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 ...
Andy: I have pasted below the response I provided in November to a similar question. I feel an annual report can be based on the data contained in the bivio reports, but should contain more analysis. I feel that it is my responsibility as treasurer ...
Our club owned Northfield Lab which is showing on our TD Ameritrade statement with a very small market value, yet the company filed for bankruptcy on 10/2/09. How should we handle this--especially as far as taxes in 2009 are concerned.
Andy Attached (I hope that the attachment will work on this site) is the cover and contents pages of our annual report. Note that the pages are Bivio reports. As I mentioned, some of our members are not too computer savvy and this report is ...
To: Cheriylyn Peay and John Rice That's' all very nice that your members are computer savvy and are able to get the info on line from Bivio. I belong to two clubs for seniors and am treasurer of one of them. Unfortunately, many of our ...
I know this question has been asked before but I never did see any examples of club annual reports posted. I know everyone might be a little concerned with posting actual information but would anyone be willing to just share a general template for a ...
We had two stocks, one purchased in Nov. 09 and one in Dec 09, of which neither would show the correct valuation until we went into transactions and deleted them and re-entered them exactly the same and we wondered why?
We received a check for $1.35 from a class action litigation involving a security that we used to own. How should that be handled in Bivio? Lois P CIGC