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2013 Tax Files
In prior years, I was able to download the entire return as a file, and then each individual K-1 as separate files. I don't see that capability this year, only the entire return. How do I get each K-1 as an individual file? Thank you!
2 messages
taxes
When can i do the taxes
2 messages
Cash in lieu not credited to our account
Bivio failed to pick up a fractional share of Neogen when it split 3 for 2. We received cash in lieu of .5 shares. Bivio will not let me add that cash when editing the split transaction. How can I add this amount? Further, our ...
2 messages
Are in-laws related family members for purposes of the 1065
One member of our club is the son-in-law of the of another member. Is this considered a "lineal descendent" for purposes of IRS definitions when filling out the form 1065 interview? They do not own more than 50% of the club together, so it should ...
2 messages
payment to withdrawing members
I understand that paying withdrawing members in stock is the best option but how is this done with members that don't have brokerage accounts? Most of the members in my club are young and this is their first experience with investing. I'm sure this is ...
15 messages
K-1 question re: domestic partners
I filled out the questionnaire for generating our club taxes and checked that only two couples are related and listed as such on the questionnaire. However, when generating the K-1s, all members have the domestic partner box (H) checked. Is there a way to correct ...
1 message
Broker 1099-B vs Bivio
We need a reconciliation because our broker (TDAmeritrade) 1099-B does not list a capital gain from a sale in 2013. From reading the Club Cafe notes I understand that this is because prior to 2011 the Broker was not required to track the Purchase Date ...
5 messages
Buys
For your order to buy 300 shares of FF at market: You bought 300 shares of FF at $15.9894 on 02/12/2014. Terry
1 message
payment to withdrawing members
I understand that paying withdrawing members in stock is the best option but how is this done with members that don't have brokerage accounts? Most of the members in my club are young and this is their first experience with investing. I'm sure this is ...
1 message
New Ticker Research Page
Hi Connie, Yes. We can add this to our list. The best way to request new additions to the ticker research page is to email them to support@bivio.com We add stocks as we get requests for them. Laurie Frederiksen Invest with your friends! www.bivio.com Become ...
2 messages
couples memberships
Does any club allow a couple to act as one member? It would be similar to a joint account where two people own it equally.
11 messages
Audit corrections caused problems
In preparing an audit report for my group I found 2 basis errors in owned securities. I changed the purchase transactions to correct to actual. Basis reports are accurate. Bad news is that I have apparently brought an ex-partner back into the fold... All in ...
3 messages
More Fun With Headlines
Obviously not the best place to get information on Cognizant today: Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio Follow us on twitter! www.twitter.com/bivio Follow Us on Google+ Click here to Subscribe to the Club Cafe email list. Click here to ...
6 messages
Researching new stocks
From: Lynn Ostrem Sent: ‎Wednesday‎, ‎January‎ ‎29‎, ‎2014 ‎8‎:‎18‎ ‎AM To: The Club Cafe Hello John. I learned a long time ago not to get drawn into a public discussion about data! And even though I thought about it for 10 seconds, I wouldn't dare ...
3 messages
Club Partnership Status
Our Club has been around since 1987. Based on some IRS info from 1997, we have always considered ourselves to be grandfathered as an "Investment Partnership" which did not have to submit 1065's or K-1's either for the club or members. Now that we are ...
3 messages