Take off that Dow All-Time High party hat and get back to work. Weekly study stocks: $ AVAV $ UNH $ AET $ QSII http://expectingalpha.com/2013/03/11/value-line-low-total-return-screen-3152013/ Mark Robertson Manifest Investing Blog: http://expectingalpha.com
Hi, we have a member who is withdrawing who has not paid into our club since april 2010. To calculate her valuation do we use this date (apr) or do we use the valuation as of the date of her withdrawal (dec 2012). Please advise!
Hello, My apologies if this has already been asked and answered, but I am taking the tax interview and I see a question that I do not remember from past years. It reads: Did the partnership file Form 8893 for partnership-level tax treatment? The box ...
There is some confusion about the adjustment entries you can make when you work through the Schedule D review form. When your broker reports a cost basis in a 1099 "covered" category you need to make sure that the amount in the cost basis column ...
BIVIO uses FIFO when selling mutual funds. Our brokers uses average cost method for mutual fund sales. A lot of mail here says "need to make an adjustment in BIVIO" to match broker. Is there a help page that shows how to make adjustments? OR ...
Capital gains and losses are front and center this tax season with the new reporting requirements. Here's some basic facts every investor should know from our friends at the IRS: 10 Facts About Capital Gains and Losses Laurie Frederiksen Invest with your friends! www.bivio.com Become ...
The recording of the webinar we recently did on Getting Ready for Tax Season 2012 is now posted. You can find it posted at www.bivio.com/clubmm or on YouTube at http://youtu.be/qtPG0XPaZ5g Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio Follow us on ...
The tax program has been adjusted so that it will now report information from cash plus stock mergers such as MHS-ESRX and CHSI-CTRX correctly on the new form 8949. If your club owned a stock which went through such a merger, use the Schedule D ...
For those who would like to learn how to do their club taxes for this year or would like to learn how to handle the new Schedule D review form, the recording of our recent webinar on preparing your investment club taxes is now posted ...