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Annual request for Bivio to add features
I am treasurer of FBIC, e-file is high on our wish list. 

On Sep 23, 2022, at 8:05 PM, Carolyn Sturgis via bivio.com <user*32364500001@bivio.com> wrote:

I would also like two factor authentication.  I'm treasurer of WMIMIC

Carolyn Sturgis 

Sent from my iPhone

On Sep 23, 2022, at 6:48 PM, Anna Murray via bivio.com <user*32616600001@bivio.com> wrote:


Thanks Steve. Any other treasurers out there that want this? Please respond so the programmers at Bivio will do this.

Thanks again

On Fri, Sep 23, 2022 at 5:40 PM Steve Todd via bivio.com <user*34535000001@bivio.com> wrote:
I would love that also

Sent from my iPhone

On Sep 21, 2022, at 8:29 PM, Anna Murray via bivio.com <user*32616600001@bivio.com> wrote:


Electronic filing must be your number one priority. IRS is not handling paper returns effectively or efficiently. The cost to file a paper return plus Bivio fees equals the Iclub accounting system. We raised the issue  with our group. Please consider that the treasures of the investment clubs are not going to want to use Bivio if electronic filing is not included immediately.

Please make this your priority. It is imperative to move to a more modern tax reporting system.

Thank you for your immediate attention to this matter. Our club likes the Bivio format but I for one do not want to go through another filing season without electronic filing.

On Wed, Sep 21, 2022 at 9:19 PM Leonard J Delmolino via bivio.com <user*27879700001@bivio.com> wrote:
Two Factor Authentication is high on our list. Any site that
collects personal and financial information should also
provide this basic security feature.

Len Delmolino
Massachusetts High Flyer Investment Club

You are absolutely correct. However, it takes a lot of effort on your part for the IRS to come around to the conclusion that yes, indeed, you did file in a timely manner.

The light bulb came on for me just last year--at the start of the year file for an automatic extension of time to file. That way, no matter if you mail or e-file, you can file at your leisure without fear of being accused of filing late. At least if you file before September 15, which in most cases is easily achievable.

Peter Dunkelberger

On Fri, Sep 23, 2022 at 11:30 PM Carole Jansen via bivio.com <user*8441200001@bivio.com> wrote:
It doesn't matter how reliable or unreliable the USPS is. The IRS only requires that you show USPS proof of mailing (aka receipt by the USPS) of your tax return by the deadline to file. The IRS may think you haven't filed and try to fine you, but your USPS proof of mailing shows that you did mail your return by the deadline.

If you want more postal services for your one peace of mind, by all means purchase the one that tells you when the IRS got your return. You can also get a tracking number and follow your package along it's way. All of these services cost less than using FedEx to diver your return.

You may want to go this route until efiling happens.

Carole Jansen
wise Investment Club

On Fri, Sep 23, 2022, 8:52 PM barbara 5siegels.com via bivio.com <user*29435100001@bivio.com> wrote:
E-filing is important to our club as well. We file in California and had to send in over a hundred pages for the state return. Since the usps is unreliable here, I used FedEx. Very expensive. I decided to retry the other major investing club accounting service and I'm trying both this year. I prefer to stay with Bivio but paper filing is wasteful and not likely to be allowed much longer.

The delay in having a working tax return platform until late in the season was problematic as well. Hopefully this year will be easier and earlier.

Barbara Lounsbury
SDWIC, Bivio subscriber for a long time...

From: club_cafe@bivio.com <club_cafe@bivio.com> on behalf of Anna Murray via bivio.com <user*32616600001@bivio.com>
Sent: Friday, September 23, 2022 5:48:23 PM
To: club_cafe@bivio.com <club_cafe@bivio.com>
Subject: Re: [club_cafe] Re: Annual request for Bivio to add features
Thanks Steve. Any other treasurers out there that want this? Please respond so the programmers at Bivio will do this.

Thanks again

On Fri, Sep 23, 2022 at 5:40 PM Steve Todd via bivio.com <user*34535000001@bivio.com> wrote:
I would love that also

Sent from my iPhone

On Sep 21, 2022, at 8:29 PM, Anna Murray via bivio.com <user*32616600001@bivio.com> wrote:


Electronic filing must be your number one priority. IRS is not handling paper returns effectively or efficiently. The cost to file a paper return plus Bivio fees equals the Iclub accounting system. We raised the issue with our group. Please consider that the treasures of the investment clubs are not going to want to use Bivio if electronic filing is not included immediately.

Please make this your priority. It is imperative to move to a more modern tax reporting system.

Thank you for your immediate attention to this matter. Our club likes the Bivio format but I for one do not want to go through another filing season without electronic filing.

On Wed, Sep 21, 2022 at 9:19 PM Leonard J Delmolino via bivio.com <user*27879700001@bivio.com> wrote:
Two Factor Authentication is high on our list. Any site that
collects personal and financial information should also
provide this basic security feature.

Len Delmolino
Massachusetts High Flyer Investment Club
Yes, e filing is important to our club also. Thursday Soaps, Tennessee. Also, it seems that Bivio is now more expensive that ICLUB or am I reading that wrong?

On Sat, Sep 24, 2022 at 9:03 AM Peter Dunkelberger via bivio.com <user*26984900001@bivio.com> wrote:
You are absolutely correct. However, it takes a lot of effort on your part for the IRS to come around to the conclusion that yes, indeed, you did file in a timely manner.

The light bulb came on for me just last year--at the start of the year file for an automatic extension of time to file. That way, no matter if you mail or e-file, you can file at your leisure without fear of being accused of filing late. At least if you file before September 15, which in most cases is easily achievable.

Peter Dunkelberger

On Fri, Sep 23, 2022 at 11:30 PM Carole Jansen via bivio.com <user*8441200001@bivio.com> wrote:
It doesn't matter how reliable or unreliable the USPS is. The IRS only requires that you show USPS proof of mailing (aka receipt by the USPS) of your tax return by the deadline to file. The IRS may think you haven't filed and try to fine you, but your USPS proof of mailing shows that you did mail your return by the deadline.

If you want more postal services for your one peace of mind, by all means purchase the one that tells you when the IRS got your return. You can also get a tracking number and follow your package along it's way. All of these services cost less than using FedEx to diver your return.

You may want to go this route until efiling happens.

Carole Jansen
wise Investment Club

On Fri, Sep 23, 2022, 8:52 PM barbara 5siegels.com via bivio.com <user*29435100001@bivio.com> wrote:
E-filing is important to our club as well. We file in California and had to send in over a hundred pages for the state return. Since the usps is unreliable here, I used FedEx. Very expensive. I decided to retry the other major investing club accounting service and I'm trying both this year. I prefer to stay with Bivio but paper filing is wasteful and not likely to be allowed much longer.

The delay in having a working tax return platform until late in the season was problematic as well. Hopefully this year will be easier and earlier.

Barbara Lounsbury
SDWIC, Bivio subscriber for a long time...

From: club_cafe@bivio.com <club_cafe@bivio.com> on behalf of Anna Murray via bivio.com <user*32616600001@bivio.com>
Sent: Friday, September 23, 2022 5:48:23 PM
To: club_cafe@bivio.com <club_cafe@bivio.com>
Subject: Re: [club_cafe] Re: Annual request for Bivio to add features
Thanks Steve. Any other treasurers out there that want this? Please respond so the programmers at Bivio will do this.

Thanks again

On Fri, Sep 23, 2022 at 5:40 PM Steve Todd via bivio.com <user*34535000001@bivio.com> wrote:
I would love that also

Sent from my iPhone

On Sep 21, 2022, at 8:29 PM, Anna Murray via bivio.com <user*32616600001@bivio.com> wrote:


Electronic filing must be your number one priority. IRS is not handling paper returns effectively or efficiently. The cost to file a paper return plus Bivio fees equals the Iclub accounting system. We raised the issue with our group. Please consider that the treasures of the investment clubs are not going to want to use Bivio if electronic filing is not included immediately.

Please make this your priority. It is imperative to move to a more modern tax reporting system.

Thank you for your immediate attention to this matter. Our club likes the Bivio format but I for one do not want to go through another filing season without electronic filing.

On Wed, Sep 21, 2022 at 9:19 PM Leonard J Delmolino via bivio.com <user*27879700001@bivio.com> wrote:
Two Factor Authentication is high on our list. Any site that
collects personal and financial information should also
provide this basic security feature.

Len Delmolino
Massachusetts High Flyer Investment Club
You are basically correct Lucile.  They are evenly priced if you buy all three pieces of myICLUB, if you don't buy state tax filing, then myICLUB is about $100 cheaper and if you don't buy IRS tax filing, myICLUB is about $200 cheaper.  And e-filing is available.

Joe Farrell 

On Sep 24, 2022, at 9:05 AM, Lucile Sorrells via bivio.com <user*30762600001@bivio.com> wrote:

Yes, e filing is important to our club also.  Thursday Soaps, Tennessee. Also, it seems that Bivio is now more expensive that ICLUB or am I reading that wrong?

On Sat, Sep 24, 2022 at 9:03 AM Peter Dunkelberger via bivio.com <user*26984900001@bivio.com> wrote:
You are absolutely correct.  However, it takes a lot of effort on your part for the IRS to come around to the conclusion that yes, indeed, you did file in a timely manner.  

The light bulb came on for me just last year--at the start of the year file for an automatic extension of time to file.  That way, no matter if you mail or e-file, you can file at your leisure without fear of being accused of filing late.  At least if you file before September 15, which in most cases is easily achievable.

Peter Dunkelberger

On Fri, Sep 23, 2022 at 11:30 PM Carole Jansen via bivio.com <user*8441200001@bivio.com> wrote:
It doesn't matter how reliable or unreliable the USPS is.  The IRS only requires that you show USPS proof of mailing (aka receipt by the USPS) of your tax return by the deadline to file.  The IRS may think you haven't filed and try to fine you, but your USPS proof of mailing shows that you did mail your return by the deadline.  

If you want more postal services for your one peace of mind, by all means purchase the one that tells you when the IRS got your return.  You can also get a tracking number and follow your package along it's way.  All of these services cost less than using FedEx to diver your return.

You may want to go this route until efiling happens.

Carole Jansen
wise Investment Club 

On Fri, Sep 23, 2022, 8:52 PM barbara 5siegels.com via bivio.com <user*29435100001@bivio.com> wrote:
E-filing is important to our club as well. We file in California and had to send in over a hundred pages for the state return. Since the usps is unreliable here, I used FedEx. Very expensive. I decided to retry the other major investing club accounting service and I'm trying both this year. I prefer to stay with Bivio but paper filing is wasteful and not likely to be allowed much longer. 

The delay in having a working tax return platform until late in the season was problematic as well. Hopefully this year will be easier and earlier. 

Barbara Lounsbury 
SDWIC, Bivio subscriber for a long time...

From: club_cafe@bivio.com <club_cafe@bivio.com> on behalf of Anna Murray via bivio.com <user*32616600001@bivio.com>
Sent: Friday, September 23, 2022 5:48:23 PM
To: club_cafe@bivio.com <club_cafe@bivio.com>
Subject: Re: [club_cafe] Re: Annual request for Bivio to add features
 
Thanks Steve. Any other treasurers out there that want this? Please respond so the programmers at Bivio will do this.

Thanks again

On Fri, Sep 23, 2022 at 5:40 PM Steve Todd via bivio.com <user*34535000001@bivio.com> wrote:
I would love that also

Sent from my iPhone

On Sep 21, 2022, at 8:29 PM, Anna Murray via bivio.com <user*32616600001@bivio.com> wrote:


Electronic filing must be your number one priority. IRS is not handling paper returns effectively or efficiently. The cost to file a paper return plus Bivio fees equals the Iclub accounting system. We raised the issue  with our group. Please consider that the treasures of the investment clubs are not going to want to use Bivio if electronic filing is not included immediately.

Please make this your priority. It is imperative to move to a more modern tax reporting system.

Thank you for your immediate attention to this matter. Our club likes the Bivio format but I for one do not want to go through another filing season without electronic filing.

On Wed, Sep 21, 2022 at 9:19 PM Leonard J Delmolino via bivio.com <user*27879700001@bivio.com> wrote:
Two Factor Authentication is high on our list. Any site that
collects personal and financial information should also
provide this basic security feature.

Len Delmolino
Massachusetts High Flyer Investment Club

Okay, I have printed out the comparison sheet from IClub. IClub: annual subscription is 87.99, federal tax 99.99 which equals $187.90. Bivio Economy annual subscription is $299 which does not include e filing. What am I not seeing?

On Sat, Sep 24, 2022 at 9:26 AM Joe Farrell via bivio.com <user*14102900001@bivio.com> wrote:
You are basically correct Lucile. They are evenly priced if you buy all three pieces of myICLUB, if you don't buy state tax filing, then myICLUB is about $100 cheaper and if you don't buy IRS tax filing, myICLUB is about $200 cheaper. And e-filing is available.

Joe Farrell

On Sep 24, 2022, at 9:05 AM, Lucile Sorrells via bivio.com <user*30762600001@bivio.com> wrote:

Yes, e filing is important to our club also. Thursday Soaps, Tennessee. Also, it seems that Bivio is now more expensive that ICLUB or am I reading that wrong?

On Sat, Sep 24, 2022 at 9:03 AM Peter Dunkelberger via bivio.com <user*26984900001@bivio.com> wrote:
You are absolutely correct. However, it takes a lot of effort on your part for the IRS to come around to the conclusion that yes, indeed, you did file in a timely manner.

The light bulb came on for me just last year--at the start of the year file for an automatic extension of time to file. That way, no matter if you mail or e-file, you can file at your leisure without fear of being accused of filing late. At least if you file before September 15, which in most cases is easily achievable.

Peter Dunkelberger

On Fri, Sep 23, 2022 at 11:30 PM Carole Jansen via bivio.com <user*8441200001@bivio.com> wrote:
It doesn't matter how reliable or unreliable the USPS is. The IRS only requires that you show USPS proof of mailing (aka receipt by the USPS) of your tax return by the deadline to file. The IRS may think you haven't filed and try to fine you, but your USPS proof of mailing shows that you did mail your return by the deadline.

If you want more postal services for your one peace of mind, by all means purchase the one that tells you when the IRS got your return. You can also get a tracking number and follow your package along it's way. All of these services cost less than using FedEx to diver your return.

You may want to go this route until efiling happens.

Carole Jansen
wise Investment Club

On Fri, Sep 23, 2022, 8:52 PM barbara 5siegels.com via bivio.com <user*29435100001@bivio.com> wrote:
E-filing is important to our club as well. We file in California and had to send in over a hundred pages for the state return. Since the usps is unreliable here, I used FedEx. Very expensive. I decided to retry the other major investing club accounting service and I'm trying both this year. I prefer to stay with Bivio but paper filing is wasteful and not likely to be allowed much longer.

The delay in having a working tax return platform until late in the season was problematic as well. Hopefully this year will be easier and earlier.

Barbara Lounsbury
SDWIC, Bivio subscriber for a long time...

From: club_cafe@bivio.com <club_cafe@bivio.com> on behalf of Anna Murray via bivio.com <user*32616600001@bivio.com>
Sent: Friday, September 23, 2022 5:48:23 PM
To: club_cafe@bivio.com <club_cafe@bivio.com>
Subject: Re: [club_cafe] Re: Annual request for Bivio to add features
Thanks Steve. Any other treasurers out there that want this? Please respond so the programmers at Bivio will do this.

Thanks again

On Fri, Sep 23, 2022 at 5:40 PM Steve Todd via bivio.com <user*34535000001@bivio.com> wrote:
I would love that also

Sent from my iPhone

On Sep 21, 2022, at 8:29 PM, Anna Murray via bivio.com <user*32616600001@bivio.com> wrote:


Electronic filing must be your number one priority. IRS is not handling paper returns effectively or efficiently. The cost to file a paper return plus Bivio fees equals the Iclub accounting system. We raised the issue with our group. Please consider that the treasures of the investment clubs are not going to want to use Bivio if electronic filing is not included immediately.

Please make this your priority. It is imperative to move to a more modern tax reporting system.

Thank you for your immediate attention to this matter. Our club likes the Bivio format but I for one do not want to go through another filing season without electronic filing.

On Wed, Sep 21, 2022 at 9:19 PM Leonard J Delmolino via bivio.com <user*27879700001@bivio.com> wrote:
Two Factor Authentication is high on our list. Any site that
collects personal and financial information should also
provide this basic security feature.

Len Delmolino
Massachusetts High Flyer Investment Club

And Bivio does not prepare my state (Maryland) return and myICLUB does. So "evenly priced" is not accurate for all clubs. MyICLUB charges $88 to do the Maryland return, while Bivio does not prepare it at all. So I would get more service from myICLUb for the same price.

Peter Dunkelberger

On Sat, Sep 24, 2022 at 10:26 AM Joe Farrell via bivio.com <user*14102900001@bivio.com> wrote:
You are basically correct Lucile. They are evenly priced if you buy all three pieces of myICLUB, if you don't buy state tax filing, then myICLUB is about $100 cheaper and if you don't buy IRS tax filing, myICLUB is about $200 cheaper. And e-filing is available.

Joe Farrell

On Sep 24, 2022, at 9:05 AM, Lucile Sorrells via bivio.com <user*30762600001@bivio.com> wrote:

Yes, e filing is important to our club also. Thursday Soaps, Tennessee. Also, it seems that Bivio is now more expensive that ICLUB or am I reading that wrong?

On Sat, Sep 24, 2022 at 9:03 AM Peter Dunkelberger via bivio.com <user*26984900001@bivio.com> wrote:
You are absolutely correct. However, it takes a lot of effort on your part for the IRS to come around to the conclusion that yes, indeed, you did file in a timely manner.

The light bulb came on for me just last year--at the start of the year file for an automatic extension of time to file. That way, no matter if you mail or e-file, you can file at your leisure without fear of being accused of filing late. At least if you file before September 15, which in most cases is easily achievable.

Peter Dunkelberger

On Fri, Sep 23, 2022 at 11:30 PM Carole Jansen via bivio.com <user*8441200001@bivio.com> wrote:
It doesn't matter how reliable or unreliable the USPS is. The IRS only requires that you show USPS proof of mailing (aka receipt by the USPS) of your tax return by the deadline to file. The IRS may think you haven't filed and try to fine you, but your USPS proof of mailing shows that you did mail your return by the deadline.

If you want more postal services for your one peace of mind, by all means purchase the one that tells you when the IRS got your return. You can also get a tracking number and follow your package along it's way. All of these services cost less than using FedEx to diver your return.

You may want to go this route until efiling happens.

Carole Jansen
wise Investment Club

On Fri, Sep 23, 2022, 8:52 PM barbara 5siegels.com via bivio.com <user*29435100001@bivio.com> wrote:
E-filing is important to our club as well. We file in California and had to send in over a hundred pages for the state return. Since the usps is unreliable here, I used FedEx. Very expensive. I decided to retry the other major investing club accounting service and I'm trying both this year. I prefer to stay with Bivio but paper filing is wasteful and not likely to be allowed much longer.

The delay in having a working tax return platform until late in the season was problematic as well. Hopefully this year will be easier and earlier.

Barbara Lounsbury
SDWIC, Bivio subscriber for a long time...

From: club_cafe@bivio.com <club_cafe@bivio.com> on behalf of Anna Murray via bivio.com <user*32616600001@bivio.com>
Sent: Friday, September 23, 2022 5:48:23 PM
To: club_cafe@bivio.com <club_cafe@bivio.com>
Subject: Re: [club_cafe] Re: Annual request for Bivio to add features
Thanks Steve. Any other treasurers out there that want this? Please respond so the programmers at Bivio will do this.

Thanks again

On Fri, Sep 23, 2022 at 5:40 PM Steve Todd via bivio.com <user*34535000001@bivio.com> wrote:
I would love that also

Sent from my iPhone

On Sep 21, 2022, at 8:29 PM, Anna Murray via bivio.com <user*32616600001@bivio.com> wrote:


Electronic filing must be your number one priority. IRS is not handling paper returns effectively or efficiently. The cost to file a paper return plus Bivio fees equals the Iclub accounting system. We raised the issue with our group. Please consider that the treasures of the investment clubs are not going to want to use Bivio if electronic filing is not included immediately.

Please make this your priority. It is imperative to move to a more modern tax reporting system.

Thank you for your immediate attention to this matter. Our club likes the Bivio format but I for one do not want to go through another filing season without electronic filing.

On Wed, Sep 21, 2022 at 9:19 PM Leonard J Delmolino via bivio.com <user*27879700001@bivio.com> wrote:
Two Factor Authentication is high on our list. Any site that
collects personal and financial information should also
provide this basic security feature.

Len Delmolino
Massachusetts High Flyer Investment Club

I realize that the IRS can sometimes be difficult. It was my experience (pre-Covid) that they backed off of the fine threat after I provided them with my USPS receipt of mailing (aka Certified Mail) and sent them a copy of our filing.

Carole Jansen

On Sat, Sep 24, 2022, 9:03 AM Peter Dunkelberger via bivio.com <user*26984900001@bivio.com> wrote:
You are absolutely correct. However, it takes a lot of effort on your part for the IRS to come around to the conclusion that yes, indeed, you did file in a timely manner.

The light bulb came on for me just last year--at the start of the year file for an automatic extension of time to file. That way, no matter if you mail or e-file, you can file at your leisure without fear of being accused of filing late. At least if you file before September 15, which in most cases is easily achievable.

Peter Dunkelberger

On Fri, Sep 23, 2022 at 11:30 PM Carole Jansen via bivio.com <user*8441200001@bivio.com> wrote:
It doesn't matter how reliable or unreliable the USPS is. The IRS only requires that you show USPS proof of mailing (aka receipt by the USPS) of your tax return by the deadline to file. The IRS may think you haven't filed and try to fine you, but your USPS proof of mailing shows that you did mail your return by the deadline.

If you want more postal services for your one peace of mind, by all means purchase the one that tells you when the IRS got your return. You can also get a tracking number and follow your package along it's way. All of these services cost less than using FedEx to diver your return.

You may want to go this route until efiling happens.

Carole Jansen
wise Investment Club

On Fri, Sep 23, 2022, 8:52 PM barbara 5siegels.com via bivio.com <user*29435100001@bivio.com> wrote:
E-filing is important to our club as well. We file in California and had to send in over a hundred pages for the state return. Since the usps is unreliable here, I used FedEx. Very expensive. I decided to retry the other major investing club accounting service and I'm trying both this year. I prefer to stay with Bivio but paper filing is wasteful and not likely to be allowed much longer.

The delay in having a working tax return platform until late in the season was problematic as well. Hopefully this year will be easier and earlier.

Barbara Lounsbury
SDWIC, Bivio subscriber for a long time...

From: club_cafe@bivio.com <club_cafe@bivio.com> on behalf of Anna Murray via bivio.com <user*32616600001@bivio.com>
Sent: Friday, September 23, 2022 5:48:23 PM
To: club_cafe@bivio.com <club_cafe@bivio.com>
Subject: Re: [club_cafe] Re: Annual request for Bivio to add features
Thanks Steve. Any other treasurers out there that want this? Please respond so the programmers at Bivio will do this.

Thanks again

On Fri, Sep 23, 2022 at 5:40 PM Steve Todd via bivio.com <user*34535000001@bivio.com> wrote:
I would love that also

Sent from my iPhone

On Sep 21, 2022, at 8:29 PM, Anna Murray via bivio.com <user*32616600001@bivio.com> wrote:


Electronic filing must be your number one priority. IRS is not handling paper returns effectively or efficiently. The cost to file a paper return plus Bivio fees equals the Iclub accounting system. We raised the issue with our group. Please consider that the treasures of the investment clubs are not going to want to use Bivio if electronic filing is not included immediately.

Please make this your priority. It is imperative to move to a more modern tax reporting system.

Thank you for your immediate attention to this matter. Our club likes the Bivio format but I for one do not want to go through another filing season without electronic filing.

On Wed, Sep 21, 2022 at 9:19 PM Leonard J Delmolino via bivio.com <user*27879700001@bivio.com> wrote:
Two Factor Authentication is high on our list. Any site that
collects personal and financial information should also
provide this basic security feature.

Len Delmolino
Massachusetts High Flyer Investment Club
The fee for preparing the state return .

Peter Dunkelberger

On Sat, Sep 24, 2022 at 11:51 AM Lucile Sorrells via bivio.com <user*30762600001@bivio.com> wrote:
Okay, I have printed out the comparison sheet from IClub. IClub: annual subscription is 87.99, federal tax 99.99 which equals $187.90. Bivio Economy annual subscription is $299 which does not include e filing. What am I not seeing?

On Sat, Sep 24, 2022 at 9:26 AM Joe Farrell via bivio.com <user*14102900001@bivio.com> wrote:
You are basically correct Lucile. They are evenly priced if you buy all three pieces of myICLUB, if you don't buy state tax filing, then myICLUB is about $100 cheaper and if you don't buy IRS tax filing, myICLUB is about $200 cheaper. And e-filing is available.

Joe Farrell

On Sep 24, 2022, at 9:05 AM, Lucile Sorrells via bivio.com <user*30762600001@bivio.com> wrote:

Yes, e filing is important to our club also. Thursday Soaps, Tennessee. Also, it seems that Bivio is now more expensive that ICLUB or am I reading that wrong?

On Sat, Sep 24, 2022 at 9:03 AM Peter Dunkelberger via bivio.com <user*26984900001@bivio.com> wrote:
You are absolutely correct. However, it takes a lot of effort on your part for the IRS to come around to the conclusion that yes, indeed, you did file in a timely manner.

The light bulb came on for me just last year--at the start of the year file for an automatic extension of time to file. That way, no matter if you mail or e-file, you can file at your leisure without fear of being accused of filing late. At least if you file before September 15, which in most cases is easily achievable.

Peter Dunkelberger

On Fri, Sep 23, 2022 at 11:30 PM Carole Jansen via bivio.com <user*8441200001@bivio.com> wrote:
It doesn't matter how reliable or unreliable the USPS is. The IRS only requires that you show USPS proof of mailing (aka receipt by the USPS) of your tax return by the deadline to file. The IRS may think you haven't filed and try to fine you, but your USPS proof of mailing shows that you did mail your return by the deadline.

If you want more postal services for your one peace of mind, by all means purchase the one that tells you when the IRS got your return. You can also get a tracking number and follow your package along it's way. All of these services cost less than using FedEx to diver your return.

You may want to go this route until efiling happens.

Carole Jansen
wise Investment Club

On Fri, Sep 23, 2022, 8:52 PM barbara 5siegels.com via bivio.com <user*29435100001@bivio.com> wrote:
E-filing is important to our club as well. We file in California and had to send in over a hundred pages for the state return. Since the usps is unreliable here, I used FedEx. Very expensive. I decided to retry the other major investing club accounting service and I'm trying both this year. I prefer to stay with Bivio but paper filing is wasteful and not likely to be allowed much longer.

The delay in having a working tax return platform until late in the season was problematic as well. Hopefully this year will be easier and earlier.

Barbara Lounsbury
SDWIC, Bivio subscriber for a long time...

From: club_cafe@bivio.com <club_cafe@bivio.com> on behalf of Anna Murray via bivio.com <user*32616600001@bivio.com>
Sent: Friday, September 23, 2022 5:48:23 PM
To: club_cafe@bivio.com <club_cafe@bivio.com>
Subject: Re: [club_cafe] Re: Annual request for Bivio to add features
Thanks Steve. Any other treasurers out there that want this? Please respond so the programmers at Bivio will do this.

Thanks again

On Fri, Sep 23, 2022 at 5:40 PM Steve Todd via bivio.com <user*34535000001@bivio.com> wrote:
I would love that also

Sent from my iPhone

On Sep 21, 2022, at 8:29 PM, Anna Murray via bivio.com <user*32616600001@bivio.com> wrote:


Electronic filing must be your number one priority. IRS is not handling paper returns effectively or efficiently. The cost to file a paper return plus Bivio fees equals the Iclub accounting system. We raised the issue with our group. Please consider that the treasures of the investment clubs are not going to want to use Bivio if electronic filing is not included immediately.

Please make this your priority. It is imperative to move to a more modern tax reporting system.

Thank you for your immediate attention to this matter. Our club likes the Bivio format but I for one do not want to go through another filing season without electronic filing.

On Wed, Sep 21, 2022 at 9:19 PM Leonard J Delmolino via bivio.com <user*27879700001@bivio.com> wrote:
Two Factor Authentication is high on our list. Any site that
collects personal and financial information should also
provide this basic security feature.

Len Delmolino
Massachusetts High Flyer Investment Club

Good morning,

Please unsubscribe me from this list serve.

Thank you,

Ashley Williams 

On Sep 21, 2022, at 10:45 AM, Stuart Weissman via bivio.com <user*15236200001@bivio.com> wrote:


As long as we are updating our Bivio Wishlists, we store all of our SSGs, QRFs, meeting minutes, etc., in Bivio's files area.  The interface to move the files into folders, or quite frankly, to perform any file maintenance is archaic, to say the least.  Allowing FTP access or even to provide a simple way to be able to select more than one file at a time for deletion, or to be placed in a different folder would be extremely helpful.

Stu, Mad Loot Investment Club (going strong for 18 years now)

On Wed, Sep 21, 2022 at 10:36 AM Bob Mann via bivio.com <user*12614800001@bivio.com> wrote:
Dan,
 Your requested a new feature of
"Monthly report showing the dollar amount and percentage
  change of each stock (the single-most requested feature
  from our club's members for the last ten years)"

More specifics on this request are needed, such as $ and % change from when? last month? initial purchase? each purchase of that stock?  And, why is this information wanted?  If a club follows BetterInvesting guidelines then these aren't values used to determine sell or buy situations.

However, this is something easily done in Excel or Google Sheets and only requires minimal maintenance each month to keep updated.

Bob Mann
Lunch Money Investment Club
On 09/21/2022 10:12 AM Dan Cohn via bivio.com <user*32501700001@bivio.com> wrote:


Joan and Dan,
Well my request is simpler get Schwab to link again with Bivio. We have NOT had one since April!
Dan Cohn

On Wed, Sep 21, 2022 at 10:04 AM Joan Rusden via bivio.com <user*15545600001@bivio.com> wrote:
Dan,
Perhaps with new management, something will happen! All excellent suggestions.
Joan R.

On Wed, Sep 21, 2022 at 10:02 AM Daniel Lapp via bivio.com <user*15604200001@bivio.com> wrote:
This is my annual request for Bivio to add features:
- Monthly report showing the dollar amount and percentage
  change of each stock (the single-most requested feature
  from our club's members for the last ten years)
- More detailed reporting with more options
- Rather than invest in a whole new reporting system,
  perhaps you could interface with an existing
  reporting/graphing package, or supply pre-formatted Excel
  spreadsheets
- Graphs, such as a line chart of club's Unit Value of time
- Including more states in the tax preparation software
  (such as Massachusetts)
- Electronic filing of tax returns (This year, my Florida
  investment club's Federal Tax Return is nearly 300 pages
  long, due to K-1 Form's increased number of pages. I
  understand that you don't control the format of the tax
  return, but other investment club software do offer
  electronic filing)

Thanks,
Dan Lapp


--
Dan Cohn
404 862 5640
Please take me off

On Wed, Sep 21, 2022 at 9:02 AM Daniel Lapp via bivio.com <user*15604200001@bivio.com> wrote:
This is my annual request for Bivio to add features:
- Monthly report showing the dollar amount and percentage
change of each stock (the single-most requested feature
from our club's members for the last ten years)
- More detailed reporting with more options
- Rather than invest in a whole new reporting system,
perhaps you could interface with an existing
reporting/graphing package, or supply pre-formatted Excel
spreadsheets
- Graphs, such as a line chart of club's Unit Value of time
- Including more states in the tax preparation software
(such as Massachusetts)
- Electronic filing of tax returns (This year, my Florida
investment club's Federal Tax Return is nearly 300 pages
long, due to K-1 Form's increased number of pages. I
understand that you don't control the format of the tax
return, but other investment club software do offer
electronic filing)

Thanks,
Dan Lapp