Doing 1099 Review as I start taxes and I have two holdings where my broker statement shows dividends originally recorded as qualified now have a portion that is ordinary/non-qualified. How do I edit the record? When I go in to edit, I do not see ...
I just saw the following posted on the Better Investing Treasurer's discussion list. Is this true? The IRS published new draft instructions for schedule K-2 dated 1/31/2022 on their draft forms web page. The new instructions will require ALL clubs to include a schedule K-2 ...
First year with you bivio.. Can bivio be contacted by phone at all? I thought phone contact was includedA in my subscription but obviously not since I can't find any phone # for bivio? Anyone? Regards , Serge Louis SMHIC's P resident A Email : ...
We were able to finish both our federal and New Jersey tax returns today! We filed our NJ return electronically. NJ uses a Java based web application. The "IE Tab" extension for the Microsoft Edge browser is required to get it to work. After you ...
Thank you to Laurie, Ira, everyone in BIVIO Customer Support, including all those wonderful software people who maintain and update BIVIO software!! Despite the tons of question repeats, and frantic folks/Treasurers, you did a remarkable job of getting the job done, and never lost your ...
We own Netease via an ADR. Our 1099 shows dividends as being paid in Cayman Islands, but bivio shows them as coming from China. Which one do I use and how do I get bivio to show Cayman Islands if I need to do that. ...
The tax program is now available if you go to Accounting>Taxes. There is a lot to it this year.A It is highly recommended that you review our tax presentation to make sure you use it properly: Preparing Your 2021 Club Taxes Thank you for the ...
It appear today for our club On Wed, Mar 2, 2022 at 8:52 AM . via bivio.com <user* 2916100001@bivio.com > wrote: Original Message From: Anat Spector via bivio.com <user* 22119300001@bivio.com > To: club_cafe@bivio.com Sent: Wed, Mar 2, 2022 11:09 am Subject: Re: [club_cafe] Why doesn's ...
Instructions are here : https://www.bivio.com/site-help/bp/Investment_Club_Taxes_Filing_Address_Help and include: Send in all the forms included in the "Complete Club Tax Packet". This includes the full 1065 form, all K-1, K-2 and K-3 forms, and any other schedules or supplemental itemized details included in the packet. You do ...
I am wondering if I can join the messages on Club Cafe. We are an investment club and our treasurer and one other member receive the messages. When I click on "Join the Club Cafe Message List" my email is not an option. I enjoy ...
We have an ETF (IDRV) that issued a dividend on 1/5/2022. The ex-dividend date is 12/30/2021. Our 1099DIV shows the dividend, but Bivio does not in the tax portion. It is in properly (as far as I can tell) in the transaction log. What is ...