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So the IRS has to approve the Bivio software before it can be released. Bivio has no control over the IRS process. Yes some software is available but others are not. 

I have been a CPA for 45 years and every year some software approvals are early and some come later. Not Bivio's fault.

Whenever you can,  choose to be kind. 

Randy Purvis 
D & C Investment Club 
Since 1965


Sent from my iPhone

On Feb 21, 2024, at 4:08 PM, Chad Pritchett via bivio.com <user*8409800001@bivio.com> wrote:


Snarky

On Wednesday, February 21, 2024 at 09:43:48 AM MST, Barb & Glenn Doherty via bivio.com <user*33500400001@bivio.com> wrote:


We also belong to a club with Better Investing.  Our taxes are done and filed.  So I am not sure what Bivio is doing besides not delivering on what they need to.

From: club_cafe@bivio.com <club_cafe@bivio.com> on behalf of Lynda Feit via bivio.com <user*26876200001@bivio.com>
Sent: Wednesday, February 21, 2024 10:41 AM
To: club_cafe@bivio.com <club_cafe@bivio.com>
Subject: Re: [club_cafe] Re: Tax tools
 
Per info given in Bivio's (last week) webinar, Bivio is waiting for IRS to release final changes for 2023 tax filing.
Sent from my iPhone

> On Feb 20, 2024, at 9:40 PM, Dennis Brown via bivio.com <user*6213300001@bivio.com> wrote:
>
> i haven't seen any updates either and i think med February
> is over
> tomorrow
Shouldn't the IRS be required to wrap that up sooner?

Just sayn'

Linda





On Wed, Feb 21, 2024 at 8:42 AM Lynda Feit via bivio.com <user*26876200001@bivio.com> wrote:
Per info given in Bivio's (last week) webinar, Bivio is waiting for IRS to release final changes for 2023 tax filing.
Sent from my iPhone

> On Feb 20, 2024, at 9:40 PM, Dennis Brown via bivio.com <user*6213300001@bivio.com> wrote:
>
> i haven't seen any updates either and i think med February
> is over
> tomorrow
The delay in the tax tool is driving me crazy. I wish Bivio
would communicate and give us a probable date. Does anyone
know how to find out?
Congress is still debating a new law that will be retroactive to 1/1/23. That will affect individual returns. Software will have to be updated. 

I agree it should all be decided and updated by January every year. But we the people don't have much influence over our government officials and the IRS. 

Randy 

Sent from my iPhone

On Feb 21, 2024, at 4:35 PM, Linda Glein via bivio.com <user*21345500001@bivio.com> wrote:


Shouldn't the IRS be required to wrap that up sooner?

Just sayn'

Linda





On Wed, Feb 21, 2024 at 8:42 AM Lynda Feit via bivio.com <user*26876200001@bivio.com> wrote:
Per info given in Bivio's (last week) webinar, Bivio is waiting for IRS to release final changes for 2023 tax filing.
Sent from my iPhone

> On Feb 20, 2024, at 9:40 PM, Dennis Brown via bivio.com <user*6213300001@bivio.com> wrote:
>
> i haven't seen any updates either and i think med February
> is over
> tomorrow
Vickie,  This morning at 10:04am Pacific Time, Justin Schell from Bivio announced to all club cafe members in this same thread, that it would likely be released tomorrow.  

Steve Foster
Treasurer
Circle of Friends

On Wednesday, February 21, 2024 at 01:41:46 PM PST, Vickie Rabourn via bivio.com <user*26711600001@bivio.com> wrote:


The delay in the tax tool is driving me crazy. I wish Bivio
would communicate and give us a probable date. Does anyone
know how to find out?

Well, the IRS has a personnel shortage. So.... if you have a problem address it to your congressman or senator. Good luck with THAT

On Wed, Feb 21, 2024 at 4:34 PM Linda Glein via bivio.com <user*21345500001@bivio.com> wrote:
Shouldn't the IRS be required to wrap that up sooner?

Just sayn'

Linda





On Wed, Feb 21, 2024 at 8:42 AM Lynda Feit via bivio.com <user*26876200001@bivio.com> wrote:
Per info given in Bivio's (last week) webinar, Bivio is waiting for IRS to release final changes for 2023 tax filing.
Sent from my iPhone

> On Feb 20, 2024, at 9:40 PM, Dennis Brown via bivio.com <user*6213300001@bivio.com> wrote:
>
> i haven't seen any updates either and i think med February
> is over
> tomorrow
I know it is frustrating but I would rather it be right and not have to amend my return..just have patience.

On Wed, Feb 21, 2024 at 4:34 PM Anna Murray via bivio.com <user*32616600001@bivio.com> wrote:
Well, the IRS has a personnel shortage. So.... if you have a problem address it to your congressman or senator. Good luck with THAT

On Wed, Feb 21, 2024 at 4:34 PM Linda Glein via bivio.com <user*21345500001@bivio.com> wrote:
Shouldn't the IRS be required to wrap that up sooner?

Just sayn'

Linda





On Wed, Feb 21, 2024 at 8:42 AM Lynda Feit via bivio.com <user*26876200001@bivio.com> wrote:
Per info given in Bivio's (last week) webinar, Bivio is waiting for IRS to release final changes for 2023 tax filing.
Sent from my iPhone

> On Feb 20, 2024, at 9:40 PM, Dennis Brown via bivio.com <user*6213300001@bivio.com> wrote:
>
> i haven't seen any updates either and i think med February
> is over
> tomorrow
listen this has nothing to do with the IRS. Iclub which is the software for the other investment club we belong to through Better Investing had their software done 2 weeks ago.  This is a Bivio problem.


From: club_cafe@bivio.com <club_cafe@bivio.com> on behalf of Anna Murray via bivio.com <user*32616600001@bivio.com>
Sent: Wednesday, February 21, 2024 4:33 PM
To: club_cafe@bivio.com <club_cafe@bivio.com>
Subject: Re: [club_cafe] Re: Tax tools
 
Well, the IRS has a personnel shortage. So.... if you have a problem address it to your congressman or senator. Good luck with THAT

On Wed, Feb 21, 2024 at 4:34 PM Linda Glein via bivio.com <user*21345500001@bivio.com> wrote:
Shouldn't the IRS be required to wrap that up sooner?

Just sayn'

Linda





On Wed, Feb 21, 2024 at 8:42 AM Lynda Feit via bivio.com <user*26876200001@bivio.com> wrote:
Per info given in Bivio's (last week) webinar, Bivio is waiting for IRS to release final changes for 2023 tax filing.
Sent from my iPhone

> On Feb 20, 2024, at 9:40 PM, Dennis Brown via bivio.com <user*6213300001@bivio.com> wrote:
>
> i haven't seen any updates either and i think med February
> is over
> tomorrow
omg enough

On Wednesday, February 21, 2024 at 04:23:30 PM MST, Barb & Glenn Doherty via bivio.com <user*33500400001@bivio.com> wrote:


listen this has nothing to do with the IRS. Iclub which is the software for the other investment club we belong to through Better Investing had their software done 2 weeks ago.  This is a Bivio problem.


From: club_cafe@bivio.com <club_cafe@bivio.com> on behalf of Anna Murray via bivio.com <user*32616600001@bivio.com>
Sent: Wednesday, February 21, 2024 4:33 PM
To: club_cafe@bivio.com <club_cafe@bivio.com>
Subject: Re: [club_cafe] Re: Tax tools
 
Well, the IRS has a personnel shortage. So.... if you have a problem address it to your congressman or senator. Good luck with THAT

On Wed, Feb 21, 2024 at 4:34 PM Linda Glein via bivio.com <user*21345500001@bivio.com> wrote:
Shouldn't the IRS be required to wrap that up sooner?

Just sayn'

Linda





On Wed, Feb 21, 2024 at 8:42 AM Lynda Feit via bivio.com <user*26876200001@bivio.com> wrote:
Per info given in Bivio's (last week) webinar, Bivio is waiting for IRS to release final changes for 2023 tax filing.
Sent from my iPhone

> On Feb 20, 2024, at 9:40 PM, Dennis Brown via bivio.com <user*6213300001@bivio.com> wrote:
>
> i haven't seen any updates either and i think med February
> is over
> tomorrow
Have you compared the cost of myiclub to bivio?  Be sure to realize bivio tax program is included.  If I  remember correctly, myiclub charges extra for that service.  Just saying
you might want to check this out.

Long time satisfied bivio member.

On Wed, Feb 21, 2024 at 3:44 PM, Chad Pritchett via bivio.com
<user*8409800001@bivio.com> wrote:
omg enough

On Wednesday, February 21, 2024 at 04:23:30 PM MST, Barb & Glenn Doherty via bivio.com <user*33500400001@bivio.com> wrote:


listen this has nothing to do with the IRS. Iclub which is the software for the other investment club we belong to through Better Investing had their software done 2 weeks ago.  This is a Bivio problem.


From: club_cafe@bivio.com <club_cafe@bivio.com> on behalf of Anna Murray via bivio.com <user*32616600001@bivio.com>
Sent: Wednesday, February 21, 2024 4:33 PM
To: club_cafe@bivio.com <club_cafe@bivio.com>
Subject: Re: [club_cafe] Re: Tax tools
 
Well, the IRS has a personnel shortage. So.... if you have a problem address it to your congressman or senator. Good luck with THAT

On Wed, Feb 21, 2024 at 4:34 PM Linda Glein via bivio.com <user*21345500001@bivio.com> wrote:
Shouldn't the IRS be required to wrap that up sooner?

Just sayn'

Linda





On Wed, Feb 21, 2024 at 8:42 AM Lynda Feit via bivio.com <user*26876200001@bivio.com> wrote:
Per info given in Bivio's (last week) webinar, Bivio is waiting for IRS to release final changes for 2023 tax filing.
Sent from my iPhone

> On Feb 20, 2024, at 9:40 PM, Dennis Brown via bivio.com <user*6213300001@bivio.com> wrote:
>
> i haven't seen any updates either and i think med February
> is over
> tomorrow
good news: tax program is available as of 2/22 4:00pm est.
Bad news: System crashed after processing 75% of or club
taxes.
Bivio support staff is looking into the problem.
Promised to email when problem is fixed.

Good luck to you all.
Apologies for that issue. Looking into it now.

Justin Schell
Bivio, Inc.

On Thu, Feb 22, 2024 at 1:24 PM Bernard Worst via bivio.com <user*16855300001@bivio.com> wrote:
good news: tax program is available as of 2/22 4:00pm est.
Bad news: System crashed after processing 75% of or club
taxes.
Bivio support staff is looking into the problem.
Promised to email when problem is fixed.

Good luck to you all.
Just noting that the issue that affected Bernard's club's document generation was momentary and shouldn't affect clubs going forward.

Justin Schell
Bivio, Inc.

On Thu, Feb 22, 2024 at 1:44 PM Justin Schell <jschell@bivio.biz> wrote:
Apologies for that issue. Looking into it now.

Justin Schell
Bivio, Inc.

On Thu, Feb 22, 2024 at 1:24 PM Bernard Worst via bivio.com <user*16855300001@bivio.com> wrote:
good news: tax program is available as of 2/22 4:00pm est.
Bad news: System crashed after processing 75% of or club
taxes.
Bivio support staff is looking into the problem.
Promised to email when problem is fixed.

Good luck to you all.
I generated club lakshmi without problems. Chose paper file because I will use my software to complete and file the returns. Working on brainiacs, but that will take some time as I have a lot of dividend adjustments to make.

Ira

On Thu, Feb 22, 2024 at 5:16 PM Justin Schell <jschell@bivio.biz> wrote:
Just noting that the issue that affected Bernard's club's document generation was momentary and shouldn't affect clubs going forward.

Justin Schell
Bivio, Inc.

On Thu, Feb 22, 2024 at 1:44 PM Justin Schell <jschell@bivio.biz> wrote:
Apologies for that issue. Looking into it now.

Justin Schell
Bivio, Inc.

On Thu, Feb 22, 2024 at 1:24 PM Bernard Worst via bivio.com <user*16855300001@bivio.com> wrote:
good news: tax program is available as of 2/22 4:00pm est.
Bad news: System crashed after processing 75% of or club
taxes.
Bivio support staff is looking into the problem.
Promised to email when problem is fixed.

Good luck to you all.
Barb and Glenn, this is a very easy issue to understand. The IRS has to approve every single tax program out there. They are going to approve the biggest programs so programs like Bivio will be one of the last programs to get approved. It takes time to do it so it is not instant. So stop complaining.

John Rice

On Thu, Feb 22, 2024 at 2:44 PM ira smilovitz via bivio.com <user*2883400001@bivio.com> wrote:
I generated club lakshmi without problems. Chose paper file because I will use my software to complete and file the returns. Working on brainiacs, but that will take some time as I have a lot of dividend adjustments to make.

Ira

On Thu, Feb 22, 2024 at 5:16 PM Justin Schell <jschell@bivio.biz> wrote:
Just noting that the issue that affected Bernard's club's document generation was momentary and shouldn't affect clubs going forward.

Justin Schell
Bivio, Inc.

On Thu, Feb 22, 2024 at 1:44 PM Justin Schell <jschell@bivio.biz> wrote:
Apologies for that issue. Looking into it now.

Justin Schell
Bivio, Inc.

On Thu, Feb 22, 2024 at 1:24 PM Bernard Worst via bivio.com <user*16855300001@bivio.com> wrote:
good news: tax program is available as of 2/22 4:00pm est.
Bad news: System crashed after processing 75% of or club
taxes.
Bivio support staff is looking into the problem.
Promised to email when problem is fixed.

Good luck to you all.