Hi, Just to be sure that I understand, I am assuming that this 'fee' did not appear on your December statement, but does appear on your January statement. Is that right. If so, I would enter the amount as a deductible expense as of 12/31/09. ...
Hello WISERETTES, I didn't know if any of you participated in the BIVIO webinar today, regarding doing a club audit. It was very good. An audit is something we really should be doing each year for prior year, before filing taxes. The audit needs to ...
We have a cash sweep to a money market account, that occasionally shows a dividend. When our 1099 from the broker arrived, it showed a "service fee" for the money market account on January 1. It states that this is a service fee charged for ...
I listened to your audit seminar today and have a question. I became treasurer 1 1/2 years ago. At that time, a few of our stock shares didn't match exactly with the bivio stock shares. I was told by the outgoing treasurer that the small ...
hi. I hope someone is working on correcting the issue of the missing Audit Form . i already had one printed from some previous event, but wrote all over it durignthe webinar. webinar very helpful extremely important to have the audit form down loadable. deannie
Would the Member Tax Allocation report give the amount of tax to report after the audit instead of waiting for the K-1 since that form isn't sent to the IRS anyhow? Carolyn Raftis MHB Investment Club
I'm a little confused about this bulletin It says below that there are free webinars this weekend (January 30 and 31st) to understand bivio taxes, but when I click the link it lists tac prep webinars in february.. Are these two differen webinars? If so, ...
We placed a Trailing Stop, GTC, about 60 days ago on a stock with TD Ameritrade. When I checked our account, the Stop order was gone. I asked TD to investigate and was told that when a stock issues a dividend, TD "Administratively" cancels the ...
Our club received a commission adjustment of .54 cents from Scottrade. I am not sure how to Identify the credit? Thanks in advance for any help! Michael Healy B&H Investments
I was just looking at myiclub and it generates member ownership charts, portfolio performance charts. I don't see that from bivio. Does bivio create charts/graphs or only reports? Do you have plans to create charts? thanks, eTana, Stockettes Investment Club
We received $2.11 in capital gains on the money market portion of our brokerage account. How do I enter this. The income screen does not have a capital gains option and the investment income screen requires a ticker symbol and the available ticker of FPRXX ...
Hi, We have had a General Partnership for just under 10 years. There is talk amongst the remaining members about dissolving the partnership and closing our Accounts with the bank and broker as well as with bivio. My question is, if our club dissolves in ...