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What's Wrong With Finance
For those who don't ready Morgan Housel yet,A I'd highly recommend his writings.A Here's his latest: What's Wrong With Finance I think a lot of us are in investment clubs because we don't want to depend on those who benefit when we trade versus when ...
6 messages
withdrawal report
You do not need to do anything with the withdrawal report aside from giving it to the member. Hopefully his tax preparer will know what to do with it. The k-1 for that member should have FINAL checked at the top and should show a ...
1 message
withdrawal report
So the withdrawal report is given to the member who has withdrawn along with the K-1 for taxes. Does the club need to do anything with the withdrawing member's withdrawal report in regard to taxes? The withdrawal report does not go to the IRS' correct?
1 message
2014 Combined 1099 lists payments from 2015
How do we account for payments dated in 2015 on the 1099 that are NOT in Bivio for 2014? This is for Digital Realty Trust and these are reported on the 2014 combined 1099 01/15/15 31.11 Nonqualified dividend 03 01/15/15 5.77 Long-term capital gain 03 ...
4 messages
Withdrawal Report
I ran the taxes for my club and the K-1s only show the cash-out amount for members who fully withdrew from the club last year, not their tax basis. Another club member told me to run a "Withdrawal Report" for them to use with their ...
8 messages
buying a front end load mutual fund
Our club wants to buy into the Invesco Equity and Income mutual fund. The initial investment is $1000 and there is a front end fee of 5% which works out to be $50. The price of the unit is $10.47. Can any one tell me ...
8 messages
Will you be officially announcing CA tax form availability?
HI, We see that the CA tax forms are posted. Do we need to wait for an official Bivio announcement? Laurie had asked us to wait for the announcement in a previous post. Thanks, Virginia Van Kuran Tower Investment Club Palo Alto, CA
8 messages
Family Clubs !
Club_Care-ers, I am a member of the OKI-TriState chapter of BI, and am building a Power Point presentation on family clubs. I would like to hear from you about your experiences - especially: How you convinced people to join your club Do members join BI? ...
1 message
Calculator for Massachusetts Form 3K-1 for Club Members
Hello, Bivio does not prepare Massachusetts Form 3K, the state partnership return, probably because our state requires a lot of information not easily extracted from the Federal K-1. We have built a spreadsheet which aids in calculating entries on the Massachusetts Form 3K-1 for club ...
2 messages
accidental name change on member list. Cannot find where to edit it.
Hi, You can edit a members information on your roster.A Go to Administration>Roster and click on their name.A That will open a form with their information entered.A You can click on any of the field labels to edit the information shown. Laurie Frederiksen Invest with ...
2 messages
accidental name change on member list. Cannot find where to edit it.
Need to change a name that was accidentally changed on a members account. How do I edit it. Windfall Investments
1 message
how to account for "gross proceeds"
I have an Undetermined Transaction for Lynas Corporation ADR (LYSDY) that our TDAM 1099 lists as "Gross proceeds". Does anyone know how to reconcile this in the bivio tax questionnaire? You all must be SO busy now. I wish you the best.
9 messages
Communication problem
Can someone please tell me what I am doing wrong. I have been sending questions to support@bivio.com and request for telephone calls without any response. As a last resort I sent a letter requesting a call and I am yet to hear from the Bivio ...
2 messages
California State Tax Program
Hello all, Contrary to popular belief,A California has not yet fallen into the ocean. However the powers that approve the tax forms we provide for you have apparently taken a clue from the movement of the Pacific plate "at approximately 46 millimeters per year (the ...
7 messages
Withdrawal paid with stock
Our club, Mt. Ararat, typically pays a withdrawing member with stock as discussed on this list a number of times. We did that again last June. The former member has asked a question about her cost basis that I cannot answer with any specificity. Can ...
4 messages