Tax question; Form 8893
Hello, My apologies if this has already been asked and answered, but I am taking the tax interview and I see a question that I do not remember from past years. It reads: Did the partnership file Form 8893 for partnership-level tax treatment? The box ...
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Adjustment Entries on the Schedule D Review Form
There is some confusion about the adjustment entries you can make when you work through the Schedule D review form. When your broker reports a cost basis in a 1099 "covered" category you need to make sure that the amount in the cost basis column ...
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Include copy of 1099 from TDAmeritrade with 1065 to IRS???
Do we include a copy of the Form 1099 from TDAmeritrade with our 1065? Thanks!
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how to make adjustments in BIVIO to match 1099
BIVIO uses FIFO when selling mutual funds. Our brokers uses average cost method for mutual fund sales. A lot of mail here says "need to make an adjustment in BIVIO" to match broker. Is there a help page that shows how to make adjustments? OR ...
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10 Facts About Capital Gains and Losses
Capital gains and losses are front and center this tax season with the new reporting requirements. Here's some basic facts every investor should know from our friends at the IRS: 10 Facts About Capital Gains and Losses Laurie Frederiksen Invest with your friends! Become ...
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Getting Ready for Tax Season-Recording Posted
The recording of the webinar we recently did on Getting Ready for Tax Season 2012 is now posted. You can find it posted at or on YouTube at Laurie Frederiksen Invest with your friends! Become our Facebook friend! Follow us on ...
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Cash Plus Stock Merger Reporting on Your Taxes
The tax program has been adjusted so that it will now report information from cash plus stock mergers such as MHS-ESRX and CHSI-CTRX correctly on the new form 8949. If your club owned a stock which went through such a merger, use the Schedule D ...
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Shopping On The Top Shelf (Highest Quality)
Highest Quality Companies, On Sale? Coach (COH) Cognizant Technology (CTSH) Mesa Labs (MLAB) SolarWinds (SWI) Mark Robertson Blog:
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Recording of Tax Webinar Now Posted
For those who would like to learn how to do their club taxes for this year or would like to learn how to handle the new Schedule D review form, the recording of our recent webinar on preparing your investment club taxes is now posted ...
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Nondividend distribution for AWI
I received an amended tax form from TD Ameritrade that changed our 145.35 4/10/12 dividend from Armstrong World Industries, Inc (AWI) to 43.95 being a qualified dividend and the rest, 101.40 as a nondividend distribution. I do not know what distribution type to choose. Can ...
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Teva - Qualified Dividends?
Our broker has indicated that these dividends are qualified. How do I know for sure?
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Medco merger
Our broker has reported the cash distribution from the merger of Medco with Express Scripts as Long-term capital Gain -Box B. Bivio shows it as a Capital Gain distribution on line 14 of Schedule. Where should this properly be shown?
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Interest received from Broker on a money market acct.
Interest received from a Broker should it stay in Interest or should it be posted in Dividend, I know a read a article on it out here on Bivio but I can't find it again. Thanks again for all you help. Georgine Gubbins
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Inteliquent Ex-Dividend Date for Tax Form
Posting this here in case others have the same problem. I sent to Bivio Support and am waiting for a response. According to the FAQ on the Inteliquent website, the special one-time cash dividend that IQNT paid on 10/30/2012 was subject to a NASDAQ rule ...
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Pennsylvania Tax Filing Procedures
As a first year filer, our club is seeking some guidance regarding our Pennsylvania state filing (we formed January 18, 2012). 1. Should the federal 1065 and K1's be included with our state informational mailing? After completing some reading on the PA website, it appears ...
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