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If we have to file an extension for filing with IRS due to delay of E/filing
What form do we use and when does that have to be in? I assume it should be sent in certified and signed receipt.

Also if we aren't able to send paperwork E/filing, I have trouble with paying $549 for this year's Bivio Fee which i have already paid for.
Federal E-Filing is working. Bivio made the announcement on March 1.

Carole Jansen
Wise Investment Club

On Sat, Mar 4, 2023, 3:10 PM Stephen Grossberg via bivio.com <user*10410100001@bivio.com> wrote:
What form do we use and when does that have to be in? I assume it should be sent in certified and signed receipt.

Also if we aren't able to send paperwork E/filing, I have trouble with paying $549 for this year's Bivio Fee which i have already paid for.
Thanks I hadn't for some reason received notification, I guess I know what I be doing tomorrow. 

From

Stephen Grossberg
843-707-4930

On Mar 4, 2023, at 4:28 PM, Carole Jansen via bivio.com <user*8441200001@bivio.com> wrote:


Federal E-Filing is working.  Bivio made the announcement on March 1.

Carole Jansen
Wise Investment Club

On Sat, Mar 4, 2023, 3:10 PM Stephen Grossberg via bivio.com <user*10410100001@bivio.com> wrote:
What form do we use and when does that have to be in? I assume it should be sent in certified and signed receipt.

Also if we aren't able to send paperwork E/filing, I have trouble with paying $549 for this year's Bivio Fee which i have already paid for.
If you run into any problems with efiling, do an extension of time to file. The form is simple to fill out and is on the IRS website, form 7004. I would do certified mailing, which you can track online, no need for a signature. It has to be in before the due date of your return.

Why do you have trouble paying the $549? Bivio does have less expensive subscriptions.

Peter Dunkelberger
Sumner Stock Selectors Investment Club

On Sat, Mar 4, 2023 at 4:10 PM Stephen Grossberg via bivio.com <user*10410100001@bivio.com> wrote:
What form do we use and when does that have to be in? I assume it should be sent in certified and signed receipt.

Also if we aren't able to send paperwork E/filing, I have trouble with paying $549 for this year's Bivio Fee which i have already paid for.
That was this year's renewal, cost that I paid in January. I actually have two clubs one had its renewal in December and that was $279, but this December it will also be $549. 

However, someone replied that as of March 1st we are able to e-file with Bivio. That will make my life easier. 

Last year was nightmare, my home laser print just couldn't handle the work load. 

Sincerely,
Stephen Grossberg
843-707-4930

On Mar 4, 2023, at 4:44 PM, Peter Dunkelberger via bivio.com <user*26984900001@bivio.com> wrote:


If you run into any problems with efiling, do an extension of time to file.  The form is simple to fill out and is on the IRS website, form 7004.  I would do certified mailing, which you can track online, no need for a signature.  It has to be in before the due date of your return.

Why do you have trouble paying the $549?  Bivio does have less expensive subscriptions. 

Peter Dunkelberger
Sumner Stock Selectors Investment Club

On Sat, Mar 4, 2023 at 4:10 PM Stephen Grossberg via bivio.com <user*10410100001@bivio.com> wrote:
What form do we use and when does that have to be in? I assume it should be sent in certified and signed receipt.

Also if we aren't able to send paperwork E/filing, I have trouble with paying $549 for this year's Bivio Fee which i have already paid for.
Check the subscription options. If you paid $279 last year. unless you had just a ton more transactions, there is no need to pay $549.
EconomyPreferredActivePartnershipTM
Most Popular
Annual Price$299$349$549
Full Accounting
AccountSync Daily Automatic Data Entry
Federal Tax Forms and Federal E-Filing
Annual Transactions250400500
State Tax Forms (NY,NJ,CO,CA,PA)not included
Options and Short Sale Transactionsnot included10
SupportEmail OnlyEmail and PhonePriority Email and Phone
Concierge ServiceAvailableAvailableAvailable
Buy NowBuy NowBuy Now

Peter Dunkelberger

On Sat, Mar 4, 2023 at 4:51 PM Stephen Grossberg via bivio.com <user*10410100001@bivio.com> wrote:
That was this year's renewal, cost that I paid in January. I actually have two clubs one had its renewal in December and that was $279, but this December it will also be $549.

However, someone replied that as of March 1st we are able to e-file with Bivio. That will make my life easier.

Last year was nightmare, my home laser print just couldn't handle the work load.

Sincerely,
Stephen Grossberg
843-707-4930

On Mar 4, 2023, at 4:44 PM, Peter Dunkelberger via bivio.com <user*26984900001@bivio.com> wrote:


If you run into any problems with efiling, do an extension of time to file. The form is simple to fill out and is on the IRS website, form 7004. I would do certified mailing, which you can track online, no need for a signature. It has to be in before the due date of your return.

Why do you have trouble paying the $549? Bivio does have less expensive subscriptions.

Peter Dunkelberger
Sumner Stock Selectors Investment Club

On Sat, Mar 4, 2023 at 4:10 PM Stephen Grossberg via bivio.com <user*10410100001@bivio.com> wrote:
What form do we use and when does that have to be in? I assume it should be sent in certified and signed receipt.

Also if we aren't able to send paperwork E/filing, I have trouble with paying $549 for this year's Bivio Fee which i have already paid for.
I was totally unaware of that, we were sent an invoice which we paid for. We do utilize emails which is what I assume is what they refer as part of transactions .

From

Stephen Grossberg
843-707-4930

On Mar 4, 2023, at 10:24 PM, Peter Dunkelberger via bivio.com <user*26984900001@bivio.com> wrote:


Check the subscription options.  If you paid $279 last year. unless you had just a ton more transactions, there is no need to pay $549.
EconomyPreferredActivePartnershipTM
Most Popular
Annual Price$299$349$549
Full Accounting
AccountSync Daily Automatic Data Entry
Federal Tax Forms and Federal E-Filing
Annual Transactions250400500
State Tax Forms (NY,NJ,CO,CA,PA)not included
Options and Short Sale Transactionsnot included10
SupportEmail OnlyEmail and PhonePriority Email and Phone
Concierge ServiceAvailableAvailableAvailable
Buy NowBuy NowBuy Now

Peter Dunkelberger

On Sat, Mar 4, 2023 at 4:51 PM Stephen Grossberg via bivio.com <user*10410100001@bivio.com> wrote:
That was this year's renewal, cost that I paid in January. I actually have two clubs one had its renewal in December and that was $279, but this December it will also be $549. 

However, someone replied that as of March 1st we are able to e-file with Bivio. That will make my life easier. 

Last year was nightmare, my home laser print just couldn't handle the work load. 

Sincerely,
Stephen Grossberg
843-707-4930

On Mar 4, 2023, at 4:44 PM, Peter Dunkelberger via bivio.com <user*26984900001@bivio.com> wrote:


If you run into any problems with efiling, do an extension of time to file.  The form is simple to fill out and is on the IRS website, form 7004.  I would do certified mailing, which you can track online, no need for a signature.  It has to be in before the due date of your return.

Why do you have trouble paying the $549?  Bivio does have less expensive subscriptions. 

Peter Dunkelberger
Sumner Stock Selectors Investment Club

On Sat, Mar 4, 2023 at 4:10 PM Stephen Grossberg via bivio.com <user*10410100001@bivio.com> wrote:
What form do we use and when does that have to be in? I assume it should be sent in certified and signed receipt.

Also if we aren't able to send paperwork E/filing, I have trouble with paying $549 for this year's Bivio Fee which i have already paid for.
Stephen, you can click on "transactions" and see what counts as transactions.

Carole Jansen
Wise Investment Club

On Sat, Mar 4, 2023, 9:45 PM Stephen Grossberg via bivio.com <user*10410100001@bivio.com> wrote:
I was totally unaware of that, we were sent an invoice which we paid for. We do utilize emails which is what I assume is what they refer as part of transactions .

From

Stephen Grossberg
843-707-4930

On Mar 4, 2023, at 10:24 PM, Peter Dunkelberger via bivio.com <user*26984900001@bivio.com> wrote:


Check the subscription options. If you paid $279 last year. unless you had just a ton more transactions, there is no need to pay $549.
EconomyPreferredActivePartnershipTM
Most Popular
Annual Price$299$349$549
Full Accounting
AccountSync Daily Automatic Data Entry
Federal Tax Forms and Federal E-Filing
Annual Transactions250400500
State Tax Forms (NY,NJ,CO,CA,PA)not included
Options and Short Sale Transactionsnot included10
SupportEmail OnlyEmail and PhonePriority Email and Phone
Concierge ServiceAvailableAvailableAvailable
Buy NowBuy NowBuy Now

Peter Dunkelberger

On Sat, Mar 4, 2023 at 4:51 PM Stephen Grossberg via bivio.com <user*10410100001@bivio.com> wrote:
That was this year's renewal, cost that I paid in January. I actually have two clubs one had its renewal in December and that was $279, but this December it will also be $549.

However, someone replied that as of March 1st we are able to e-file with Bivio. That will make my life easier.

Last year was nightmare, my home laser print just couldn't handle the work load.

Sincerely,
Stephen Grossberg
843-707-4930

On Mar 4, 2023, at 4:44 PM, Peter Dunkelberger via bivio.com <user*26984900001@bivio.com> wrote:


If you run into any problems with efiling, do an extension of time to file. The form is simple to fill out and is on the IRS website, form 7004. I would do certified mailing, which you can track online, no need for a signature. It has to be in before the due date of your return.

Why do you have trouble paying the $549? Bivio does have less expensive subscriptions.

Peter Dunkelberger
Sumner Stock Selectors Investment Club

On Sat, Mar 4, 2023 at 4:10 PM Stephen Grossberg via bivio.com <user*10410100001@bivio.com> wrote:
What form do we use and when does that have to be in? I assume it should be sent in certified and signed receipt.

Also if we aren't able to send paperwork E/filing, I have trouble with paying $549 for this year's Bivio Fee which i have already paid for.
Will do that

From

Stephen Grossberg
843-707-4930

On Mar 4, 2023, at 11:15 PM, Carole Jansen via bivio.com <user*8441200001@bivio.com> wrote:


Stephen, you can click on "transactions" and see what counts as transactions.

Carole Jansen
Wise Investment Club

On Sat, Mar 4, 2023, 9:45 PM Stephen Grossberg via bivio.com <user*10410100001@bivio.com> wrote:
I was totally unaware of that, we were sent an invoice which we paid for. We do utilize emails which is what I assume is what they refer as part of transactions .

From

Stephen Grossberg
843-707-4930

On Mar 4, 2023, at 10:24 PM, Peter Dunkelberger via bivio.com <user*26984900001@bivio.com> wrote:


Check the subscription options.  If you paid $279 last year. unless you had just a ton more transactions, there is no need to pay $549.
EconomyPreferredActivePartnershipTM
Most Popular
Annual Price$299$349$549
Full Accounting
AccountSync Daily Automatic Data Entry
Federal Tax Forms and Federal E-Filing
Annual Transactions250400500
State Tax Forms (NY,NJ,CO,CA,PA)not included
Options and Short Sale Transactionsnot included10
SupportEmail OnlyEmail and PhonePriority Email and Phone
Concierge ServiceAvailableAvailableAvailable
Buy NowBuy NowBuy Now

Peter Dunkelberger

On Sat, Mar 4, 2023 at 4:51 PM Stephen Grossberg via bivio.com <user*10410100001@bivio.com> wrote:
That was this year's renewal, cost that I paid in January. I actually have two clubs one had its renewal in December and that was $279, but this December it will also be $549. 

However, someone replied that as of March 1st we are able to e-file with Bivio. That will make my life easier. 

Last year was nightmare, my home laser print just couldn't handle the work load. 

Sincerely,
Stephen Grossberg
843-707-4930

On Mar 4, 2023, at 4:44 PM, Peter Dunkelberger via bivio.com <user*26984900001@bivio.com> wrote:


If you run into any problems with efiling, do an extension of time to file.  The form is simple to fill out and is on the IRS website, form 7004.  I would do certified mailing, which you can track online, no need for a signature.  It has to be in before the due date of your return.

Why do you have trouble paying the $549?  Bivio does have less expensive subscriptions. 

Peter Dunkelberger
Sumner Stock Selectors Investment Club

On Sat, Mar 4, 2023 at 4:10 PM Stephen Grossberg via bivio.com <user*10410100001@bivio.com> wrote:
What form do we use and when does that have to be in? I assume it should be sent in certified and signed receipt.

Also if we aren't able to send paperwork E/filing, I have trouble with paying $549 for this year's Bivio Fee which i have already paid for.