Tax return as prepared by Bivio not Correct
Thanks, Laura has been assisting me.

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On Wednesday, February 27, 2019, ira smilovitz via <user*> wrote:

Your question can best be answered by Support. Please send a request to support@bivio,com.

Ira Smilovitz

On Wed, Feb 27, 2019 at 9:47 AM R. H. Gillam via <user*> wrote:
Our  tax return as prepared by Bivio  says it is not correct because we hold an MLP investment this past year, but our records indicate we have an ETF  and other (NYSE) exchange traded stocks which two of them have ADR status and we had foreign tax withheld and was correctly reported.

I think our return as prepared is correct and we plan to file as is; any suggestions or recommendations??

Bob Gillam
Phoenix Compact Club