| 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: 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 ... |
| 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 ... |
| 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 ... |
| RE: club_cafe: Fidelkity InvestmentsHi Carole, I'm using TDAmeritrade and FolioInvesting in two different clubs. I'm not sure about automatic dividend reinvestment, but otherwise I believe they would satisfy your criteria. TDAmeritrade has $9.99 commissions. FolioInvesting is offering free commissions to BetterInvesting clubs if you make your trades during ... |
| Why We Do What We DoWe got this today from one of our clubs. I thought since all of you are members of investment clubs that you would appreciate the positive experience he describes. First I have to thank you for the service you provide investment clubs. Ours started out ... |
| Re: Withdraw member question> David, > > Thanks for your help, however we used the broker, Scottrade, > to cut the check out of cash that was in the account and not > invested (we didn't have to sell anything to pay the member > off). Since I ... |
| Re: [club_cafe] Edward Jones Added as New AccountSync BrokerHi, AccountSync will only pull in new transactions that are provided by your broker and enter them in bivio.A It is not a true synchronization in that it will not go back in time and correct mistakes in past entries. It is best to think ... |
| Re: [club_cafe] Re: Step up in cost basisYes; thank you for sharing your wisdom! Sent from my iPhone On Mar 13, 2025, at 1:30 PM, David Karbulka via bivio.com <user*26468500001@bivio.com> wrote:  Ira, you are a legend. That is all. On Thu, Mar 13, 2025 at 1:16 PM ira smilovitz via bivio.com ... |
| Bank and broker issues for a new clubThe following was sent to the Trez_Talk inbox. It brings up some valuable considerations for a new club. Guy Russell wrote, I thought we planned our group very well, but we seem to keep hitting alot of obstacles. Maybe these questions are some that others ... |
| RE: [club_cafe] Schwab vs Bivio statements for Annual Audit StepsWe also just concluded our final audit of 2019. Our club does 2 audits per year. As treasurer I download transaction reports from TDAmeritrade and bivio for the 6 month period. I combine each data set into two spreadsheets sorted by date (I also greatly ... |
| Get Ready To Do Your Investment Club TaxesGet ready to do your investment club taxes! Join us for Audit Party Weekend, January 24 and 25! 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 ... |
| 2022.8.17 - TPC Minutes.docxThe Passive Club (TPC) Meeting Minutes for August 17, 2022 Meeting called to order at 11:06 AM Meeting adjourned at 11:23 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 ... |
| Re: [club_cafe] Fidelity 1099Brokers are not required to run the holding period check to make a final determination if a dividend can be considered qualified.A You, however, are.A That is why we run it for you. If a difference you see between our forms and theirs is because ... |