Our club was formerly with TDA and transitioned to Schwab in May. I began trying to process a transfer of stock to a withdrawing member, using her broker (who is a Schwab broker) to process the transfer. As everyone else has reported, this is not ...
It's ready!! bivio offers e-filing for your club's 2023 federal tax return and now also for California and Colorado state returns. E-filing is quick, easy, secure, and already included with your bivio subscription. The bivio 2023 tax software gives you the option to e-file your ...
We have received both of the 1099 from TDA and Schwab. Schwab has not separated the quarterly dividends like bivio and tda. If the company has changed the Qualified dividend to non qualified, how do we find out this information if the Schwab 1099 doesn't ...
Haven't received my TD 1099, only my Schwab, so haven't tried to run taxes yet. But how will I handle 2 sets of numbers. Will I be adding them to enter 1 number? The tax presentation did not touch on what will be different for ...
We got 1099s from both TD Ameritrade for earlier in 2023 and the year end 2023 from Schwab. I am noticing significant discrepancy in Cost Basis with what is showing on LTCG for Schwab vs Bivio. The Schwab 1099 just came out this week. Has ...
Our club is investigating brokerages, because we will be changing from Schwab. I found on a search that Siebert is friendly toward investment clubs, and BetterInvesting had partnered with Siebert at one time. Do any of your clubs use Siebert? Would you recommend the firm? ...
Hi, Every corporation that is incorporated, registered, or doing business in California must pay the $800 minimum franchise tax. Can I efile the club's taxes on Bivio for both Federal and for State. I know that payment can be paid online. Thanks Ana
Hello Any clubs in California obtained a Fictitious business name statement? This is one of the required documents needed to open a bank account. We cannot access any of our money in Charles Schwab because they don't allow third party payments via checks and they ...
Hi everyone! Register now and join us for the bivio How To Prepare Your Investment Club Taxes webinar on Tuesday, Feb. 13, 2024 at 8:00 PM Eastern Time. Here's the link: https://www.bivio.com/club_cafe You'll see how easy it is to use bivio to e-file your club's ...
May I suggest you set some members as authorized to view only? This way, their name is on the list but they can only view, not trade, not transfer money. Let us know if this works. Our club is scheduled to migrate to Schwab in ...
Has anyone successfully transferred stock from their investment club account to a club partner that is withdrawing? Our brokerage account is currently at Schwab , previously Ameritrade. We completed the transfer forms as instructed initially by Schwab , only to be informed by Schwab after ...
Many of you are aware that we've held a stock selection content, our Groundhog Challenge, for the last seventeen years.A Entries are welcomed from individuals and groups (clubs). Congratulations to this year's group winner, Orange County Model Club (California) who are champions for the second ...