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Dividend date on 1/5, but ex-dividend on 12/30 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 ... Amy Schmieder 3 messages
Club taxes Dear Bivio, I just finished our club taxes. I love you!!! Thank you! Charla Hurt Charla Hurt 2 messages
Why doesn's Bivio Have the K1s available? IClub has had their K1s done for 2 weeks I belong to two investment clubs. One club uses Bivio, the other club uses Iclub. Iclub provided K1's two weeks ago. Bivio members deserve timely delivery of K1s. Bivio club members do not deserve a memo dated 2/16 telling us K1s are not available. There ... Therese Prouty 7 messages
Why doesn's Bivio Have the K1s available? IClub has had their K1s done for 2 weeks Very well said, Ty Jeanne Wu Market Mavens On Tue, Mar 1, 2022 at 3:58 PM Ty Hughes via bivio.com <user* 3139700001@bivio.com > wrote: All: The IRS change in the 1065 filing requirements has created some delay and frustration. But you should direct your fire ... Jeanne Wu 5 messages
What is going on??????? I tried to get into Bivio and check our Valuation. The screen goes to the Tax screen but nothing is there. What is going on?????????? John Grajczyk 3 messages
e-file A couple of questions: Does bivio support e-filing yet? If I want to have a backup copy of our bivio data, how do I make a copy for export? Barbara BarbaraLounsbury 3 messages
Tax Status Hi Everybody, We are working very hard on the tax software. We appreciate your phone calls, emails, and posts to the Club Cafe. Unfortunately, the IRS rules are complex and therefore complicated toA program correctly. We have found "the last bug", and the software will ... Rob Nagler 8 messages
Electronic Filing I went in circles trying to file the 7004 electronically. It is printed and I will mail to tomorrow, but perhaps there are others who couldn't figure out how to file electronically? Linda Glein 16 messages
Why doesn's Bivio Have the K1s available? IClub has had their K1s done for 2 weeks Read Ira's response in these emails, where he explains that IClub produced their various K forms before the latest update by the IRS. > On 02/28/2022 10:54 PM Barb Cisler via bivio.com <user*35746600001@bivio.com> wrote: > > > My husband also belongs to an Investment Club ... Bob Mann 14 messages
K-2/K-3 issues redux To give you an idea of how broad the impact of these changes are - Dated today the AICPA [American Institute of Certified Public Accountants] sent a letter with their concerns regarding Schedules K-2 and K-3 reporting. The letter was signed by all state CPA ... ira smilovitz 28 messages
Where to File the extension Do we send the Form 7004 for our club at the same address we send the club's tax return. Karen Wilson 2 messages
More Extensions Summary: 1. 7004 extension 2. NJ state extension ( Form PART-200-T ) 3.Personal tax extensions: for state and IRS 4 possible possible extensions: please correct. G. Freeman. treasurer NJ Model Inv Club gayleff 11 messages
Extensions and amendments I think the language about extending and amending your return on Bivio is a bit confusing. If you filed for an extension and have not yet filed the return it is easy to change/amend the return because you have not sent it in yet. Once ... Patricia Kenber 35 messages
Taxes/form 7004 of course Ok, I was really hoping I would get through all this without having to ask any questions, but now I am afraid I messed up my 7004 form. I put in club name, address, id #, etc. On line 5a I put 21 for calendar ... M. D. 3 messages
CPAR? In looking back I see that some clubs have filed a CPAR?? Please tell us what that is and whether our small club of 10 members missed something?A Thank you.A On Thu, Feb 24, 2022 at 11:38 AM ira smilovitz via bivio.com <user* 2883400001@bivio.com > ... Beth Theiss 12 messages