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The K1’s for our members only has a K1 and a K3. Shouldn’t there be a K2? The 1065 has K2 forms included but not the individual K1’s. Thanks for the help!
Cheryl

Sent from my iPad

The K-2 shows totals for the whole club. The K-3's show each members personal portion of the totals. Each member does not get a K-2.

Taxes are not intuitively obvious this year. Everyone really needs to go through the instructions shown below to understand what needs to be done to prepare and file them correctly:

https://www.bivio.com/site-help/bp/Preparing_Investment_Club_Taxes_Help

Laurie Frederiksen
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On Sun, Mar 6, 2022 at 11:07 AM Cheryl Richards via bivio.com <user*25842600001@bivio.com> wrote:
The K1's for our members only has a K1 and a K3. Shouldn't there be a K2? The 1065 has K2 forms included but not the individual K1's. Thanks for the help!
Cheryl

Sent from my iPad
Thanks for the speedy response!

Sent from my iPad

On Mar 6, 2022, at 10:34 AM, Laurie Frederiksen <laurie@bivio.biz> wrote:



The K-2 shows totals for the whole club.  The K-3's show each members personal portion of the totals.  Each member does not get a K-2.

Taxes are not intuitively obvious this year.  Everyone really needs to go through the instructions shown below to understand what needs to be done to prepare and file them correctly:

https://www.bivio.com/site-help/bp/Preparing_Investment_Club_Taxes_Help

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend!  www.facebook.com/bivio
Follow us on twitter!  www.twitter.com/bivio
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list.  Click here to  Unsubscribe


On Sun, Mar 6, 2022 at 11:07 AM Cheryl Richards via bivio.com <user*25842600001@bivio.com> wrote:
The K1's for our members only has a K1 and a K3.  Shouldn't there be a K2? The 1065 has K2 forms included but not the individual K1's.  Thanks for the help!
Cheryl

Sent from my iPad
I noticed that the Club K2 does not include page 6 and the K3's don't include page 7. Is this to be expected?

Thx
Mike

On Sun, Mar 6, 2022 at 8:35 AM Laurie Frederiksen <laurie@bivio.biz> wrote:

The K-2 shows totals for the whole club. The K-3's show each members personal portion of the totals. Each member does not get a K-2.

Taxes are not intuitively obvious this year. Everyone really needs to go through the instructions shown below to understand what needs to be done to prepare and file them correctly:

https://www.bivio.com/site-help/bp/Preparing_Investment_Club_Taxes_Help

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe


On Sun, Mar 6, 2022 at 11:07 AM Cheryl Richards via bivio.com <user*25842600001@bivio.com> wrote:
The K1's for our members only has a K1 and a K3. Shouldn't there be a K2? The 1065 has K2 forms included but not the individual K1's. Thanks for the help!
Cheryl

Sent from my iPad
Waiting to hear officially, but I checks a k-3 from a member versus the federal report and all the categories were the same with the same grouping ending. The fed had some extra material at the top of the page, so entries ran over the break but eventually they ended with the same page. Think we are OK

About to mail these off, so interested in official response,

Peg Wentworth, Womens Investment Network, Lititz Pa

On Sun, Mar 6, 2022 at 11:54 AM Michael Grove via bivio.com <user*23913100001@bivio.com> wrote:
I noticed that the Club K2 does not include page 6 and the K3's don't include page 7. Is this to be expected?

Thx
Mike

On Sun, Mar 6, 2022 at 8:35 AM Laurie Frederiksen <laurie@bivio.biz> wrote:

The K-2 shows totals for the whole club. The K-3's show each members personal portion of the totals. Each member does not get a K-2.

Taxes are not intuitively obvious this year. Everyone really needs to go through the instructions shown below to understand what needs to be done to prepare and file them correctly:

https://www.bivio.com/site-help/bp/Preparing_Investment_Club_Taxes_Help

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe


On Sun, Mar 6, 2022 at 11:07 AM Cheryl Richards via bivio.com <user*25842600001@bivio.com> wrote:
The K1's for our members only has a K1 and a K3. Shouldn't there be a K2? The 1065 has K2 forms included but not the individual K1's. Thanks for the help!
Cheryl

Sent from my iPad