Merck spin off of Organon (OGN)
Last week Merck spun off OGN. I see the shares in our brokerage account but bivio does not show it. So what are the steps I need to do manually to get the brokerage and bivio to match. Thanks Kevin Gillogly
3 messages
Tax Return
I need to reprint our club's 2020 tax return but I can't find it in bivio. Where would it be?
4 messages
Reorg/Cost Basis Update FLIR merger with TDY
Hi All, I thought I'd start giving you a heads up on reorganizations which affect cost basis.A If your club owned the stock affected,A you'll want to check the cost basis of your new shares against what your broker shows to make sure you don't ...
2 messages
Uninvested Cash
At a recent club meeting, the topic of what to do with uninvested cash came up. In particular, members were concerned that our uninvested cash was not earning anything giving the current low interest rates. Most of club's assets are indeed invested in stocks but ...
16 messages
Our club has been having our meetings through ZOOM since November and one of the members have been the one to subscribe to ZOOM and has been paying for it. We are now going back to live meetings and need to know if the club ...
3 messages
Capital Loss/Gain report
We sold all our lots of GW Pharmaceuticals. When I placed the transaction I didn't realize they were being acquired by Jazz. (not sure if that plays in this or not) Our total Capital Gains/Loss do not match with Bivio & TD Ameritrade. I don't ...
2 messages
Late payments
How does your club handle late member payments? Kim Potter BI Brighton
18 messages
Synching Tax Lots from TDAmeritrads
Dear fellow investors, We are new to Bivio. How do we set Bivio to synch up with the Tax Lot selection made from TDAmeritrade. To avoid the wash sale rule or to reduce our tax consequences, we do pick specific lot we prefer. Bivio doesn't ...
5 messages
Qualified Dividend
Our club purchased ADP on 3/5/2021 and received a qualified dividend on 4/1/21. This doesn't meet the holding period for a dividend to be classified as qualified. Can someone enlighten me on why this might be right or wrong? Thanks - scott
11 messages
We have moved from Folio to Fidelity. One of our members is having trouble setting up payments to our club account. She can't use Bill Pay from her credit union because they charge unless the member uses it 3 times a month. Anyone else have ...
4 messages
Stock report
Is anyone using a 1 page worksheet/form to give stock reports? Looking for something easy, condensed , so all members are giving same info. Thanks.
3 messages
Wisconsin Clubs
Question - Wisconsin requires clubs to submit their tax returns (Form 3 and Schedule 3K-1) electronically. The only way I have found to submit these is using 3rd party vendors - nothing we can do ourselves. WI does not even allow us to deduct the ...
5 messages
Simple / Silly Question
I have the taxes done. All set. However I have a withdrawn member. I am both the Treasurer and the Administrator. I seem to be able to see just my K-1. Is there a way to see the others K-1s or do I just copy ...
5 messages
Worth it to file in delaware
An investment club with residents of new york and california are looking to file an llc. are there any real reasons to file in delaware?
2 messages
Withdrawing member
could this methodA be applied to a member simply withdrawing part of their investment? Virus-free.
6 messages