| RE: [club_cafe] stock filing bankruptcyI have submitted filings when one of my stocks ended up in law suits. Save your buy and sell confirmations, copies are needed in order to file for your share of any settlement. The forms are easy and you are entitles to any settlement coming ... |
| Re: [club_cafe] Tax formsI once had a member really get agitated when he was told we have to do the audit first.A He said "what does the audit have to do with our tax returns?"A Dead silence--no one could talk after their mouth dropped to the floor. Peter ... |
| Re: [club_cafe] DisbanningThank you so much for your replies on disbanding.A I checked our agreement and it say decisions will be made by 2/3 vote.A I now have 6 of 7 wanting to disband.A I have been the treasurer for at least 6+ years and no one ... |
| Valuation Dates and Trying to Keep Everyone EqualHi Christine, It is very difficult to do club accounting and keep everyone "equal" though I understand how many clubs start out thinking this is important. My own club felt this way for many years. But, a club should be a longtime group and sooner ... |
| Re: club_cafe: Stock name changesThank you very much!!! Now it is very clear and done!! I am so glad that you and Rip and others are there for these pesky problems!! Original Message From: IraS1@aol.com To: club_cafe@bivio.com Sent: Monday, November 13, 2006 2:37 PM Subject: Re: club_cafe: Stock name ... |
| Re: [club_cafe] Withdrawals and taxesMy investment club uses Schwab We transfer stocks to a withdrawing members personal Schwab account.A On Fri, Sep 29, 2023, 6:44 AM Judy Simonson via bivio.com <user* 29968200001@bivio.com > wrote: I believe Fidelity allows stock transfers to club members. We are looking into these issues ... |
| Filing 1065; USPS Certified Mail Tracking IncompleteI mailed the 1065 for 2015 to the IRS on April 4th. I did not specify a return green post card this year (first time) as the clerk said their on-line tracking was sufficient. The tracking shows the envelope reached Salt Lake on April 6th ... |
| Re: [club_cafe] CA investment clubs and temporary SOS#sThere will be a place in the tax interview for the temporary SOS#. Note: that FTB reversed course and said that this is optional, not mandatory. Ira Smilovitz On Fri, Feb 18, 2022 at 11:59 AM Norman Gee via bivio.com <user* 125100001@bivio.com > wrote: Our ... |
| TranscriptsCFIC Education Program: A vast majority of club members may be new to investing. Together, we learn while we earn. What's more, we learn from each other. An organization has weight that an individual does not to obtain the services of guest speakers, arrange field ... |
| Re: [club_cafe] SPREADSHEETIf you go to the Taxes section on Bivio, under Preparing Your Club Taxes, Step 2 - Reconcile Your Dividends and 1099, you will get a complete spreadsheet, by stock, of each dividend and totals for the year. Work through the sub steps in Step ... |
| Re: [club_cafe] Federal & State Tax Reporting Requirements for Disbanding ClubsMike, Thanks for the helpful hints.A You're right about the date also.A Old habits.A Thanks again. On Sat, Aug 17, 2019 at 4:27 PM MICHAEL LEANA via bivio.com <user* 33017100001@bivio.com > wrote: Jack: I'm going through the same disbanding process with our IC out here ... |
| MICNOVA Minutes_08 (August 08-2023).docxModel Investment Club of Northern Virginia (MicNOVA) DC Chapter of Better Investing Minutes for the August 08, 2023 (Online Meeting) Members Present: Sheryl Patterson, Arvind Krishna, Ty Hughes, Janet Lewis, Pat Onufrak, Jo Murphy, Maskey Krishnarao, Patrick Smith, Baskar Arumugam, Kathy Emmons Members Absent: Gladys ... |
| Re: [club_cafe] Making sure I have my dates correctly for a full withdrawal from the clubI think as far as the club is concerned the club value is the value on the valuation date specified in the PA. As far as the IRS is concerned I expect the value will be the value on the date she takes personal possession ... |
| Time to Get Your Ducks in a Row!Stay warm and get ready for taxes! Your 2017 investment club tax forms need to be filed by March 15, 2018. You won't be able to complete them until you get your 1099 forms in February but you can get most of the work done ... |
| Re: [club_cafe] Attention Clubs Using Schwab as A BrokerThis applies to clubs that are currently using Schwab.A A I talked to someone at TDAmeritrade recently and he indicated it would probably be sometime in 2023 before TDAmeritrade changed their customer interface to Schwab. But nothing is final on that.A There's a lot of ... |