For those who were waiting for the NJ and NY tax programs to be released they are now available. If you have already generated your Federal tax forms, just go through the tax interview to generate them. Just a reminder that if your club is ...
Hi Leslie: This is from last year. I have attached your 2018 form 65 from the OR website. On Sunday, February 25, 2018 12:32 PM, Carolyn Louie via bivio.com <user*1721500001@bivio.com> wrote: ira smilovitz on 02/22/2016 You are required to file Form 65 if you have ...
As our club is aging , some of our members moved out of state and still want to remain in the club. We also have a few younger individuals who would like to join the club but do not live in NY My question , ...
Thanks, Laura has been assisting me. Sent from AOL Mobile Mail Get the new AOL app: mail.mobile.aol.com On Wednesday, February 27, 2019, ira smilovitz via bivio.com <user*2883400001@bivio.com> wrote: Your question can best be answered by Support. Please send a request to support@bivio,com. Ira Smilovitz On ...
Our tax return as prepared by Bivio says it is not correct because we hold an MLP investment this past year, but our records indicate we have an ETF and other (NYSE) exchange traded stocks which two of them have ADR status and we had ...
Hello, I am unsure what I may have done incorrectly but our club is disbanding. Everyone cashed out except two individuals. The individuals who chose the stock options have a huge amount in block 9a compared to the others. Please advise.
When withdrawing a member last year, I did not mark her as withdrawn. However, now I would like to change her privilege from member to withdrawn. How do I accomplish that?
I would just like to say that between the two clubs I have been in we have used Bivio for our operations. If I am not mistaken my first club signed onto Bivio not long after it started operations. So I must say that we ...
Is anyone else having trouble accounting for the Liberty Spinoffs in 2018? I'm having particular trouble with the LVNTA/GLIBA/QRTEA spins. I'm not sure Bivio's Spinoff transaction feature is able to account for it, properly.
No offense intended to Bivio but we prefer to not have our home addresses and SSN's in yet another location "on the internet". With only 8 partners, we have always manually entered address and SSN on the tax return prior to mailing. It doesn't appear ...
I know you suggested that anyone owning a REIT should sell it. We own VNQ a REIT mutual and I explained the problem to our members but they opted to hang onto the stock. There are quarterly entries of Section 199A in the end of ...
A question in the 2018 partnership tax interview is asking: To select the country for any investment which received foreign taxes? Our club owned EEM which is a Blackrock etf investing in a multitude of foreign stocks. Are we suppose to identify all the countries ...
It isn't clear to me how losses can be allocated. Our situation is that a friend jumped into a partnership a friend and I have had investing in 2017 after becoming excited at our performance, but as the market sank they demanded to be withdrawn. ...