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change of ss# after filing A member just notifited me after I'd filed our return that his social security number was incorrect. Must the club file an amended return? Mary (MICKEY) Frances Riemondy 6 messages
Taxes We have discovered that a new member filed her taxes before receiving her K-1. Do you know what she needs to do about it? (Her K-1 is now ready.) Alyce Johnson 5 messages
Withdrawing member 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! NICOLE MOORE 2 messages
State filing in Nevada? Does anyone know if you need to file a state return for clubs established in Nevada? Thanks for your help! Scott Reina Scott Reina 2 messages
Tax question; Form 8893 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 ... Ellen Shershow 2 messages
Include copy of 1099 from TDAmeritrade with 1065 to IRS??? Do we include a copy of the Form 1099 from TDAmeritrade with our 1065? Thanks! James O Gornto, Jr. 3 messages
Adjustment Entries on the Schedule D Review Form 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 ... Laurie Frederiksen 3 messages
10 Facts About Capital Gains and Losses 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 ... Laurie Frederiksen 1 message
how to make adjustments in BIVIO to match 1099 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 ... Linda Mortimore 2 messages
Cash Plus Stock Merger Reporting on Your Taxes 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 ... Laurie Frederiksen 1 message
Shopping On The Top Shelf (Highest Quality) Highest Quality Companies, On Sale? http://expectingalpha.com/2013/03/05/view-from-the-top-shelf/ Coach (COH) Cognizant Technology (CTSH) Mesa Labs (MLAB) SolarWinds (SWI) Mark Robertson http://www.manifestinvesting.com Blog: expectingalpha.com Mark Robertson 1 message
Recording of Tax Webinar Now Posted 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 ... Laurie Frederiksen 1 message
Nondividend distribution for AWI I received an amended tax form from TD Ameritrade that changed our 145.35 4/10/12 dividend from Armstrong World Industries, Inc (AWI) to 43.95 being a qualified dividend and the rest, 101.40 as a nondividend distribution. I do not know what distribution type to choose. Can ... Barbara L. Amick 4 messages
Teva - Qualified Dividends? Our broker has indicated that these dividends are qualified. How do I know for sure? Ann M O'Neill 6 messages
Interest received from Broker on a money market acct. Interest received from a Broker should it stay in Interest or should it be posted in Dividend, I know a read a article on it out here on Bivio but I can't find it again. Thanks again for all you help. Georgine Gubbins Georgine B. Gubbins 5 messages