EIN Responsible Person - IRS Form 8822-B
Effective 1 Jan 2014, the IRS has a requirement to file the form 8822-B when the responsible person for the EIN changes. The "responsible person" is defined as "(T)he person who has a level of control over, . . . the funds or assets in ...
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Member Authorization Codes
This is the first I heard of this. She is not a new member. How do I get an authorization code for her? I never had to do that before. Linda Sent via the Samsung GALAXY S(R)4, an AT&T 4G LTE smartphone -------- Original message ...
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Member Authorization Codes
Dear Linda, A new member cannot access your club records until they enter a one time authorization code that they receive when you use the "Add member" button or "bring online" link next to their name on the club roster to send them an email ...
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TDAmeritrade works just Fine with Bivio
Our stock club has worked with several brokerage firms including TDAmeritrade. We have not seen any irregularities with TDAmeritrade accounting principles in fact it actually reported two companies return of capital in a manner that was easier to understand than Bivio (i.e. Crestwood Equity Partners). ...
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Investing and Value in Perspective
Good morning everyone, I came across this this morning and found it inspiring in terms of thinking about investment and prosperity. It's words from a TED talk about economics remixed with pictures and music: Many of you can probably relate to the thought that ...
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Audit Webinar Recording Posted
Hi Everyone, In case you missed it, the recording and presentation for the Audit webinar given this weekend is now posted here: Audit Webinar Enjoy! Laurie Frederiksen Invest with your friends! Become our Facebook friend! Follow us on twitter! Follow Us on ...
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It's Time to Do Your Investment Club Audit!
Audit Party Weekend! Get ahead of the game! The number one thing you can do now to make sure you'll be able to prepare your investment club taxes quickly is to make sure your bivio records are correct. Whether or not you're a club treasurer, ...
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Nutty Earnings Reports
Sometimes earnings reports seem kind of nutty. Here's a case where that has been proved to be true! Diamond Foods to Pay $5 Million to Settle SEC Accounting Charges It seems like I remember the Diamond Foods CEO on Cramer a few years ago boasting ...
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New Year, New Ideas
Happy New Year everyone! Hope it is warmer where you are than it is where I am. The world never stops changing. I've gone many years without ever having heard of a Polar Vortex. New things aren't always good, but they are interesting to learn ...
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Happy Holidays from bivio!
Wishing you a wonderful holiday season and a new year full of gifts of appreciation from the stocks your club invests in! ---------------------- Your friends at bivio
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Tax returns
I would like to prepare and file the tax return using Lacerte's tax program so I can e-file the return. Since we have over 50 members it is too much to paper file the return. Do you have any method of exporting the tax info ...
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Access to club after a withdrawal
I just processed a full withdraw of two members and continued their access to the club for the K-1s. Will they also receive the club emails that go thru Bivio? Will they also be able to see how the club is doing or just their ...
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Tax question - options
Hi all, I'm in a covered calls group, and a question was posed that I would like to get an answer to. Can any of our resident tax code experts help me with this? Thanks! Happy holidays! It was my understanding that if an investor ...
5 messages
State Filing Requirements?
Does your investment club need to file state as well as federal investment club taxes? Our new state requirements page will help you to figure out the answer: State Filing Requirements Laurie Frederiksen Invest with your friends! Become our Facebook friend! Follow us ...
1 message
snap shot vs. time based
I am a replacement treasurer using Bivio. I have been doing this for 2 years of our 11 year existence. Two of our members left the club recently and I asked for a "Member Tax Allocation report. Get a msg back saying I can't get ...
2 messages