Tax tools
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Is the tax tool available in Bivio yet? No, supposedly in the next few days. > On Feb 14, 2024, at 7:23 PM, Robin Travis-malbrough via bivio.com <user*38558700001@bivio.com> wrote: > > Is the tax tool available in Bivio yet? Are we still waiting? Or am I just not seeing the tax program? Still waiting far as I know. Are we still waiting? Or am I just not seeing the tax At my account page, it says that my TD 1099 will be available between Feb 19 and 26. I have 2 family accounts that also moved over, and their TD 1099s were available days ago. Sent from my iPad On Feb 18, 2024, at 4:01 PM, Barb & Glenn Doherty via bivio.com <user*33500400001@bivio.com> wrote:
My personal 1099s were available about a week before my club's 1099s were available. My club moved to Schwab in September and both Schwab and TDA 1099s were on the Schwab tax page. In addition, my club has a Fidelity 1099 to add to the other two because we received some dividends in December after we moved to Fidelity. Suzanne Sent from my iPhone On Feb 18, 2024, at 1:16 PM, Margit Hunt via bivio.com <user*22263100001@bivio.com> wrote:
TDA releases 1099s on a rolling basis. It isn't always obvious why certain ones are issued earlier/later than others. I received my personal 1099 weeks ago, but my club's 1099 only Thursday. Neither account has transitioned to Schwab yet - go figure. Ira Smilovitz
I still don't see the tax tool. Does anyone have any idea why it's taking so long? i haven't seen any updates either and i think med February is over tomorrow We use to get it mid March so count your blessings if it is in February. On Tue, Feb 20, 2024, 4:01â¯PM Kenneth A Davenport via bivio.com <user*39034800001@bivio.com> wrote: I still don't see the tax tool. Does anyone have any idea why it's taking so long? Mid February ends 2/27 except on leap year when it occurs 2/28.
Bernie Worst
From: club_cafe@bivio.com <club_cafe@bivio.com> on behalf of Dennis Brown via bivio.com <user*6213300001@bivio.com>
Sent: Wednesday, February 21, 2024 12:40 AM To: club_cafe@bivio.com <club_cafe@bivio.com> Subject: [club_cafe] Re: Tax tools i haven't seen any updates either and i think med February
is over tomorrow Per info given in Bivioâs (last week) webinar, Bivio is waiting for IRS to release final changes for 2023 tax filing. Sent from my iPhone > On Feb 20, 2024, at 9:40â¯PM, Dennis Brown via bivio.com <user*6213300001@bivio.com> wrote: > > i haven't seen any updates either and i think med February > is over > tomorrow
We also belong to a club with Better Investing. Our taxes are done and filed. So I am not sure what Bivio is doing besides not delivering on what they need to.
From: club_cafe@bivio.com <club_cafe@bivio.com> on behalf of Lynda Feit via bivio.com <user*26876200001@bivio.com>
Sent: Wednesday, February 21, 2024 10:41 AM To: club_cafe@bivio.com <club_cafe@bivio.com> Subject: Re: [club_cafe] Re: Tax tools Per info given in Bivio's (last week) webinar, Bivio is waiting for IRS to release final changes for 2023 tax filing.
Sent from my iPhone > On Feb 20, 2024, at 9:40â¯PM, Dennis Brown via bivio.com <user*6213300001@bivio.com> wrote: > > i haven't seen any updates either and i think med February > is over > tomorrow Hi all, Apologies for the lack of updates and the delay releasing the 2023 tax software. The new software will be made available this week, most likely tomorrow. The good news is that e-filing for California and Colorado returns will be available this year, in addition to e-filing for federal returns. Justin Schell Bivio, Inc. Snarky
On Wednesday, February 21, 2024 at 09:43:48 AM MST, Barb & Glenn Doherty via bivio.com <user*33500400001@bivio.com> wrote:
We also belong to a club with Better Investing. Our taxes are done and filed. So I am not sure what Bivio is doing besides not delivering on what they need to.
From: club_cafe@bivio.com <club_cafe@bivio.com> on behalf of Lynda Feit via bivio.com <user*26876200001@bivio.com>
Sent: Wednesday, February 21, 2024 10:41 AM To: club_cafe@bivio.com <club_cafe@bivio.com> Subject: Re: [club_cafe] Re: Tax tools Per info given in Bivio's (last week) webinar, Bivio is waiting for IRS to release final changes for 2023 tax filing.
Sent from my iPhone > On Feb 20, 2024, at 9:40â¯PM, Dennis Brown via bivio.com <user*6213300001@bivio.com> wrote: > > i haven't seen any updates either and i think med February > is over > tomorrow |
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