Hello everyone, If you have any questions, here is a direct link to information about where to send your tax forms: https://www.bivio.com/site-help/bp/Investment_Club_Taxes_Filing_Address_Help For future reference, you can also find this link on our help page under t for Taxes. -- Laurie Frederiksen Invest with your ...
A quick search didn't turn up any corporate events that would have affected your holdings in CBD on 5/12/11, so I can't help you there. ADR fees are associated with receiving dividends on ADR holdings, not the purchase/sale of the shares. Ira Smilovitz In a ...
Hello Everyone, I hope you had a great weekend. As part of our collective quest for Positive Relative Returns, let me know if you'd like me to create a graph of your club's relative returns for you. Your relative return for a given time period ...
Last year I watched the acct. seminars in January but was unable to this year. Is there a site where I access the ones this past January to refresh my memory? Flo Primrose
ADR fees are deductible expenses. Cash liquidation is probably cash-in-lieu for fractional shares in a merger, but it could be something else. Could you provide specifics about that transaction? Ira Smilovitz In a message dated 2/3/2012 1:58:35 P.M. Eastern Standard Time, ldelmolino@comcast.net writes: In performing ...
In performing our year end club audit, I came across a couple of items that I'm not familiar with - they are very small amounts and I simply want to have a better understanding of what they are. One is an expense item labeled "ADR ...
Our club recently purchased Intel (INTC). However, its prices are not being updated automatically (i.e. I have to update it as "value unlisted"). I do know that we owned it a long time ago and I think I remember there is/was a bug related to ...
In the drp statements we receive there is a commission which is noted as paid by the company. When I have recorded the dividend I have not added that to the amount listed for the dividend, but the 1099 seems to have it added in. ...
Hi Everyone, To save on printing and paper, page 2 of your member K-1's is not included when you produce the total 1065 tax return that you will file for your club. It is the instruction sheet for the K-1 and it doesn't need to ...
IA investment clubs must file an IA-1065 return. Ira Smilovitz In a message dated 2/2/2012 10:00:39 A.M. Eastern Standard Time, jdniel@ncn.net writes: What is the law on Iowa State taxes. Does bivio do that. We have been filling them on our own.
how/where do I post each member's monthly contribution? If I post it in accounting, it is a duplication from the auto sync transfer from the bank. I want to make sure each member gets a full and proper accounting. Thanks
As long as your investment club doesn't invest in another partnership (LP, PTP), it doesn't have to file a VA-502 return. See the instructions for the form, http://www.tax.virginia.gov/taxforms/Business/Corporation%20and%20Pass-through%20Entity%20Tax%20Forms/2011/502Instr.pdf . Ira Smilovitz In a message dated 2/1/2012 6:48:41 P.M. Eastern Standard Time, gjenner1@cox.net writes: Do you ...
2011 Tax Program Released! The 2011 bivio Federal 1065 Partnership tax program has been released and is now available for your treasurer to use by going to Accounting>Taxes Just a reminder that we recommend you wait to file your investment club taxes and distribute K-1's ...