[So things have settled into a routine for our club Treasurer and her assistant (me), thanks to many of your great help and patience. Bivio is pretty easy, without the special situations of withdrawals, brokerage mergers, etc!] What should we read to prepare ourselves for ...
I have seen several threads on duplicate payments, and I know I have them in my clubs record, but I can not figure out how to delete them. In the help section it says I can delete them by clicking on delete to the right, ...
I'd like to design my club's bivio site this year. I'd like to use one of the free open source website designs, but have never done this before. Have any of you? and would you care to share any comments? I like something like this: ...
I previously did accounting using Better Investing Club Accounting and usually ordered the federal and state tax software. Now that the federal comes with bivio, what forms/reports would I need to print to complete the Arizona state tax form? I am assuming you haven't added ...
We wanted to delete our petty cash account (El Dorado Savings) and when all the transactions were deleted and also the account name, it increased our other account (Scottrade) by a couple of thousand dollars. No where on this account is there any of the ...
I want to try the account sync feature before I pay for the subscription. I'm still in the trial period. I've just done our club's first transaction with the brokerage, and all information is filled about our brokerage account, etc. How do I import the ...
Jack's reply is accurate for most clubs. The exception would be for those clubs that have either US Government interest or federally non-taxable interest from sources outside of AZ. In either of those two situations, there are additional calculations required for the AZ 165 and ...
In a message dated 12/31/2007 6:40:21 P.M. Eastern Standard Time, ripwest@comcast.net writes: << Maybe we are talking about two different workshops. The one that is on the stockcentral site makes no mention of bivio. >> There is a redacted version of my workshop in the ...
None of the changes appear to affect partnerships. Ira Smilovitz In a message dated 1/2/2008 11:59:26 A.M. Eastern Standard Time, marciam2002@comcast.net writes: I received ALERT 12-07 from Maryland which lists changes in the corporate income tax law. I don't think it affects investment clubs, but ...
That is correct. Ira Smilovitz In a message dated 1/3/2008 12:49:38 P.M. Eastern Standard Time, jimt@bivio.com writes: It appears to me that Ira's original (complete) tax prep workshop is not available in PDF format. Is that correct? > However, the original version is still > ...
On the income statement report for the year, why is the amount of qualified dividends less than total dividends. It seems to me that all our dividends are qualifed. When the transaction downloads from our broker account, there is always a notation that says "qualified ...
You need to look at each of your dividend entries to confirm. The most likely explanation would be money market dividends. They are nonqualified. Ira Smilovitz In a message dated 01/07/08 12:47:11 P.M. Eastern Standard Time, ctrue@bivio.com writes: On the income statement report for the ...
Yes, you have to go through each dividend transaction and enter the EX_DIVIDEN In a message dated 01/07/08 1:04:37 P.M. Eastern Standard Time, ctrue@bivio.com writes: I was not talking about money market interest. Even the amount of dividends for individual stocks is different. I was ...
[sorry, sent before finished] Yes, you have to go through each transaction and enter the EX-DIVIDEND (not record) date. Fortunately, bivio can do this for you. When you go through the tax return interview, it will propose the ex-dividend date for each of your dividends. ...
As treasurer I sold all of our holdings as of 12/31/2007 - however the fractional shares sold on 1/2/2008. So - am I going to have to file another tax return for 2008 for those fractional shares? Roxie