Re: [club_cafe] WithdrawalsWe have over 50 members so the tax returns run a few hundred pages with all the k-1's. Cost to print for paper and ink plus mailing costs for the returns adds to around $100. I suggest a fee of from 5 to 15 dollars ...

Time to Warm Up and 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 ...

Investment DetailTo see a list of all transactions associated with a specific investment, go to the Accounting>Investments page and then and then click on its name. At the top of the list displayed, you'll see buttons which will allow you to enter additional transactions related to ...

Re: [club_cafe] DisbanningYes, some members can take stock and the others cash. The club will have to decide who gets what. There is no legal way you can transfer stock or cash to a member's 401 plan. Ira Smilovitz On Wed, Aug 27, 2014 at 5:25 PM, ...

Yankee Chapter Model Club Meeting MinutesMeeting Minutes - Yankee Chapter Model Club GoToWebinar, 11:00AM ET / 8:00AM PT January 13, 2024 In attendance (124 registered and 43 visitors attended) Members: Stephen Roy, Brent Goll, Ira Haas, Jessica Glant, Liz Tobin, Jack Finn and Sriram Madabhushi were present. Esteemed visitor: Joe ...

Tax Information UpdateIt's almost time to prepare your investment club taxes. Join us for a webinar on Tuesday, Feb. 12, 2019 at 8:00PM Eastern Time and we'll show you how. We'll go through all the steps you should follow to use the bivio tax program. You'll see ...

Microsoft Word - Instructions for NJ (3).docxInstructions for NJ-1065 Webfile (Tax Year 2018) NOTE: NJ now claims that Internet Explorer is the most compatible browser. However, even when using IE, you still may have problems. If you get a Java error or see a blank screen, follow the additional instructions at ...

Microsoft Word - Instructions for NJ (3).docxInstructions for NJ-1065 Webfile (Tax Year 2019) NOTE: NJ now claims that Internet Explorer is the most compatible browser. However, even when using IE, you still may have problems. If you get a Java error or see a blank screen, follow the additional instructions at ...

Microsoft Word - Instructions for NJ (3).docxInstructions for NJ-1065 Webfile (Tax Year 2020) NOTE: NJ now claims that Internet Explorer is the most compatible browser. However, even when using IE, you still may have problems. If you get a Java error or see a blank screen, follow the additional instructions at ...

Re: [club_cafe] Edward Jones Added as New AccountSync BrokerThanks. Sent from my iPhone On Aug 1, 2016, at 9:02 AM, Laurie Frederiksen < laurie@bivio.biz > wrote: Hi, AccountSync will only pull in new transactions that are provided by your broker and enter them in bivio. It is not a true synchronization in that ...

Do I use Adjusted Cost Basis or Club Cost Basis after Club has disbandedOur club disbanded in December and our Treasurer transferred all members stocks to their personal broker accounts. When these transactions occurred the receiving broker used the clubs cost basis for my cost basis and seems disinclined (see email below) to use my member adjusted cost ...

Register Now for bivio Investment Club Audit and Tax Preparation Webinars!Your 2023 investment club tax forms need to be filed by March 15, 2024. 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 now. The first step in preparing correct ...

Re: [club_cafe] Re: bivio Upgrade-Changes to Files AreaI have been on the bivio site several times this morning and I'm hoping things will improve. What you had before worked well for me, however, at this point many of the files I can't open and the mail area doesn't work as well as ...

RE: club_cafe: 2010 Tax Program Released!I noticed a problem on the PA. state income tax return. Suggestion and/or tell me if I should make a correction on our tax forms. I ran our Fed. And Pa. state tax return tonight. In doing so, I looked back on NAIC's forms I ...

Start Your Investment Club Tax Prep Now!Stay warm and get started on taxes! Your 2018 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 ...