Hi, How do you handle a member who hadn't communicated to the rest of the members that they couldn't pay their monthly dues? As a portion of the dues go towards any club expenses. Any suggestions? Thanks Ana Earning and Learning
We currently use eTrade as our broker and supplier of transactions to the Bivio feed. We own two foreign stocks that pay regular dividends and the information supplied by eTrade is not complete enough for Bivio to process what we need to match our 1099 ...
Reconciling our 1099-B on Bivio I see a number of transactions with incorrect cost basis. There are due to the transfer of stocks from TD Ameritrade to Schwab where cost basis is not recorded and only shows as Journal Transfer of shares.
In preparing for our club audit, the only records that do not agree are the cost basis amounts for some of our stocks. I've been working with support@bivio.com to reconcile these issues, but our members are patiently awaiting their K-1's and I'd sure love to ...
My club uses fidelity, they just distributed our official 1099 (3/11). On it is a dividend payment from 1/30/26 for SPY. I called in to get this fixed but Fidelity claims we have to file this dividend with our 2025 taxes. This is the only ...
I am attempting to track down our CA SOS number. We are a General Partnership. Bivio support stated "General partnerships which did not have a SOS number should have been issued a 9 digit temporary one around December 2021". We were established in 2022. Does ...
Hello, I got up early to get the club taxes done. Yay me! However, as a treasurer, I'm sure my view of the Bivio site is a bit different from our general members. Can anyone tell me how to walk a member through the site ...
Is there a straightforward site to find the spinoff financial information for Honeywell's spinoff of Solstice on Oct 30, 2025 (one Solstice share for each 4 Honeywell shares owned)? I tried using the Bivio spinoff calculatorA with closing prices and a parent percentage found online. ...
We have two members who have withdrawn this past year. The payout was completed. I left them on the Roster so they could access their K-1. Now that they have done that, how do I change their member status to Withdrawn? I'm obviously wording my ...
Return to the taxes page and re-do the interest/dividend and 1099-b reconciliations. Then retake the interview and regenerate your return. BTW, these questions are best directed to support@bivio.com .A Ira Smilovitz On Fri, Feb 27, 2026 at 1:49a€¯PM Mehran Mikail via bivio.com <user* 35669500001@bivio.com > ...
Schwab issued a revised 1099 for our account about 10 days ago, but looks like Bivio is using the old 1099 for tax return preparation. How do I go about deleting the old one and adding the revised 1099?
Auditing our club tax before filing, I noticed a discrepancy of over $20,000 on short term capital losses and upon further research, I see some option trades done in June-October 2024 for NVDA are all missing from Bivio records so somehow account sync hasn't picked ...
Go to Accounting > investments. Click on the plus or minus icon (based on the opening transaction). Enter the ticker symbol for the underlying security and click call/put options. Find the exact option you need and select it. Complete the security buy or sell screen.A ...
Greetings! Filing our clubs taxes like we normally do thru bivio, we have run into a bit of a snag this year. We received the following notification from bivio: "Problems with Tax Documents Your club owned an investment during the tax year which has accounting ...