| 2022.5.18 - TPC Minutes.v1.docxThe Passive Club (TPC) Meeting Minutes for May 18, 2022 Meeting called to order at 11:01AM Meeting adjourned at 11:32 AM Officers Name Officers Name President Phil York Vice-President Manu Pasari Treasurer Helen Sorser Treasurer (bkp) Secretary Georgeline Mitchell Secretary (bkp) Member Name Present Member ... |
| Re: [club_cafe] Pfizer - Viatris. Inc transactionYouA are correct that, if you held PFE,A this was a non-taxable spinoff of VTRS.A It can be entered using the Spinoff button on the Accounting>Investments page. On 11/17/2020, for each share of PFE you owned you received .124079 shares of VTRS.A If you were ... |
| It's Time to Do Your Investment Club Audit!Audit Party Weekend! Get ahead of the game! The number one thing you can do now to make sure you'll be able to prepare your investment club taxes quickly is to make sure your bivio records are correct. Whether or not you're a club treasurer, ... |
| Re: [club_cafe] Withdrawals and taxesThis is great news! Can you share more details as to what forms you file or process you use to transfer stocks to withdrawing members. Thanks, Judy On Sep 29, 2023, at 11:15 AM, Donna OConnnell via bivio.com <user*23240500001@bivio.com> wrote: My investment club uses Schwab We ... |
| RE: [club_cafe] Tax formsHere is the timeline our club tries to follow.A Getting the Annual Audit team done by Feb 1 is typically a challenge. Timeline: 1. A A Annual Audit team completea€¦ Feb 1 st 2.A Treasure resolves any discrepancies found during the audita€¦ Feb 15 3.A ... |
| Quarter ReportQuarter Report Company Name: Quarter Ending: Stock Watcher: Quarter Results: Hot List Items: Management/Analyst Guidance: Changes to the SSG: I wouls Relevant News: Overflow Notes: (Please number them based on sections on page one: Wells Fargo 6/30/08 Beth Silverwater June 30, 2008 June 30, 2007 ... |
| Disney/Marvel mergerOn 12/31/2009, Marvel Entertainment Inc (MVL) was merged into The Walt Disney Company (DIS). This merger is a cash plus stock reorganization, a type of transaction which has become more and more frequent in recent years. Entries for this type of transaction are quite complicated. ... |
| RE: [club_cafe] Re: [bivio.com #233526] RE: [club_cafe] Schwab vs Bivio statements for Annual Audit StepsHello Cafe' and Laurie: Thanks for all your responses. Here is our plan going forward. Putting it out for review and comment from the experts. Export all 2019 Schwab transactions (ledger report) into Excel Export all 2019 Bivio transactions (ledger report) into Excel Set up ... |
| Re: [club_cafe] Tax return due date and K1 to partner deadlineIf you have your 1099 form,A you can do the first three steps of the tax preparation process now.A These are the most time consuming and the most important as they involve making sure the information in bivio which will be used to generate your ... |
| RE: [club_cafe] TD Ameritrade withdrawal / transfer to a Schwab accountIra, thank you for confirming my thoughts. Correct re charitable contributions.A The TDA transfer form (which is the same for charitable transfers and others as someone said previously) lays out the two with different explanations.A The reason for the transfer needs to be explained.A My ... |
| Re: [club_cafe] Re: Wabtec / GE stock splitIt can take a while for final information to come out when a reorganization happens. This was a taxable transaction.A You received .005371 shares of WAB for each share of GE that you owned. According to information I just got from GE today,A each of ... |
| Re: club_cafe: Re: club_cafe: Tax: Members in multiple state (NY & NJ)Hi Ira, I have an online club based in California, all but two are in California, one member in Arizona and one in Wisconsin. I have been doing the taxes and just giving them their K-1s each year. Everything seems fine. We have friends in ... |
| RE: club_cafe: FW: club_cafe: Bivio Tax questionRip, You have certainly gotten my attention. The CPA/Partner said she and the new member that she is training to do the return have not gotten together to do the return as yet. So, her review of the Bivio return was a cursory review and ... |
| Calculating Your Personal Rate of ReturnCalculating Your Personal Rate of Return Introduction Your fund says it finished the year up 15%. The fund's Morningstar Quicktake Report says the same. Yet you only made 10% on the fund for the year. The fact is returns depend a lot on how you ... |
| Re: [club_cafe] SPREADSHEETThx Rita. That however only covers 1 year Jay From: Rita Roberts <rita.roberts@verizon.net> To: "club_cafe@bivio.com" <club_cafe@bivio.com> Sent: Tuesday, April 21, 2015 6:04 AM Subject: Re: [club_cafe] SPREADSHEET If you go to the Taxes section on Bivio, under Preparing Your Club Taxes, Step 2 - Reconcile ... |