In preparing for our club audit, the only records that do
not agree are the cost basis amounts for some of our stocks.
I've been working with support@bivio.com to reconcile these
issues, but our members are patiently awaiting their K-1's
and I'd sure love to make them available.
Everything else in our audit is in perfect balance with
Bivio and our two broker statements (we switched from Schwab
to Fidelity in 2025). Can I complete our taxes and make
available our K-1 form while having disagreeing amounts on
some cost basis amounts?