Tax Question

Karen Wilson on

I am getting ready for tax season and have several
questions. First we acquired some GE Vernova stock when GE
spun them off. Bivio had them as Ordinary Dividends so I
change it to Qualified Dividends like Charles Schwab had
them. Is that ok to do. Also I wasn't sure how to handle
the transactions on January 18, February 27 and February 28
for GE Vernova which were listed at Dividend Adjustments and
Previous Year Cash Dividend in the amount of $1.75. Also
Bivio has the cost basis for Advanced Materials Inc. (SOLS)
as 23.63 and Charles Schwab has the cost basis as $23.96.
Can I change it in Bivio? Thanks for your help.

ira smilovitz on

Karen,

Questions like these are best answered by bivio Support. Send an email to support@bivio.com and they will help you with any necessary adjustments.

Ira Smilovitz

On Tue, Dec 16, 2025 at 3:49 PM Karen Wilson via bivio.com <user*16610800001@bivio.com> wrote:

I am getting ready for tax season and have several
questions. First we acquired some GE Vernova stock when GE
spun them off. Bivio had them as Ordinary Dividends so I
change it to Qualified Dividends like Charles Schwab had
them. Is that ok to do. Also I wasn't sure how to handle
the transactions on January 18, February 27 and February 28
for GE Vernova which were listed at Dividend Adjustments and
Previous Year Cash Dividend in the amount of $1.75. Also
Bivio has the cost basis for Advanced Materials Inc. (SOLS)
as 23.63 and Charles Schwab has the cost basis as $23.96.
Can I change it in Bivio? Thanks for your help.

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