Is the dividend for VFINX considered "Qualified"? It was my belief that it is not a qualified dividend. On our Consolidated 1099 TDA includes the VFINX dividend as "qualified". What's the scoop? Bob Hooper New Pueblo Investment Club Tucson, AZ
Afternoon, After printed out our 2009 tax reports, I noticed that I have only one withdrawal report which I should have three for the tzx year 2009. When i go to reports there is one there but does not look like the one that printed ...
Just a reminder that the ManifestInvesting Challenge Club is meeting online tonight at 8PM. All are welcome to join in. Register at www.bivio.com/club_cafe Tonights agenda will include: 1. Treasurer's Report (Laurie Frederiksen) Cash-on-hand is: Combined: $7035.55 2. Dashboard Status View the current dashboards at www.bivio.com/challengeclub. ...
Individuals or Estates Owning 50% or More of the Partnership (Form 1065, Schedule B, Question 3b) I believe there is a problem. The federal form has 7 lines and the program filled in 7 member's data but did not create an attachment for everyone else. ...
I am our club's treasurer for the last several years, but I am new to Bivio. We just switched from iClub in late 2009 based on Bivio's support for Options. We only do Covered Calls. My question is: Where is the Withdrawal Report for those ...
We have previously announced that the Disney/Marvel acquisition was completed on 12/31/09, and thus should be recorded in 2009. The brokers are reporting this in 2010. This can make a difference because this transaction may be taxable, depending on the circumstances. I have a request ...
Morning, I noticed on our Dec 2009 TDAmeritrade statement that we were charged $2.20 due to a cash dividend Adr Service fee? Just want to make sure that I put this under the correct charge place.
I can view my K 1 with no problem. But as an administrator I should be able to view any partner's K 1 with out downloading the whole return. Does anyone know if this can be done?
In the webinar presentation the audit worksheet was referenced as being available at the Club Cafe afterward. I am unable to locate it, can someone help? Thanks Bill Harvey
I know bivio shows the Annualized Internal Rate of Return, which is the current price vs the cost basis (plus dividends?) divided by total years we have held the stock, right? Well, where do we see the $ gain? I would like to compare in ...