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2022 Tax Forms Are Released! 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 ... Becky Kruse 21 messages
Printing/Mailing taxes. 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? Mary Fran Novak 2 messages
K-3s - Foreign Tax Expenses This is probably a dumb question, but what exactly are "foreign tax expenses"? I see that the trigger for requiring filing of K-3 forms if the club has more than "$300 in foreign tax expenses." Is $300 in foreign tax expenses the same as "$300 ... Gilbert R. Jones 15 messages
foreign dividends Our club holds MDT which shows as Ireland as the country but dividends are normal with no foreign tax withheld but our AEM shows as Canadian company/country but dividends have foreign tax withheld. Does someone have anything to share that I am missing about foreign ... Mary Dearing 6 messages
login to our BIVIO account I am unable to get into our Stockettes account Jerelyn B. Eich 2 messages
Tax forms Please provided an update as to when the tax files for 2022 will be available. Julia Van de Water Julia C. Van de Water 1 message
trasferring cash from broker qccount to club account We purchased two stocks recently. I need to transfer cash from the broker account to the checking account. I think. I am not sure if I should just make a cash transfer from broker to checking accounts or is there another way of doing so ... Connie Humble 7 messages
Tax Webinar Video and Handouts now Posted! Hi all, Two items, first, do not respond or comment on messages that you receive from Club Cafe that look like spam. Just delete them. A spam message with subject, "Breaking: An Appraiser " was generated by a Club Cafe member's email and the member ... Becky Kruse 5 messages
Electronic Filing of Tax Return Becky, This link won't work. Says its a bad address on the BIVIO site. Mary From: "Becky Kruse" To: club_cafe@bivio.com Cc: Sent: Thursday February 9 2023 10:51:49AM Subject: [club_cafe] Re: Electronic Filing of Tax Return Hi all, Correction -- the webinar is MONDAY evening, February ... randmantiques 4 messages
Check In Hi I hope this email finds you well. Could i ask you a favor? Thanks Barb Cisler Barb Cisler 4 messages
Spam Hi all, Don't reply to the prior messages asking for a favor. It's spam. I've removed the sender from the Club Cafe list. Becky Kruse bivio Becky Kruse 1 message
Spam -- betware The message from "Barb Cisler" has all the earmarks of SPAM. My recommendation is to not answer -- just delete it. Dave Swierenga Dave Swierenga 1 message
Check In Hi I hope this email finds you well. Could i ask you a favor? Thanks Barb Cisler Barb Cisler 3 messages
Electronic Filing of Tax Return Will the upcoming webinar be available to watch after Monday Ivor J. Hill 4 messages
audit Quick question:A Why on step 3 of the audit, if the total of the dividends and interest match between the brokerage report and the Bivio report, why do we need to tie the detail dividends between the two reports also?A With synchronization, how (or why) ... Peter Dunkelberger 7 messages