No offense intended to Bivio but we prefer to not have our home addresses and SSN's in yet another location "on the internet". With only 8 partners, we have always manually entered address and SSN on the tax return prior to mailing. It doesn't appear ...
I know you suggested that anyone owning a REIT should sell it. We own VNQ a REIT mutual and I explained the problem to our members but they opted to hang onto the stock. There are quarterly entries of Section 199A in the end of ...
A question in the 2018 partnership tax interview is asking: To select the country for any investment which received foreign taxes? Our club owned EEM which is a Blackrock etf investing in a multitude of foreign stocks. Are we suppose to identify all the countries ...
It isn't clear to me how losses can be allocated. Our situation is that a friend jumped into a partnership a friend and I have had investing in 2017 after becoming excited at our performance, but as the market sank they demanded to be withdrawn. ...
We received $3,700 from Dr. Pepper Snapple last year. This was from the buyout by Keurig. I thought this Was a regular dividend, but the 1099 shows it as a nondividend distribution. Can you tell me how this should be treated on the partner's k-1's ...
I know very little about trust. If a member has a trust, do all their assets go into the trust, or do they designate which go in. With the new tax laws, we are to identify if someone has a trust. I am not clear ...
Here are some more terms you will want to familiarize yourself with to better understand the forms you'll be handling when you prepare your investment club taxes: Tax Lot If you have purchased a stock at several different times, including purchases you make each time ...
Our club loves bivio as well. Our brokerage is Etrade and we're very satisfied dealing with them. Linda Macdougall Tacoma Oddlot Ladies In a message dated 2/16/2019 6:19:23 PM Pacific Standard Time, user*30009800001@bivio.com writes: Ditto Sent from Yahoo Mail on Android On Sun, Feb 17, ...
Yes please. In a message dated 2/12/2019 2:27:15 PM Central Standard Time, user*13764000001@bivio.com writes: Carol, here is Mary Jo's response to my original question. "TD Ameritrade. We just started our club and they were the only brokerage firm that would open an investment club account ...
Do clubs in Indiana have to file state income taxes? We have a member who moved to Indiana but joins us online, so we need to know if we have to file taxes for her. Phyllis Woodring Model Investment Club of Northern Virginia Do what ...