our club has scottrade. i am participating in the 3 month trial of bivio. I thought I had an interactive relationship set up between my computer and bivio and scottrade but the stryker dividend didn't show up on my bivio reports. i had to manually ...
I don't get any response. I cannot find a quick way to look over past transactions. is there a quick click to a list of chronological transactions? the glossary mentions a friendly print button but i don't find one. my reports require cutting and pasting ...
There is currently a spirited discussion in the BI Treasurer's Forum regarding problems that exist when various multiple transactions are made on the same day. It seems these transactions cause the software to "choke" and not give an accurate accounting for unit changes. The following ...
In a message dated 2/7/2007 5:59:47 P.M. Eastern Standard Time, amigos4@bivio.com writes: Bivio newbie needs help! I'm afraid I'm still confused regarding the difference between the "Dividend" and "Qualified Dividend" columns on the bivio "Member Tax Allocations" Report for tax year 2006. It is my ...
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 2/7/2007 9:07:14 P.M. Eastern Standard Time, kcmui@bivio.com writes: But according to this GIL - general information letter that I found in the ILL DEPT OF REVENUE website. http://www.revenue.state.il.us/legalinformation/letter/rulings/it/1997/ig970034.pdf It is a long ruling, but it simply states that if a Federal ...
The CA State Tax stuff has not populated on our club site, and I know I've got CA listed as our state. All my Federal tax forms are done, easily, I might add. Is it because we are on a free trial subscription?
Bivio newbie needs help! I'm afraid I'm still confused regarding the difference between the "Dividend" and "Qualified Dividend" columns on the bivio "Member Tax Allocations" Report for tax year 2006. It is my understanding that "Qualified Dividends" are those dividends which qualify for capital gains ...
In a message dated 2/8/2007 9:56:17 A.M. Eastern Standard Time, mbsohio@bivio.com writes: Hi- We have a member that needs to withdraw about 80% of his holdings in our club. We will need to sell one of our holdings in order to generate enough cash to ...
Hi- We have a member that needs to withdraw about 80% of his holdings in our club. We will need to sell one of our holdings in order to generate enough cash to pay him off. How do I enter this transaction into our books? ...
When attempting to generate 2007 K-1's it says they will be available in Early February. Now that we are approaching Mid February, is there any update on when the K-1's might be available?
In a message dated 2/10/2007 4:52:28 P.M. Eastern Standard Time, treno@bivio.com writes: When attempting to generate 2007 K-1's it says they will be available in Early February. Now that we are approaching Mid February, is there any update on when the K-1's might be available? ...
On the 1065 Form, page 2, under Schedule B, question 11. What distribution of property is being referred to? We had a member withdraw from our club in 2006 is that why the "Yes" box has been checked? Just trying to understand how this all ...
Rob, in response to your comments regarding future plans to add more states to your list of returns, do you anticipate an additional increase in subscription price for the 2007 tax year? Or, will the additional state forms be included in the $99 subscription fee? ...