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taxes
our club had a long term capital loss this year. when trying to do my taxes i get a message error on HR block software that states that i cannot e-file when my K1 has a 0 on three lines which we do with the ...
2 messages
how to reconcile a $400 error on bivio
Laurie, I'm hoping you can provide some direction for our club regarding reconciliation of accounting errors. Several months ago our 4 year old club discovered that our bivio balance vs our scottrade balance no longer agree. Specifically, our bivio balance is $400.00 less than our ...
2 messages
Account Interest
We just started a new club and all of the members have made contributions to the account. The money is in a interest account until we decide on what to purchase. The interest account has a gain of 01 cent for the total amount of ...
2 messages
Accounting for class action settlement
We have received a check for a class action settlement on a stock that we sold for losses in 2007 and 2009. I do not see a way to enter this money into Bivio for appropriate tax handing. Anyone know how to do it?
3 messages
Alcon Novartis Merger
Hello Everyone, All of those of you who had shares of Alcon which was merged with Novartis last year were involved in a very complicated transaction. It was a cash plus stock merger and it was made more complicated because it was between foreign companies. ...
1 message
Tax Related Question
On the NJ return you do not submit any K-1s to the state. The K-1 information is included in the Partners Directory. You must include all partners regardless of where they are resident. All partners must receive a copy of their NJK-1 regardless of where ...
4 messages
Personal *******Re: [club_cafe] Hot Off the Press!
Rip is right. My error. That's what happens when you rely on faulty memory. Ira Smilovitz In a message dated 2/27/2012 10:29:14 P.M. Eastern Standard Time, ripwest@comcast.net writes: Ira, I always thought that you had to file a MO partnership return if you had a ...
1 message
K-1 access
Why is it that you can't tag one email address to multiple accounts to being them online? For example, if you are a parent who has children who are also in the club, you need to access their K-1 as well, but if you don't ...
2 messages
same member
I have written this request before and just learned tonight that one of our members still has not successfully gotten online with Bivio.com. she enters her id, then it asks for a password and she puts it in and the box goes blank, then pops ...
3 messages
Hot Off the Press!
Missouri doesn't require you to file unless your club is registered in MO. Ira Smilovitz In a message dated 2/22/2012 11:59:55 A.M. Eastern Standard Time, kayack@swbell.net writes: Do you know how hard it would be to do the Missouri state tax? We have someone from ...
4 messages
club cafe questions
How do we stop getting questions sent to our emails? Thank You John Bilello
2 messages
Reconciling timing of partner's full cash withdrawal across tax years
We gave a partner a full withdrawal check in Dec 2011 but she did not cash it until Jan 2012. Hence, Bivio shows the cash level is lower than our brokerage statement. How do we reconcile this for our 2011 tax filing? Or, does this ...
3 messages
reconciling accounting errors in bivio
I'm hoping you can provide some direction for our club regarding reconciliation of accounting errors. Several months ago our 4 year old club discovered that our bivio balance vs our scottrade balance no longer agree. Specifically, our bivio balance is $400.00 less than our actual ...
3 messages
When a Dividend is Not a Dividend
As some of you receive your 1099 forms, you are finding that what you thought were dividends you received during the year, have been reclassified. For example, if you hold Frontier Communications (FTR), more than 70% of what you received as been reclassified as a ...
1 message
Access for Withdrawn member
We had a member withdraw during 2011 and it shows Withdrawn on his member page. Will he still have access to our bivio tax return so he can download his K-1?
5 messages