We just finished our club taxes . Just a few questions 1. should we consider E filing our federal taxes (1065) . Do clubs have that option ? 2. Is it an option to e file our state taxes ( NY )?. 3. Do we ...
Our club is considering two investmetns that we want to be sure will not cause tax issues with our use of bivio software. could you tell me if REMX or GDXJ would cause a problem for us? Thanks.
Hi Everyone, Does your club buy stocks or manage a portfolio? Is "When should we sell?", a big question in your investment club, like it is in many clubs? Learning more about portfolio management is a way to help you get an answer to that ...
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Speaking of state taxes The Colorado tax prep program is now available for anyone who needs it. -- Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio Follow us on twitter! www.twitter.com/bivio
Hello, Here is the situation: * The club has both New York and New Jersey members. * New York address was used to obtain TAX Id and for all investment purposes. Question: Is the club required to file both * New York (IT-204 Partnership Return ...
Hello, I know I am asking alot of questions here, but it's tax time, and things must be correct! 1. In 2010, our club paid $80 for bond insurance for our club portfolio, from our brokerage cash account. In reviewing the transaction, I handled it ...
Hello, Our Club signed up for a Club BetterInvesting Membership. As part of that process, two individual members also joined and the membership dues were paid through the Club account at the same time as the Club membership. THe individual members paid for their own ...
Thank you, I ran the reports and it does group a few together, but I basically had to go through and add them all up. Is there a different heading I could list the fees under so they show up on Bivio? Like Misc Income, ...
In years' past when running the tax report, it was a simple process. This year, I'm getting "Your club contains unidentified AccountSync transactions." and must now assign my brokerage deposits to our member payments. Up to now, I would record each member's payment under the ...
Hello All, My question is over the last three years I have entered "late" fees into Bivio per our Bylaws. There entered as fees. I am wanting to know if there is a report I can use to see the total fees collected, as we ...
We paid foreign taxes on two of our mutual funds. I've asked the broker what country they were paid to and was told that the IRS doesn't need to know the country anymore, but I can't get past that question in the tax interview to ...
Hello all, I am trying to get a report in Bivio of "late" fees, which have always been entered as fees. The club then uses this money to pay for misc expenses or club subscriptions ect. Is there anywhere I can get a total for ...
Just a reminder that the Manifest Investing Challenge Club is meeting online tonight at 8:30PM EST. There's lots to talk about including a discussion about selling JNJ, and purchasing ABT and BRLI. There's also a suggestion to take a look at AMAT, CTRP, BIDU, TTM ...
Afternoon, Back on April 30th 2010 our club received a Dividend and also a cash liquidation of 2 cents from Garmin LTD. Should I have put this 2 cents underneath Misc income?? The statement from TD does not show the 2 cents underneath the Dividends ...