Does the treasurer need to have their address on the brokers account? Do the checks go to the address of member listed on the brokers account if that person isn't the treasurer? Is there any reason that checks shouldn't be sent to the treasurer if ...
4 messages
Bivio should have generated a NJ Tax Form
Shouldn't Bivio have created a NJ Tax form (physical) to be filed with the state of NJ, not just the NJ-K-1 for my personal return for my NationwideIC, even though the club is not registered in NJ? According to your chart, A state return ...
2 messages
I slipped while walking and i fell. Next thing I knew, I had broken my right femur, it required surgery.
2 messages
K-1, Box 19
What dollar amount should be reported on my tax return for this item? There are 2 dollar amounts on the statement, $64,384.82 club basis and $377,096.64 market value, but only space for one amount in Turbo Tax. I would appreciate any help you can give ...
14 messages
(No Subject)
PLEASE!!!A I need to be set free of club cafA(C) also. Ita€(TM)s beginning to drive me crazy. Help.A I have tried. Tamarack Inv. ClubA From: < > on behalf of Diane Griffiths via < user* > Sent: Thursday, March 9, 2023 7:25 ...
1 message
We need a new brokerage house
Our club has been with TD since 1994 as a partnership with EIN number. The club started with zero balance. We have had three difference treasurers. We write checks every year. Minh T. Le On Mar 19, 2023, at 3:07 PM, William Peterson via ...
9 messages
We need a new brokerage house
I can't believe this problem is unique to our club. We do not have a local bank account and need to write checks from our brokerage account. Unfortunately, at our current broker, we cannot have a check written to anyone other than the name of ...
24 messages
Member withdrawal and conversion to gift to club
Dear Laurie, I'm the treasurer of the Dwyer Inverment Club. I have a problem with the following issue: A member is resigning from the club because he is physivcally and mentally incapacitated. He has a power of attorney with a friend of his. He and ...
7 messages
Stock Presentations
I would like to know what the 5 top financial metrics your club uses when evaluating stocks. Are club has grown to 10 members in the last year, and we are looking to evaluate and compare stocks in a more consistent manner.
2 messages
Air Lease Dividends re-classified from 'Ordinary Dividends' to 'Non-dividend Distribution.'
Does anyone know if there is a dollar amount limit that would eliminate a need to refile.?
4 messages
Federal E-Filing Released
We are happy to announce that IRS e-filing is now available. Treasurers can go to Account > Taxes and follow the instructions there.A PleaseA be patient. Your e-filed returns will remain in the "Pending" state for a while. You will receiveA an email when it ...
11 messages
storing a copy of our club taxes
I am looking for other innovative ways to store copies of our tax documents besides printing and storing with my personal papers. I am aware that we want to keep all SS# safe. I would like a few of my other club members to have ...
6 messages
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 ...
9 messages
Bivio official identification
May I suggest that official Bivio associates identify themselves by putting [BIVIO] after their email name in this email list. This would help us zero in on information. Thanks
1 message
Unrealized gains and losses
I am working on our tax return and question the following: 1) The balance sheet number on Other Investments does not agree with Schedule L. Schedule L does agree with BiVio balance sheet. The difference is $33.84. 2) Other assets amount does not agree with ...
5 messages