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Tax basis for individual members
Could someone explain the tax basis for individual members. The members of my club are questioning it. Examples: Member total paid tax basis market value xxxx 1694 5565.44 2247.13 ABCD 493.15 3611.76 2475.22 Do these members have a perceived tax lost or is it a ...
2 messages
Interesting Statistics from the IRS
It takes them a while, but our friends at the IRS publish many reports analyzing tax data.A Here is some information about IRA's that just came out that I thought was interesting and thought some of you might find interesting also: At the end of ...
1 message
Talk Show Advice
Today, I listened to a podcast that was recorded on the 14 th of this month by a fairly popular financial radio talk show host. A listener called in asking for advice about joining an investment club. The host advised it was very good idea ...
5 messages
Qualified Dividend VS Interest
I noticed on some of the dividends that I have recorded into Bivio are recorded as interest and some as qualified dividends. My question is, does the program automatically decide/know that the dividend being inputted is qualified and not interest? Or do I change everything ...
3 messages
Tim Horton Merger with Berger King
Will Bivio be making adjustments to our stock that we have in Tim Horton? What is the new ticker symbol for the merger?
5 messages
qcor - mnk merger
I have account sync with TD Ameritrade. I have 4 separate posts to my transaction list that seem to double the amount of cash received. How do i handle this transaction. attached are the specific transactions. Which set of transactions can i delete to get ...
3 messages
5 Reasons To Do An Investment Club Audit
Don't forget!A Next weekend is Audit Party weekend.A It's a great time to schedule your investment club's Audit.A If you don't know how to do one,A we're offering a webinar on Saturday, January 24 at 1PM ET that will show you how: Sign Up Now ...
1 message
Portfolio Analysis
Does anyone have a recommendation for a website or product that our club can use to analyze our portfolio other than Toolkit?
9 messages
Stock Buying Proposal Guidelines
Our club is preparing some standardized stock buying proposal guidelines, and I'd like to get some feedback from any other clubs who have already done this, or from those who have suggestions as to what to include in such guidelines. Our objective is to provide ...
13 messages
Transferring club assets within the club
How do I transfer assets from one club member to another? I understand that at the end of the year there will be tax implications because the percentage of ownership will change for the parties involved. Will the transaction itself be a taxable event also? ...
6 messages
Walgreens Boots Merger
I'm having a little trouble with the Walgreens/Bootes Alliance merger transactions. When checking our December E*trade statement against bivio, I found that the share balance did not match. We had 217.94777 Walgreens shares, but our 12/31/14 E*Trade statement shows only 217 of Walgreens Boots Alliance. ...
2 messages
BuyandHold transfer to Folio Investing
Just got an email from our broker, BuyandHold, that they are closing up shop and will be transferring all of their client accounts to Folio Investing as of February 13, 2015. Apparently no action is required to accomplish this on the brokerage end (unless we ...
3 messages
Better Investing
Thank you for your responses. Other than the magazine, are there advantages that our club would miss out on if we dropped BI? On Wednesday 14/01/2015 at 8:10 am, Herb lemcool wrote: You can use Bivio with out being a Better Investing member Sent from ...
8 messages
Better Investing
Does a club have to have a membership in Better Investing in order to subscribe to Bivio? Our club has had subscriptions to both for years but we find that Bivio provides most of the information and support we need. Can we have Bivio without ...
3 messages
Partnership Taxation Capital base question?
I have simple and maybe silly question about partnership taxation. example : partners A and B put together $6000 and $4000 at the start of year 2014 in Fidelity brokerage. brought some stocks for all of $10000. during the year..(assume no dividends received and none ...
4 messages