Please check your account sync to make sure there aren't any erroneous and/or duplicate transactions. I received an account sync summary that showed erroneous and duplicate transactions. I deleted from bivio and will keep an eye on my brokerage (Schwab) account but wanted to point ...
As I understand it, capital losses that exceed capital gains in the same year can be used to offset capital gains in the following year by the 'carry loss forward method'. My question is: does the bivio tax document for a year following one with ...
Hi, Account Sync did not bring in a dividend or interest paid Dec. 16. Also, the stock prices for my valuation date did not match Schwab. I redid my account link, but it did not to seem to fix things. I could not seem to ...
Hi everyone, It was great that so many of you could join us live last night for the Getting Ready for Tax Season webinar. If you missed it or want to watch again, the handouts and video are now posted on the bivio "Getting Ready ...
Our Club is disbanding so we chose to transfer all of the stocks remaining to members. The withdrawal report shows very large Capital Losses for several members ranging from -$5000 to -$50,000. Has anyone run into this situation and can you explain the reason why? ...
Until we hear differently from Bivio the email that requests you to Revalidate your email looks suspicious. If you move your mouse to hover over the LINK (without clicking it) it shows you will be responding to a really long email address that looks like ...
Hello ,A I have been the treasurer of our club for nineA years andA have had no problem with the Capital Gains/losses reports each year. Recently , we sold all of our holdings to enable us to disband. I have the brokers Realized gains/losses report ...
For those who missed the webinar, "Preparing for Tax Season - What You Should Do Now To Get Ready" I strongly encourage you view the copy available on the BIVIO website. This was an excellent webinar even for loooooong time Treasurers and individual members. Many ...
Our club received a notice from the IRS that said "We charged you a penalty under Section 1400Z-2(f) of the Internal Revenue Code for the following reason: Failure of Qualified Opportunity Fund to Maintain Investment Standard." What does this mean?
Hi everyone, We are very pleased to announce that bivio will offer electronic filing for the 2022 tax year! Stay tuned for more details. Also, register now to join us at each of our three upcoming bivio webinars to help you and your club prepare ...
Hi All, The new Schwab interface toA AccountSync is in production. All Schwab AccountSync clubs should switch to the new interface. Here are the instructions on how to switch to the new interface: https://www.bivio.com/site-help/bp/Schwab_AccountSync_setup_Help If your club was part of the beta program or if ...
Please remove me from future emails from Club Cafe. Thanks. From: "Virginia Cooper via bivio.com" To: club_cafe@bivio.com Cc: Sent: Wednesday November 9 2022 5:37:18PM Subject: Re: [club_cafe] Question to TDA customers only: ACH issue TDA has full instructions for various deposit methods. Look under My ...
Our club has recently closed our separate bank checking account and writes the occasional check from our TDA cash account. We have 2 members who have run into roadblocks with their financial institutions setting up recurring ACH transfers from their personal bank accounts to TDA ...