(I requested some information on filing a Form 65 in OR on Feb 22. Ira said he would look into it, but I think tax season is getting in the way!) Original question on 2016 Requirements on Filing for state of OR Last year I ...
I am having difficulty completing the process of withdrawing a member. This is a full withdrawal to which our particular club only gives back 97% of the value of the stock. Additionally, we do not reimburse the $75 initiation fee nor late payment fees which ...
Dear All: I am Leo Cardillo, Treasurer, 711 Investment Club. Our Club has 25 members, about $450K in assets and has been in existence since 1955. Legend has it that the Club has never missed a monthly meeting. I know that we have not missed ...
When I printed my tax forms, schedule D did not print w/1065. My club had no capital gains/losses. Should I send it anyway? Thanks for your help Mary Fran Novak
Sounds like there might be an opening for an accountant to work on the Academy Awards. What do you guys think?A Should I apply? Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! A www.facebook.com/bivio Follow us on twitter!A A www.twitter.com/ bivio Follow ...
Our club just purchased 50 shares of BUD, then I discovered it is an ADR. Will there be much extra accounting work with this? Thank you in advance for your time & expertise. Charla
Our investment partnership has completed amending its agreement and have made provisions in it that "A Partner may, after giving written notice to the Partnership, transfer their interest in the Partnership to a revocable living trust of which they are the grantor and sole trustee." ...
It is at this time of year that I am reminded what a bargain the Bivio service is. Thanks Bivio! I have done the club taxes & distributed most as paper copies at the club meeting. I printed the club's Federal & State PDFs as ...
Just to let you know if you owned either of these stocks in 2016, A revisions to 1099's are just starting to come through because they have reclassified their dividends and gotten information to the brokers late. It's best to wait to file your tax ...
Morgan Stanley buried this issue on page 48 of its just-filed 10-K report: Other Items A The Firm has identified operational issues that resulted in the reporting of incorrect cost basis tax information to the Internal Revenue Service (a€œIRSa€Â) and retail brokerage clients for tax ...
There appears to be a problem in our club's federal and CA tax returns. On the federal 1065 page 4 line 6a, our dividend income in correctly listed as $337. On line 20a the investment income listed as $336. On the CA 565 the capital ...
I am posting this problem here in case it is of interest to others, especially those who use Fidelity. When comparing the Fidelity 1099 to Bivio's computation of dividends and qualified dividends I noticed Bivio classified one of our dividends as non-qualified. When I looked ...