaded Tax Time QuestionThe folks at bivio will release the tax module sometime in January after the IRS issues the final version of the tax forms. At that time, you can answer the various interview questions and generate your club's tax return. However, you should wait until after ... |
| Re: Dreaded Tax Time QuestionIra, 1. Has bivio released the tax module? 2. what do you mean, "receive ALL your 1099s? We have received 1 1099 from our 1 brokerage TDAmeritrade. Should we receive any other 1099s? thanks, Etana Stockettes iras1 wrote: > The folks at bivio will release ... |
| Re: club_cafe: Re: Dreaded Tax Time QuestionHi Etana, bivio will announce when the tax module is ready. I usually miss it! <G> I just check the Tax page. 1099s come from the broker, the bank, individual companies if you have DRIPs or Directs, etc. We balance to the penny each month, ... |
| Re: club_cafe: Re: Dreaded Tax Time QuestionIn a message dated 01/31/09 13:37:58 Eastern Standard Time, etana_finkler@bivio.com writes: Ira, 1. Has bivio released the tax module? I don't think so, but I haven't checked recently. If you try to access the tax tab, either you'll get the 2008 interview or you won't. ... |
| Re: [club_cafe] Disbanding ClubDear Gloria, We are sorry to hear your club is disbanding.A Here are the instructions you need to follow to close it down correctly: https://www.bivio.com/site-help/bp/Disbanding_A_Partnership_Help Note that your operations will not be closed until your final transaction is completed.A This includes the receipt of any ... |
| Re: [club_cafe] Disbanding ClubI'm sorry too. Thanks for the info. On Nov 18, 2014 8:58 AM, "Laurie Frederiksen" < laurie@bivio.biz > wrote: Dear Gloria, We are sorry to hear your club is disbanding.A Here are the instructions you need to follow to close it down correctly: https://www.bivio.com/site-help/bp/Disbanding_A_Partnership_Help Note ... |