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FolioInvesting Account
We have been using FolioInvesting for several years and we are pleased, except when our Treasurer resigned. FolioInvesting tells us the only way we can remove the Treasurer (who is designated "Owner") of the account is to close the account and open a new account. ...
9 messages
Happy Thanksgiving!
May the turkeys stay out of your portfolio. May the black on your Friday be due to gains in your investments. May you enjoy the gift of friends and family to share special times with. May you continue to feed your curiosity with all the ...
6 messages
Transferring shares to another member
Transferring shares is a gift. If the value is over 14,000 a gift tax return will be required. Linda Sent via the Samsung GALAXY S(R)4, an AT&T 4G LTE smartphone Original message From: mmoriarty@crocker.com Date:11/24/2014 8:41 AM (GMT-05:00) To: club_cafe@bivio.com Cc: Subject: Re: [club_cafe] Transferring ...
2 messages
dividends
Laurie, I never said your info was inaccurate. It was other postings that were incorrect. I work in a tax office that prepares many tax returns. We use the 1099 to determine qualified dividends. That is the information that is given to the IRS and ...
2 messages
Transferring shares to another member
A member asked me if there is a way for a member to leave our club and transfer all her shares to another member (her daughter) ?
3 messages
dividends
There is some misinformation here about qualified dividends. Most stocks, but not all yield qualified dividends if you hold the stock for at least 30 days within the 60 day period inclusive of the dividend payout date. (I believe it is 30 days, but certainly ...
3 messages
dividends
Can you explain why some of our dividends synced from Folio are Qualified and some are not from the same companies?
6 messages
a minor who is a foreign national
I am retired so I can not open another Roth and my other assets are already divided where Infant them to be. I contacted TRowe Price and they will not open a custodial account for a foreign nation. Plus for me ton open an account ...
1 message
a minor who is a foreign national
Does anyone have any experience with custodial accounts for minors in a family investment account when the minor is a foreign national and therefore there is no social security number? Sent from Surface Pro
2 messages
reconcile
Where is link that tells how to correct differences in cash accounts and number of shares owned . Bivio does not agree with my club's TD Ameritrade Acount
4 messages
Getting Ready For Tax Season - Webinar Posted
Hi everyone, The transcript and a recording of the webinar that was given last night is now posted.A You can find it here: Getting Ready For Tax Season One big take away is to get started on confirming the cost basis and gains/losses from each ...
4 messages
Getting Ready For Tax Season
Preparing for Investment Club Tax Season What you need to do now to get ready Want to avoid any tax season headaches? Take a little bit of time to join us for a webinar on Wednesday, November 19,2014 at 8:30PM ET. It's time to give ...
13 messages
Gloria Graham (Club Disbanding)
Near the end of the year is probably too late unless you have no stocks that pay dividends. Search the archives of club cafe, you will find articles about disbanding. Joe Farrell Everyday Investment Club On Tuesday, November 18, 2014 5:43 AM, Gloria Graham < ...
2 messages
Disbanding Club
Dear Gloria, We are sorry to hear your club is disbanding.A Here are the instructions you need to follow to close it down correctly: https://www.bivio.com/site-help/bp/Disbanding_A_Partnership_Help Note that your operations will not be closed until your final transaction is completed.A This includes the receipt of any ...
2 messages
Looking for Investment club
looking for investment club in Buffalo, New York. please help Wanda Gary
1 message