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Printing 1065
What was the easiest/most efficient way to get the taxes printed? Email to self as attachment or put on Zip drive and take with to UPS, Office Depot, etc? Still waiting for amended 1099 from AirLease, but want to do it quickly after I finish ...
6 messages
Life after Laurie
Does anyone know who is taking over after Laurie - We are waiting for a transaction to be corrected by Bivio that is showing a large overstating of the clubs profits for 2021 and cannot file the accounts yet
2 messages
Retirement
Laurie, Congratulations one your well deserved retirement!A Appreciate all your help through the years We will miss you! Wishing you the very best in your retirement as you start the nextA chapter of your life! Warm regards RomaA Cherry Tree Investing Group
1 message
CPAR OPT OUT
I'm pretty sure it is in the interview. We also filed for an extension and we did opt out. Do you have any members that are a trust? I think that excludes you from opting out. On April 3, 2022, at 8:19 PM, "Pamela Harris ...
4 messages
CPAR OPT OUT
Is there any reason why the option to opt out of CPAR would not appear in the partnership tax interview steps in Bivio? My club meets the criteria, but we did file for an extension. I'm wondering if that is why I am not seeing ...
1 message
Valuation date
Our club is disbanding. Can the valuation date be the same day I process the withdrawals? If it is the same day, I know everything will balance. I know if the valuation date is the day before the withdrawals, then the value will change (from ...
5 messages
It's TIme
Laurie: Congratulations!! and best of everything to you in retirement. You have been invaluable to our club. As its treasurer, you were always there to answer questions for me, walk me through the unknown and fix problems. I have witnessed your patience, understanding, and helpfulness ...
1 message
Network Restored
The network has been restored. bivio.com is fully operational. No data was lost. You can read our colocation provider'sA page to learn more about the network problem: https://www.facebook.com/FrontRangeInternetInc/ While the network situation was out of our control, we could have done better. Here is a ...
5 messages
It's Time
Hi Laurie, You certainly will be missed by everyone bivio. You have been a great help with both the clubs I belong to. So professional and knowledgeable and always willing to share your expertise and very gracious and kindly. Enjoy you retirement to the utmost ...
6 messages
Network issues
An upstream network provider has been having issues so the connectivity was unreliable yesterday and early this morning. We apologize for the inconvenience this may have caused. I was thrilled to see so many thank-you/congratulation/you-are-our-savior emails get through to Laurie despite the outages. She deserves ...
4 messages
It's TIme
Say it isn't so! You have been a tremendous help to me and I'm sure many others. Enjoy your retirement. On March 31, 2022, at 2:20 PM, Laurie Frederiksen <laurie@bivio.biz> wrote: A little over 14 years ago, I started working for bivio.A Today I am ...
1 message
It's TIme
Laurie, we will miss you. You have been so helpful ☺ I hope your retirement is everything you want it to be . I have so appreciated your professionalism especially these past months . Susie Reather Quest for Gains Club. Sent from my Galaxy Original ...
1 message
K1 with box 16 checked but do not have Foreign Income - TurboTax
The K1 has RIC income from a REIT and RIC is one of the pull down choices instead of a country source for the income when entering K3 information. TurboTax issues a Smart Check error that there are no foreign transations. Any suggestions on how ...
4 messages
Is Return Receipt Required/Recommended?
I am mailing my Federal and GA State tax returns tomorrow. I have requested an extension. Do I need to send certified mail, receipt requested? Larry Reno Good judgement comes from experience. Experience comes from bad judgement--Mark Twain Stay positive Test negative!!
8 messages
Turbo Tax and K-3's
Hi All, We are not Turbo Tax experts,A but we have been getting a lot of questions on how to enter the K-3 information into Turbo Tax.A Up until yesterday,A they did not have that functionality working. Happy to report that it is working now ...
8 messages