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| Re: [club_cafe] Highway Funding Bill (and More)....The issue is not with us getting the tax forms to you,A the issue that is the bottleneck is your broker getting you the 1099 forms you need to finalize your taxes.A A They are supposed to get them to you by Feb 15 but ... |
| Re: club_cafe: Final K-1 for a Departing Club MemberJohn, There are a number of inaccuracies in your reply. As I posted earlier, there is nothing on line J, because most investment clubs do not have to complete it. See the instructions for Schedule K-1. To determine the gain or loss, you do NOT ... |
| Re: [club_cafe] AccountSync & Fidelity Investment AccountsI admit I am somewhat puzzled by the implications of your question. In my view, there should never be a circumstance where personal and club account access and positions are commingled. Period. It may happen that the person or persons authorized to transact on the ... |
| Re: [club_cafe] Re: Watch ListsHi Laurie, This is one of my favorite subjects, but I've been trying to decide what more I can offer than a dashboard at Manifest. I agree it's a good step to take. But I don't agree with the premise that any one system provides ... |
| Email votingWe recently had some discussion among our members on our email voting policy. (Below you will find our email voting policy) Does any other club allow email voting? What do you do & how do you administer it? Wayne J Email Voting Guideline The use ... |
| RE: [club_cafe] WithdrawalsOur club has over 50 members.A There is a cost of paper and ink to print out the several hundred pages for the tax returns plus K-1a€(TM)s. A (600 pgs @ .05 = $30) A You need the copy to mail and an extra copy ... |
| RE: [club_cafe] Stop Loss Orders and Wash SalesWhat about within IRA's. Does the wash sale rule apply? From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of Laurie Frederiksen Sent: Friday, March 30, 2012 11:33 AM To: The Club Cafe Subject: [club_cafe] Stop Loss Orders and Wash Sales Some of you set stop loss orders on ... |
| Re: [bivio.com #248868] Re: [club_cafe] Re: AccountSync - Edward JonesHi All, Here's an update on all the issues: The Edward Jones problem was escalated by a branch manager. As soon as they fix the issue on their end, we are in business. Feel free to contact EJ. The Schwab issue is more complicated. Yodlee ... |
| Re: LawyersYou said I am new to this site and new to investment clubs. A group of us are trying to start a club and everything we have read says to consult a lawyer to review legal papers( Partnership Agreement,etc..) We visited one yesterday who said ... |
| Re: [club_cafe] Re: Changes Affecting Your Club for 2018 Tax ReportingThanks for that explanation Ira. Sent from my iPhone On Jun 4, 2018, at 10:21 PM, ira smilovitz via bivio.com < user*2883400001@bivio.com > wrote: Replying to both Mary and Dick, No, it's not likely to get any better in future years and, surprisingly, this is ... |
| Re: [club_cafe] Re: Changes Affecting Your Club for 2018 Tax ReportingReplying to both Mary and Dick, No, it's not likely to get any better in future years and, surprisingly, this is not Trump's doing. It was enacted as Section 1101 of the Bipartisan Budget Act of 2015, but the onset was postponed to this year ... |
| Re: [club_cafe] E-filing in NJHi Stu, I did try that on twoA different computers.A A Launched chrome, went to that web site ( www.ieonchrome.com ) and typed in the NJ business tax URL in the IE10A mode.A I'm able toA log in successfullyA at the NJ tax site, but ... |
| Re: [club_cafe] WithdrawalsOur club is in NY. Most members are not very knowledgeable and rely on the advice of a small group. About half respond to buy and sell votes by email in between meetings. Recommendations by our research committee are followed most times. Research can also ... |
| Re: [club_cafe] Disbanding Club and Payout of MembersSo, a few questions. If we disband in January or February 2022 we need to wait for the 2022 tax forms. Is that correct? How long do you recommend we wait after selling all stocks to distribute the remaining funds? Finally, what date do you ... |