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deleted deposit from TD Ameritrade
How do I retrieve a transaction when I deleted it by mistake?
2 messages
deleted deposit from TD Ameritrade
How do I retrieve a transaction when I deleted it by mistake?
1 message
Tax Season Central
Want to go one place to find out about your investment club taxes? A 2013 tax season link has been added to our homepage. It will take you to our Tax Season Central page. You can sign up for our tax season webinars, view tax ...
1 message
Why do we have to do our taxes so late?
Can someone tell me why the tax module of Bivio is offered so late? I realize that we don't need to get our Schedule K-1's out as early as 1099's, W2's, etc., but if we have all our information, it would be nice to get ...
9 messages
MLP's
We continue to try and warn clubs from investing in Master Limited Partnerships such as KMP, ETP etc. You can see a list of many of them here: Before You Invest MAKE SURE YOU ALWAYS KNOW WHAT YOU ARE INVESTING IN!!!! These have tickers like ...
2 messages
About 1099's
Your investment club taxes will need to agree with income information your broker will be reporting to the IRS on 1099 forms. If you want to learn more about what a 1099 is and what you will need to do with the information on it ...
1 message
Member responsibilities
Would appreciate any info from clubs if you have members that are more of an administrative member but does not participate in the stock studies/ investment decisions. How does your club handle this? Do you allow them to pay dues to invest? What voting rights ...
11 messages
Happy Thanksgiving!3 messages
Checking Cost Basis
Want to avoid surprises when it's time to prepare your investment club taxes? Here's a link to a new help topic which includes a video showing you how to check your cost basis during the year: Checking Cost Basis Anytime you have a sale, you ...
1 message
Planning To Do Some Holiday Shopping This Weekend?
If you're looking for stocking stuffers, uses for your Hanukkah gelt or just some topics for the discussion at your Thanksgiving feast, we've added lots of new companies your investment clubs have requested to our Ticker Research page: Ticker Research It's more fun to shop ...
1 message
Getting Ready for Tax Season - Recording Posted
I hope everyone who was in the way of the severe weather last night has made it through OK. If you were not able to attend our webinar about Getting Ready for Investment Club Tax Season, you can find the presentation and the recording posted ...
1 message
Recording past stock dividend
In February 2012, Southern Copper Corp (SCCO) paid a stock dividend of 0.16050. This was never recorded in Bivio, and discovered when we sold the originally purchased shares, leaving a balance of 0.16050 shares. How do I record it now in order to balance/close out ...
2 messages
Preparing For Tax Season - What You Should Do Now To Get Ready
Want to avoid any tax season surprises? Take a little bit of time this Sunday evening to think about your investment club taxes so you won't have any surprises when it's time to do them for 2013. Join us for an hour on November 17, ...
2 messages
REITs
I know in the past that we had been warned against purchasing REITs in investment club portfolios. Is that still the case? Does it cause a problem at tax time? Thank you. Linda
3 messages
Burning The House Down
How is your investment club reacting to the rise in the market this year? Do you think it's peaking and doom is around the corner? Are you staying invested or moving to cash? Morgen Hausel from the Motley Fool has some interesting thoughts on reacting ...
1 message