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Remove from email
Could you please remove my email, linda.courtney57@yahoo.com from the club cafe distribution list. Thank you, Linda Courtney
1 message
Short term gain not reported
Bivio didn't pick up a STG of $16.97 reported from our broker of a sale of UFP we made in December. I don't know how to add this to Bivio so it balances out. TIA, Steve
1 message
cost basis for prior year sales don't agree between Schwab and Bivio
I'm a new Club treasurer. Previous Treasurer withdrew. When doing audit found Schwab cost basis doesn't agree with Bivio for several holdings due to the lot cost basis used by Schwab was not FIFO. Schwab was set to Tax Optimizer, not FIFO. Have changed Schwab ...
2 messages
New Jersey Partnership Return
Has anyone had any success/luck filing with the State of New Jersey? The work around that I used last year by using the site www.ieonchrome.com to simulate IE9 is no longer working for me. I am a Mac/Safari user, but I have also downloaded and ...
15 messages
How to remove yourself from Club Cafe List
Please use this link to unsubscribe from this list: Leave Club Cafe
2 messages
tax returns and digital asset ownership
Hi Becky--I have a suggestion:A please make everyone aware of this, and please don't bury the question of digital asset ownership in the very last question in the club interview. I initially answered yes to the digital asset interview question, clicked the "generate the return" ...
2 messages
[bivio.com #259744] "categorizing an investment
So another question:A I initially thought that an ETF that our club purchased was a digital asset, so I answered yes to that question in the partnership interview section of the tax preparation process.A I went through the rest of the process and found that ...
4 messages
Waiting for TDA 1099
Still waiting for the 1099, I am going out of town for a week 3/1, how do I file for a tax extension, just in case they are not done by 3/15?
17 messages
mailing list
Please remove my name / address from the club_cafe mailing list. Thank you, Robert McMahon
2 messages
Investments in GBTC and ETHE
I know there were issues with investing in GBTC when it was a unit trust due to the number of basis adjustments required and the fact that Bivio does not support it for tax preparation purposes. Is that still the case now that GBTC has ...
4 messages
Dividend paid in 2024 for 2023 - how to enter into bivio?
On our club's Schwab 1099 shows a dividend "Paid in 2024 for 2023". This dividend was not included in our club's 12/31/23 balance, but does show on the 1099-DIV. The transaction date was 1/31/24 and bivio has the transaction with that date. The tax return ...
5 messages
member accessing to K-1
How do I tell members they can access their K-1s? Do they have "Accounting" drop down and then "Taxes"? Thelma Bowles
3 messages
Annoying editing Bivio dividend/interest review
Schwab has different terminology from the Bivio drop-down menu for editing dividends and interest.A For instance, for our money market "dividends", the Schwab 1099 calls some of them a) nonqualified, which is not an item on the Bivio drop down menu for editing, and b) ...
7 messages
Members SS#
Is there any way to check the members SS# before I e file? I always had my members check their K-1 before I mailed them in. I do not see a way to do it before I e file.
4 messages
Nonqualified dividend
I am doing the tax interview and one of our dividends is nonqualified.A When I click on to edit it under Distribution Amounts there is no choice for nonqualified.A How do I correct this? John Rice
1 message