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Tax form question
I think you are all being a bit paranoid. I work in a tax practice and we enter SS numbers all the time in our tax program. You will cause far more problems if you make a mistake by manually writing in the numbers each ...
3 messages
Tax form question
Thanks for sharing your process. I've been trying to think of efficient way of doing this. Sent from my T-Mobile 4G LTE Device Original message From: "A Hinds via bivio.com" <user*28730700001@bivio.com> Date:02/22/2016 15:07 (GMT-08:00) To: club_cafe@bivio.com Cc: Subject: Re: [club_cafe] Tax form question I'm our ...
4 messages
SSNs already out there and bivio...
As treasurer, I do have the SSNs in bivio. I am quite confident of bivio's security processes. And, I think there are many softer targets which are easier pickings. And if you ever had a government job, or applied for one, or had a security ...
1 message
Filing Partnership Form in State of Oregon
We are a new family club of four members and I'm not required to file a tax form for our state (Ohio) for three of our partners. However, I'm new at filing a state form, and we have one partner who lives in OR that ...
2 messages
MDT DIVIDEND ALERT
Fidelity has a preliminary 1099 available. My Bivio dividends and the 1099 didn't match with the only difference being MDT. Per Fidelity, the 4/17/15 and 7/17/15 MDT dividends had part of the recategorized as return of capital. The amt of the return of capital is ...
2 messages
Tax
We had two withdrawals of members and I see that for some reason they were not closed out and show up in 2015 how do I go back and close them out and redo our taxes for 2015
4 messages
Tax form question
We have two members who are mother-in-law and daughter-in-law. Does this matter on the tax question about member relationships?
2 messages
My broker did not generate a 1099 for our club...help!
Our broker is telling us that we don't need to file because our total gains for the year was less than $10 (we are a new club).A Is this true?A Has anyone else experienced this?
5 messages
State Tax Filing
The 5 state tax programs available from bivio are CO, CA, NY, NJ and PA For other states, we offer this option to get your state taxes prepared: State Tax Preparation If you want to see what your state tax filing requirements are, this table ...
1 message
Privileges to Prepare Taxes
If you login and go to Accounting>Taxes and you don't see the tax program, A it is because you do not have correct privileges in your club to do that.A You need Treasurer or Administrator privileges. This is how one of your current officers needs ...
1 message
Laurie's online book club
Laurie, how is your book club with the Pat Dorsey "Five Rules for Successful Stock Investing" going? One of my club members is now reading this with me and if you have more quizlets that you plan to post we will certainly use them! If ...
2 messages
how to account for "cash in lieu of" for DNOW spinoff
Hi, Last year NOV performed a spinoff of DNOW on 6/2. We also received cash in lieu of half a share in the amount of $16.51. According to the 1099 from TD Ameritrade, the cost basis was $15.81. I noticed that this transaction was not ...
6 messages
2015 BIVIO TAX PROCESS
Am I correct that the Bivio 2015 tax process is now available? (and all I need are our 2015 1099s) Jay
1 message
K-1 FOR STATE OF VIRGINIA
We're a partnership and all current members are CA residents. We have a prospective new member who will be moving from Virginia to CA sometime during 2015. Can anyone tell me if the State of Virginia tax dept. will require us to send them the ...
5 messages
account sync
We received two dividends in December in Folio that haven't synced as of today with bivio as of today. Should I enter them manually so we can balance December? Thanks for your help.
15 messages