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IRS Forms
Most of the federal forms that print out from Bivio INCLUDING K-1's need to be sent in. Do not send in the withdrawal reports. Those are only for the member to do their taxes.
The state return also must include the state k-1.



Sent via the Samsung GALAXY S(R)4, an AT&T 4G LTE smartphone


-------- Original message --------
From: Don Scoville <dcscoville10@gmail.com>
Date: 02/26/2016 9:47 PM (GMT-05:00)
To: club_cafe@bivio.com
Subject: [club_cafe] IRS Forms

Note:What forms do we send to the IRS, 1065 Partnership, Do
they need copies of members personal K-! or any other INFO.
DON

Here are the instructions for filing your Federal tax forms:

Investment Club Tax Filing Instructions

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe



On Sat, Feb 27, 2016 at 1:57 AM, Linda <wiltse@optonline.net> wrote:
Most of the federal forms that print out from Bivio INCLUDING K-1's need to be sent in. Do not send in the withdrawal reports. Those are only for the member to do their taxes.
The state return also must include the state k-1.



Sent via the Samsung GALAXY S(R)4, an AT&T 4G LTE smartphone


-------- Original message --------
From: Don Scoville <dcscoville10@gmail.com>
Date: 02/26/2016 9:47 PM (GMT-05:00)
To: club_cafe@bivio.com
Subject: [club_cafe] IRS Forms

Note:What forms do we send to the IRS, 1065 Partnership, Do
they need copies of members personal K-! or any other INFO.
DON

Note:Am I correct : you do no send BROKER 1099 INFO to IRS./// only copy 1065 Partnership & copy or K-1 for each club member & INFO for line 13d & line 19a./// Please confirm. Many thanks for your help. STILL learning DON

On Sat, Feb 27, 2016 at 10:18 AM, Laurie Frederiksen <laurie@bivio.biz> wrote:

Here are the instructions for filing your Federal tax forms:

Investment Club Tax Filing Instructions

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe



On Sat, Feb 27, 2016 at 1:57 AM, Linda <wiltse@optonline.net> wrote:
Most of the federal forms that print out from Bivio INCLUDING K-1's need to be sent in. Do not send in the withdrawal reports. Those are only for the member to do their taxes.
The state return also must include the state k-1.



Sent via the Samsung GALAXY S(R)4, an AT&T 4G LTE smartphone


-------- Original message --------
From: Don Scoville <dcscoville10@gmail.com>
Date: 02/26/2016 9:47 PM (GMT-05:00)
To: club_cafe@bivio.com
Subject: [club_cafe] IRS Forms

Note:What forms do we send to the IRS, 1065 Partnership, Do
they need copies of members personal K-! or any other INFO.
DON


You do not send your 1099 to the IRS. They already have it.

Send all the information other than withdrawal reports that is included when you generate the complete tax package on the Accounting>Taxes pages.

This is also all described in the filing instructions I sent:

Filing Instructions


Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe



On Sat, Feb 27, 2016 at 10:16 PM, Don Scoville <dcscoville10@gmail.com> wrote:
Note:Am I correct : you do no send BROKER 1099 INFO to IRS./// only copy 1065 Partnership & copy or K-1 for each club member & INFO for line 13d & line 19a./// Please confirm. Many thanks for your help. STILL learning DON

On Sat, Feb 27, 2016 at 10:18 AM, Laurie Frederiksen <laurie@bivio.biz> wrote:

Here are the instructions for filing your Federal tax forms:

Investment Club Tax Filing Instructions

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe



On Sat, Feb 27, 2016 at 1:57 AM, Linda <wiltse@optonline.net> wrote:
Most of the federal forms that print out from Bivio INCLUDING K-1's need to be sent in. Do not send in the withdrawal reports. Those are only for the member to do their taxes.
The state return also must include the state k-1.



Sent via the Samsung GALAXY S(R)4, an AT&T 4G LTE smartphone


-------- Original message --------
From: Don Scoville <dcscoville10@gmail.com>
Date: 02/26/2016 9:47 PM (GMT-05:00)
To: club_cafe@bivio.com
Subject: [club_cafe] IRS Forms

Note:What forms do we send to the IRS, 1065 Partnership, Do
they need copies of members personal K-! or any other INFO.
DON