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A question about 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 ...
1 message
Broker 1099 and basis reported to IRS and wash sales
Dividend reinvestment definitely complicates the reporting in the investment club environment. If all shares were sold, the broker should add wash sales to the cost basis. Not all make this adjustment. You may need to email copy of 1099 to Bivio to alter entries. They ...
2 messages
Broker 1099 and basis reported to IRS and wash sales
On our broker 1099, they now report the basis to the IRS. I am having a hard time making my proceeds and cost basis match the 1099 report. I also have a number of items mark with a wash sale adjustment. The problem is that ...
1 message
Quests for Positive Returns
Can you please bring this up to date?A I think we have four positive periods: A April 2013-2014; A May 2013-2014; June 2013-2014; and July 2013-2014, so we should have one more yellow smiley face. A Thanks.
2 messages
CA Tax Form
Any news from the state of CA re the Tax Form? My members are getting restless. JoAnn
1 message
Dividend Reinvestment in ETFs
We finally received our 1099 from TDA. There is a $16 difference between "Total Ordinary Dividends" (Line 1a) and "Qualified Dividends" (Line 1b). I've traced the difference to the way I entered the dividend reinvestments for 2 of our ETFs (XLY and XLE). Apparently, a ...
2 messages
Perrigo PLC
Can bivio handle this?
2 messages
More Stock Picking Laughs
Anyone else relate to this?A I've had the experience of being a stock-picking genius a€‹ Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! A www.facebook.com/bivio Follow us on twitter!A A www.twitter.com/bivio Follow Us on Google+ Click here to A Subscribe A to ...
1 message
Missing Info on Broker's 2014 1099-B (Scottrade)
Hi Laurie, In 2014 we sold off all of our Coach Inc stock which was purchased in 2004 and 2005. During my audit it was noted by my audit team that the sale was listed on our 1099-B as a "noncovered tax lot" under Long-Term ...
3 messages
unable to print tax forms
After opening my tax forms in their PDF format, the "print" option under "File" comes up gray. I am unable to print. Tried right clicking but nothing comes up. Ideas?
3 messages
1099
Do not send the IRS the 1099. The brokerage house files documents with the IRS files which they use to match totals on the tax return. I am a tax preparer. Linda Wiltse Sent via the Samsung GALAXY S(R)4, an AT&T 4G LTE smartphone Original ...
2 messages
1099
I know it should seem obvious, but is it necessary to send the IRS our club's 1099? I thought they receive one as well. Should I include it in our mailing? Thanks! Johnny
1 message
Member AWOL
Greetings, Does anyone know how to handle a member who only paid two payments about two years ago and then disappeared. We would like to withdraw him, but have no place to send check. Any help is appreciated. Thanks! Johnny
7 messages
Dilbert
I suspect many of you will get a chuckle out of this: a€‹ Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! A www.facebook.com/bivio Follow us on twitter!A A www.twitter.com/bivio Follow Us on Google+ Click here to A Subscribe A to the Club ...
2 messages
ex-dividend dates and a lot more
During the tax interview, we confirm our dividend records, including the ex-dividend dates. Finding ex-dividend dates can take some digging. Yesterday, I couldn't find the dates on the TROW web site, so I emailed Investor Relations at TROW. Today a nice lady at TROW called ...
5 messages