Corrected 1099 received
Our broker provided a 2021 corrected 1099 in September 2022. It decreased the reported Total Ordinary Dividends (Line 1a) & Qualified Dividends (Line 1b) by the same amount and increased the Non Dividend Distributions (Line 3) by that amount. Does the bivio software allow us ...
1 message
Record Keeping
I have a box of Investment Club Records from 2006-2017. The Club disbanded and filed it's last tax return in 2017. How many years do I need to keep the Audit and Tax forms? Thanks for your help!
4 messages
Annual request for Bivio to add features
This is my annual request for Bivio to add features: - Monthly report showing the dollar amount and percentage change of each stock (the single-most requested feature from our club's members for the last ten years) - More detailed reporting with more options - Rather ...
40 messages
Scared of market - how to respond
I have a friend who is freaking out about her losses in her investment accounts. She "saved" $15,000 into her accounts this year but the value has gone down by more than $40,000. She's lamenting about her "lost" money and all the things she could ...
7 messages
Tax rules around partner withdrawal
Starting this as a separate thread and directing to Ira with an ask to help educate me on this. The topic of "give them unappreciated shares" vs "sell when we don't want to have a gain" comes up often here. I do not understand how ...
8 messages
Paying a withdrawing partner
I am faced with paying a partner for a full withdrawal and wonder how others interpret our partnership agreement. We haven't faced a full withdrawal that is done in cash before so it's new territory for us. The agreement we use states: ..when payment is ...
21 messages
foreign companies
Do any clubs own AEM? Our club did not intend to own any foreign A stocks but has this as a result of a buyout. What issues will I be looking at end of year as a treasurer? Thanks, Mary D. Sent from Mail for ...
3 messages
AccountSync Schwab
Any update on AccountSync for Schwab?
28 messages
Hello Club Cafe! I'd like to introduce myself -- my name is Justin Schell and I'm a software engineer with over 15 years of experience working on complex applications, such as the one at . In fact, several of those years have been spent ...
19 messages
Bank of the Ozark Settlement
Fellow Treasurers, I recently received a letter concerning the settlement and allocation some fees concerning Bank of the Ozark (OZK). Here is a new article from Arkansas on the settlement. Our club owned OZK for just over a year (from spring of 2017 to ...
4 messages
bivio Support
Is there another email that I can use to reach bivio support? I used to contact Laurie through but I haven't received any communication back from that email since last Friday. Thanks for any help!
3 messages
Save $100+ on your Bivio subscription
Hi Everyone, We have doubled the amount we pay you for club referrals. Now you can earn a $100 credit on your next Bivio subscription for each club you refer to Bivio. Please visit our Bivio Bucks page to learn more about how you can ...
6 messages
Expense Recording in Bivio
I had always thought expenses are recorded by reducing the number of units in each member's account. However, when taking a closer at our records, this does not appear to be the case. Whenever we've entered an expense, it appears that the overall unit value ...
4 messages
2021 Massachusetts partnership return
Does anyone out there know how to e-file the Massachusetts partnership return for 2021? I have been trying to get an answer from the state for months and then quickly running out of time
5 messages
Disbanding Payout or Stock
We are going to disband soon. Can some members take stock only and some take their cash value? Or does everyone have to do the same thing when we close the club? If you know for sure please let me know!
4 messages