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New IRS Form of investing partnerships
I remember reading an article about changes in the tax code that could potentially effect clubs in the future. Something about if the IRS finds problems in an audit, whoever happen to be the current partners may be liable for taxes and penalties even if ...
3 messages
New IRS Form of investing partnerships
See Better Investing, March 2018, page 18 : http://mydigimag.rrd.com/publication/?i=471507&p=&l=&m=&ver=&view=&pp=#{"issue_id":471507,"view":"articleBrowser","article_id":"2995326"} The author , Russell Malley of iClub Central , does NOT mention any particular IRS Form to use. If there is a special form, m ay be a board reader or the author could provide it ...
1 message
Mailing of tax forms to IRS and state agency
Don or Carolyn Original Message From: "ira smilovitz via bivio.com" [user*2883400001@bivio.com] Date: 02/14/2018 05:50 PM To: club_cafe@bivio.com Subject: Re: [club_cafe] Mailing of tax forms to IRS and state agency All tax documents should be mailed by first class, certified mail or priority, certified mail. Priority ...
2 messages
change in mutual fund share class
We have shares in an American Funds mutual fund that changed share class from B to A resulting in the investment switching symbols from CWGBX to CWGIX. Our brokerage has transferred all shares to CWGIX but Bivio has kept the share symbols separate. Is there ...
3 messages
Mailing of tax forms to IRS and state agency
What are the recommended method of mailing the tax forms, First Class First Class with Certified My State return ended up at 15.9 ounces which I guess does not qualified for First class. Priority mail ? Priority mail with Certified? Priority mail flat envelope rate?
2 messages
Club address changed states, where do we file?
I'm hoping someone can point me in the right direction on our scenario. I am the treasurer of our club and we filed our partnership with the state of Michigan. I moved last summer to North Carolina. I changed the address on our brokerage account ...
1 message
Qualcomm (QCOM) and Dividend Reclassification
Those of you who owned QCOM during 2016 and 2017 have some extra work to do to adjust their dividends before you prepare taxes.A A A portion of the Qualcomm (QCOM) dividends from both 2016 and 2017 has been reclassified as a "non-dividend" distribution.A This ...
4 messages
Adjusting cost basis
I have tried to adjust our cost basis on a stock we sold in July, but have not been able to do so. I think I have followed the instructions, but when I click on the cost basis that is shown, nothing happens.
2 messages
CTSH and Folio Investing
Just a heads up for those of you that use Folio Investing as a brokerage and also received a distribution from Cognizant (CTSH), in August. This came through in the Folio AccountSync data feed as a Return of capital and was then entered by AccountSync ...
4 messages
Change Request
Since we are talking about changes to bivio in another thread I'd like to add a request. Every month when I do reports for the club, I have to select Reports to log out of bivio. I'd like to see Logout on the reports pages ...
27 messages
Change Request
Linda, Miss seeing you but hope we can meet at BINC this year. Yes, we are still traveling. We are wintering in S. Florida about 90 miles NE of Miami and 80 miles East of Ft Myers in the center of the state. There is ...
1 message
taxes
We have received our 1099 from TD Ameritrade, but do not see the 6 steps necessary to do the taxes. When do you expect to have that available? Amy Carlson
2 messages
K-1
We filed a partial year return for 2017 in November after disbanding in August. Now some of the members are looking for their K-1. I don't see a link from the Taxes tab to get in there to our completed 1065. Your help is appreciated! ...
2 messages
OLD MAN AND A BUCKET OF SHRIMP
 Thank you for sharing. Original Message From: Dick Lewis via bivio.com To: "Undisclosed-Recipient:;"@apa10.bivio.biz Sent: Thursday, February 01, 2018 3:58 PM Subject: [club_cafe] Fw: OLD MAN AND A BUCKET OF SHRIMP Subject: OLD MAN AND A BUCKET OF SHRIMP Old Man and a Bucket of ...
6 messages
Mobile App
Wow! Thank you all for the feedback and suggestions. We really do appreciate them. I thought I would address Jack and Kenneth's requests here, just to talk about the trade offs in designing software, especially a complex and collaborative "app" like bivio.com . Jack, we ...
6 messages