I can't believe this problem is unique to our club. We do not have a local bank account and need to write checks from our brokerage account. Unfortunately, at our current broker, we cannot have a check written to anyone other than the name of ...
Dear Laurie, I'm the treasurer of the Dwyer Inverment Club. I have a problem with the following issue: A member is resigning from the club because he is physivcally and mentally incapacitated. He has a power of attorney with a friend of his. He and ...
I would like to know what the 5 top financial metrics your club uses when evaluating stocks. Are club has grown to 10 members in the last year, and we are looking to evaluate and compare stocks in a more consistent manner.
We are happy to announce that IRS e-filing is now available. Treasurers can go to Account > Taxes and follow the instructions there.A PleaseA be patient. Your e-filed returns will remain in the "Pending" state for a while. You will receiveA an email when it ...
I am looking for other innovative ways to store copies of our tax documents besides printing and storing with my personal papers. I am aware that we want to keep all SS# safe. I would like a few of my other club members to have ...
What form do we use and when does that have to be in? I assume it should be sent in certified and signed receipt. Also if we aren't able to send paperwork E/filing, I have trouble with paying $549 for this year's Bivio Fee which ...
May I suggest that official Bivio associates identify themselves by putting [BIVIO] after their email name in this email list. This would help us zero in on information. Thanks
I am working on our tax return and question the following: 1) The balance sheet number on Other Investments does not agree with Schedule L. Schedule L does agree with BiVio balance sheet. The difference is $33.84. 2) Other assets amount does not agree with ...
We had a member who did a full withdrawal last year. He did a partial withdrawal earlier in the year and then a full withdrawal later in the year. On the withdrawal report it says "Note - any gain/loss realized on withdrawal must be reported ...
Hi, A couple of questions: 1. For CA filing, at the beginning of the form it says there needs to be an e-filing waiver. Has this been done by Bivio, or do I do that? Do I need to include this page in the mailing? ...
I started to notify our members they can now access their K-1s, but I noticed the "Final K-1" box at the top of our 1065 is not checked. Is this a problem? Lori Johnson
We apologize for the delay in releasing federal e-filing. We have been in communication with the IRS. We expect to be able to allow e-filing within a week. However, we cannot guarantee any dates asA we are waiting on the IRS to take certain actions. ...
Hi everyone, You can now prepare your 2022 state and federal taxes on bivio. The IRS has had our submissions for final approval to provide e-filing services for many weeks. You can mail your state tax returns and give your members their K-1s. You may ...
Probably a stupid question, but do we include the sheet that has name of member, club name, other info--"opted out of centralized audit" with the rest of the taxes?