Communications
club_cafe
HelpRegister
Calculator for Massachusetts Form 3K-1 for Club Members
Hello, Bivio does not prepare Massachusetts Form 3K, the state partnership return, probably because our state requires a lot of information not easily extracted from the Federal K-1. We have built a spreadsheet which aids in calculating entries on the Massachusetts Form 3K-1 for club ...
2 messages
accidental name change on member list. Cannot find where to edit it.
Hi, You can edit a members information on your roster.A Go to Administration>Roster and click on their name.A That will open a form with their information entered.A You can click on any of the field labels to edit the information shown. Laurie Frederiksen Invest with ...
2 messages
accidental name change on member list. Cannot find where to edit it.
Need to change a name that was accidentally changed on a members account. How do I edit it. Windfall Investments
1 message
how to account for "gross proceeds"
I have an Undetermined Transaction for Lynas Corporation ADR (LYSDY) that our TDAM 1099 lists as "Gross proceeds". Does anyone know how to reconcile this in the bivio tax questionnaire? You all must be SO busy now. I wish you the best.
9 messages
Communication problem
Can someone please tell me what I am doing wrong. I have been sending questions to support@bivio.com and request for telephone calls without any response. As a last resort I sent a letter requesting a call and I am yet to hear from the Bivio ...
2 messages
California State Tax Program
Hello all, Contrary to popular belief,A California has not yet fallen into the ocean. However the powers that approve the tax forms we provide for you have apparently taken a clue from the movement of the Pacific plate "at approximately 46 millimeters per year (the ...
7 messages
Withdrawal paid with stock
Our club, Mt. Ararat, typically pays a withdrawing member with stock as discussed on this list a number of times. We did that again last June. The former member has asked a question about her cost basis that I cannot answer with any specificity. Can ...
4 messages
A question about withdrawal paid with stock
Our club, Mt. Ararat, typically pays a withdrawing member with stock as discussed on this list a number of times. We did that again last June. The former member has asked a question about her cost basis that I cannot answer with any specificity. Can ...
1 message
Broker 1099 and basis reported to IRS and wash sales
Dividend reinvestment definitely complicates the reporting in the investment club environment. If all shares were sold, the broker should add wash sales to the cost basis. Not all make this adjustment. You may need to email copy of 1099 to Bivio to alter entries. They ...
2 messages
Broker 1099 and basis reported to IRS and wash sales
On our broker 1099, they now report the basis to the IRS. I am having a hard time making my proceeds and cost basis match the 1099 report. I also have a number of items mark with a wash sale adjustment. The problem is that ...
1 message
Quests for Positive Returns
Can you please bring this up to date?A I think we have four positive periods: A April 2013-2014; A May 2013-2014; June 2013-2014; and July 2013-2014, so we should have one more yellow smiley face. A Thanks.
2 messages
CA Tax Form
Any news from the state of CA re the Tax Form? My members are getting restless. JoAnn
1 message
Dividend Reinvestment in ETFs
We finally received our 1099 from TDA. There is a $16 difference between "Total Ordinary Dividends" (Line 1a) and "Qualified Dividends" (Line 1b). I've traced the difference to the way I entered the dividend reinvestments for 2 of our ETFs (XLY and XLE). Apparently, a ...
2 messages
Perrigo PLC
Can bivio handle this?
2 messages
how to account for "cash in lieu of" for DNOW spinoff
Hi, Last year NOV performed a spinoff of DNOW on 6/2. We also received cash in lieu of half a share in the amount of $16.51. According to the 1099 from TD Ameritrade, the cost basis was $15.81. I noticed that this transaction was not ...
4 messages