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Tax Program Status
Hi all, The bivio tax programs for preparing Federal, CO, PA, CA and NJ tax forms are now available for you to use if you go to Accounting>Taxes. There are six steps to doing your taxes.A They all need to be completed to produce correct ...
8 messages
K-1 address to use for deceased member
What would be the appropriate address to use on the K-1 of our deceased member for the IRS: her last known address or the executor of her will?
2 messages
Member made partial withdrawal in 2017
One of our members made a partial withdrawal in 2017. I have the withdrawal report from Bivio and have attached the report to this message. How do I figure out how much capital gain she had? Is it the profit number at the bottom of ...
6 messages
Federal Tax Return Filing Address Changes
IRS tax filing addresses for federal investment club returns have changed for this year for clubs in some states.A Make sure you check the instructions shown here: Filing Addresses and send your investment club Federal return to the right place. It is also printed an ...
1 message
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