We recently reinvested a dividend for CNI. The dividend purchased an additional .136 shares. Although the broker did not charge a commission for the reinvested amount, a $.03 commission fee appears on our bivio transaction ledger. Where did the $.03 fee come from (if not ...
I read somewhere in this forum that the state of Illinois does not require partnerships of investment club to file the IL-1065. Is this still true for the current 2006 year return ?? Any help in this will be appreciated.
In a message dated 2/1/2007 1:25:07 P.M. Eastern Standard Time, kcmui@bivio.com writes: I read somewhere in this forum that the state of Illinois does not require partnerships of investment club to file the IL-1065. Is this still true for the current 2006 year return ?? ...
In a message dated 2/1/2007 1:36:53 P.M. Eastern Standard Time, mike_carroll@bivio.com writes: Gene & others, Ok, this is sounding like it's not as complicated as I thought, provided the broker will cooperate. I see that bivio would let me record, when a member withdraws, that ...
I have completed the Tax Q & A and tried to download the file but keep getting an error message saying that the file is not repairable. I am able to download the K-1 instructions and print them so it doesn't seem to be a ...
In a message dated 2/1/2007 7:03:35 P.M. Eastern Standard Time, derricott@bivio.com writes: I have completed the Tax Q & A and tried to download the file but keep getting an error message saying that the file is not repairable. I am able to download the ...
Our club owns shares of AmBev (ABV) and (ABV+C). For some reason Ameritrade is calling one of the dividend payments for 2006 a Long Term Capital Gain. I checked dividend history on Ambev's website, and it doesn't show a LTCG for that date. Instead, it ...
In a message dated 2/2/2007 1:03:30 P.M. Eastern Standard Time, dthorne@bivio.com writes: Is it even possible for a common or preferred stock to have a LTCG Distribution???? It's possible. A distribution classified as Return of Capital becomes a capital gain distribution when that distribution is ...
We had equal stock distribution to all members so I used partial withdrawal method. This worked well but it required to much work. Instead of selecting one member at a time and going through 9 steps for each member to record transfer why not have ...
In a message dated 2/3/2007 6:42:00 A.M. Eastern Standard Time, dthorne@bivio.com writes: I believe that Ameritrade is in error, and my 1099 is incorrect. But Ameritrade is unwilling to make the correction. Which leaves me no other choice but to change my records to reflect ...
I sent a help request to Bivio Support yesterday and received no acknowledgment that I sent it and no reply. Today I can't get the send button to send the message on the Support page. My dividend amount is wrong on my taxes but right ...
I have been attempting to do my clubs taxes, and everything was going well, till I clicked on 'Download the Clubs Complete Federal Tax Document', and after waiting for the download, a notice finally appeared that said "The file is damaged & could not be ...
I AM A NEW ADMINISTRATOR AND IS TRYING TO DO THE TAX FORMS FOR THE MEMBERS. THE PREVIOUS ADMINISTRATOR DID NOT SHARE THE VALUATION DATE FOR MEMBERS WITH ME. HOW CAN I RETRIEVE THIS INFO?
In a message dated 2/3/2007 7:33:01 P.M. Eastern Standard Time, judy_p@bivio.com writes: I have been attempting to do my clubs taxes, and everything was going well, till I clicked on 'Download the Clubs Complete Federal Tax Document', and after waiting for the download, a notice ...