Hi All, We have members of this group from all over the US.A A I'm curious.A How is what you see happening in your communities and your states impacting your thoughts about investing?A A Personally I'm torn.A This level of uncertainty is unnerving,A but there ...
We had a person withdraw from our club this year and when I did our taxes there was this comment attached to the end with a withdrawal report for this person. "The withdrawal reports which follow should be distributed to the members for use in ...
I think messages should go through. And we know messinging through this link works. Is it possible to forward or resend those that appeared to be blocked? I'm at a standstill until the adjustments are made or we will be forced to file the bivio ...
Our club had a withdrawal of cash & stock last November. I'm trying to correct the accounts, but can't seem to get it right. Can you please look at our account and advise what to do? Sharon Holley sholley200@yahoo.com
We have a member that would like to withdraw some of the profits that have built up in her account over the years but not withdraw from the club. Is that possible and if so how do you do it.
You do not have to have equal ownership by partners in an investment club.A In fact it is discouraged because, while some might think it simplifies things, A it will actually complicate your record keeping. It also causes issues because potential new members may be ...
This year (2019 return) the portfolio expenses show as investment expense and deductible this year where last year they were not deductible due to a change in the tax law. Does anyone know why? Thanks.
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In doing our club taxes, the dividends differ between broker and bivio by $48. I have traced this to a dividend that is on the 1099 but not in the bivio summary. It is a dividend received in 2020 for a stock with ex-dividend date ...
When I go through the questions to prepare for the taxes, it shows the club registered with me with my address. Our club is made up of relatives in different states. Our treasurer is in a different state with a different address. Is it ok ...
We are looking at a foreign stock that is on the American Depositary Receipt. Has anyone invested in a foreign stock that is on this trading platform and, if so, has it caused problems when you do your taxes for the year? Zeta Keystone Investment ...
Laurie, et., al. I have two Clubs that use Folio and I am the Treasurer (for life!) for both. We have developed a "work around" the Bill Pay issues for those Partners who wish to use it without the ridicules hold period. I always send ...