What is the average fee charged a member who withdraws? I believe our club may hold the record, at 15%. I was not around for the chartering of this club and don't know how they hit upon that fee but i recently visited with a ...
I am the financial partner. I have been signing the "Preparer's signature" on the front page of the 1065 but have not put the information requested on the line below it because it indicates it is for a "Paid" preparer. i am not paid. also, ...
We have completed our taxes and distributed all to members. What address does one mail the Club tax form to. Is is Cincinnati we are ad Chicago area club
The 1065 form shows we had ordinary dividends of $93 but on the 1099 it shows ordinary dividends of $96. It also shows federal tax withheld of $3 so the difference would equal the $93 showing up on the 1065. Am I thinking about that ...
THis question may be answered in the tax webinar, but here goes: OUr investment club is very new, we began in July, 2009 and bought our first stocks in late August of 2009. Therefor, we have made very little money. TD Ameritrade (our broker) says ...
Thank you, I will share this with our members. Marilyn hutson PFP On Feb 19, 2010, at 9:37 AM, "Laurie Frederiksen" < laurie@bivio.biz > wrote: Hello Everyone, FYI, here is a very nice, brief overview of Capital Gains and Losses provided by the IRS. As ...
Hello Everyone, FYI, here is a very nice, brief overview of Capital Gains and Losses provided by the IRS. As a member of an investment club, you will be dealing with these in two ways. Each year, as your club sells stocks, your portion of ...
Laurie Frederiksen <laurie@bivio.biz> wrote: >Hi Ellen, > > > >I'm glad to hear you are trying to do an audit for your club. > > > >I'll be glad to call you sometime tomorrow. Just email support@bivio.com and let me > >know your phone number ...
i sure have learned a lot in a few days. we have 2 more small items to deal with and then we will be finished with taxes. our club has been in existence for at least 25 years, keeping records manually until around 1995. we ...
i sure have learned a lot in a few days. we have 2 more small items to deal with and then we will be finished with taxes. our club has been in existence for at least 25 years, keeping records manually until around 1995. we ...
i sure have learned a lot in a few days. we have 2 more small items to deal with and then we will be finished with taxes. our club has been in existence for at least 25 years, keeping records manually until around 1995. we ...
i sure have learned a lot in a few days. we have 2 more small items to deal with and then we will be finished with taxes. our club has been in existence for at least 25 years, keeping records manually until around 1995. we ...
We have disolved our partnership and I'm not sure how to report this on my tax return. It seems like it will be on Schedule D, as sale of investment property. Is that correct?