Disbanding
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Disbanding Our club is disbanding. There are discrepancies in a stock purchase in 2002 and 2003 between Bivio and our broker, Edward Jones. At the time those trades were made, we were with TD Waterhouse. In both cases the Bivio dollar price was rounded off and the Edward Jones dollar price was carried to the fourth decimal point. Can the price be changed at this point? I have sent e-mails to support, but have not received an answer yet and we are doing our audit this afternoon. Does anyone have information that can help us? Both of the transactions were account synced by Bivio. Sharon Vestal MAM$ Treasurer Per share price is irrelevant. You need to make sure that the total dollar cost matches. If they don't, adjustments can be made, but they might need intervention by Support. Ira Smilovitz Our club is disbanding. There are discrepancies in a stock purchase in 2002 and 2003 between Bivio and our broker, Edward Jones. At the time those trades were made, we were with TD Waterhouse. In both cases the Bivio dollar price was rounded off and the Edward Jones dollar price was carried to the fourth decimal point. Can the price be changed at this point? I have sent e-mails to support, but have not received an answer yet and we are doing our audit this afternoon. Does anyone have information that can help us? Both of the transactions were account synced by Bivio. Thank you, Ira. The total dollar cost basis do agree. Also, we need to have our 2024 partial California State Taxes prepared. Bivio will prepare the partial Federal but cannot do the State taxes. Becky referred us to Glenwood Tax Services. We have 8 members. Do you know what that cost would be, approximately? Sharon On Apr 9, 2024, at 10:55 PM, ira smilovitz via bivio.com <user*2883400001@bivio.com> wrote: Per share price is irrelevant. You need to make sure that the total dollar cost matches. If they don't, adjustments can be made, but they might need intervention by Support. Ira Smilovitz Our club is disbanding. There are discrepancies in a stock purchase in 2002 and 2003 between Bivio and our broker, Edward Jones. At the time those trades were made, we were with TD Waterhouse. In both cases the Bivio dollar price was rounded off and the Edward Jones dollar price was carried to the fourth decimal point. Can the price be changed at this point? I have sent e-mails to support, but have not received an answer yet and we are doing our audit this afternoon. Does anyone have information that can help us? Both of the transactions were account synced by Bivio. Sharon, I received your message. The fee structure would be the same as for 2023 state returns - $89 for 8 members. I'll be in touch after the 15th. Ira Smilovitz
Thank you. Sharon On Apr 10, 2024, at 9:35 AM, ira smilovitz via bivio.com <user*2883400001@bivio.com> wrote: Sharon, I received your message. The fee structure would be the same as for 2023 state returns - $89 for 8 members. I'll be in touch after the 15th. Ira Smilovitz
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