Hi - I looked thru several archive articles on Petty cash handling in Bivio but still have a question. My club uses nca v1.04. We use the petty cash to pay non-deductible expenses. Can we upload our files to Bivio as is? Or do we ...
Our dividend reinvestments considered a taxable event? I assume any cash-in-lieu is taxable, but is the part re-invested taxable? Hopefully the tax software on this site has the answer and I don't have to think about it!
We are a newer club, sold no stock, and the fee for Bivio, which is deductible is greater than our dividend income. We also had some broker fees (monthly fee at B&H) that are probably also deductible. So far we are a truly non profit ...
Also if a campany charges a fee to have dividends reinvested on your behave, this is also considered income to your group. As mentioned by Ira, this information will be on the 1099-DIV form and if you enter the transaction correctly, bivio and the tax ...
How do I handle the $59.00 Subscription fee to Bivio? Do I charge each member a fee or do I include this in their payment? Do I put this as an expense and what kind of expense? Thanks, Michael Hall BigTen Club of Indianapolis
I certainly don't have to worry about any gain this year, but we have done OK in years gone by. By using the Snapshot method of accounting, can the income be reported as all occurring in the last quarter of the year (as with mutual ...
if every member in my club has contributed equally, why would some have more units than others. am i doing something wrong. one member did withdraw from the club
I need to sign up & need someones club ID. I'll use the Id of the first one to reply. I'll use your ID as our referral. Next one to sign up use our club ID as your referral. Our club ID: emptypockets Thank you
Does anyone with their Investment Club account at BuyandHold know if you can deposit individual checks from each member directly into the brokerage account? Any assistance will be appreciated. Dan
I would like to turn off the account sync feature. Is there a way to do this-I am more comfortable entering the info myself. Thanks Bullschmidtt Investments
Hi - I just subscribed to Bivio on behalf of my club. I used a demo club I'd established previously as the upload area for our club NAIC data. When I try to change my email address, I get an error saying that the address ...
Webstreet merged (was bought by) E*Trade. How do I best handle this? My options, as I see it, are: 1. Change the Bivio account name from Webstreet to Etrade. This is easiest, but the broker transaction records show that securities and cash were transfered as ...
We started our club Jan 2001. We sold only one stock this year. Most members feel its a good idea to pay a CPA to do the taxes the first time. I don't like the idea of paying someone $250 for filling out a couple ...