Return to the taxes page and re-do the interest/dividend and 1099-b reconciliations. Then retake the interview and regenerate your return. BTW, these questions are best directed to support@bivio.com .A Ira Smilovitz On Fri, Feb 27, 2026 at 1:49a€¯PM Mehran Mikail via bivio.com <user* 35669500001@bivio.com > ...
Schwab issued a revised 1099 for our account about 10 days ago, but looks like Bivio is using the old 1099 for tax return preparation. How do I go about deleting the old one and adding the revised 1099?
Auditing our club tax before filing, I noticed a discrepancy of over $20,000 on short term capital losses and upon further research, I see some option trades done in June-October 2024 for NVDA are all missing from Bivio records so somehow account sync hasn't picked ...
Go to Accounting > investments. Click on the plus or minus icon (based on the opening transaction). Enter the ticker symbol for the underlying security and click call/put options. Find the exact option you need and select it. Complete the security buy or sell screen.A ...
Greetings! Filing our clubs taxes like we normally do thru bivio, we have run into a bit of a snag this year. We received the following notification from bivio: "Problems with Tax Documents Your club owned an investment during the tax year which has accounting ...
We've invested our cash in the Schwab Monthly Income Fund (SWLRX). Our 1099 shows different characterizations from Bivio for the divided payments. How can I simply adjust the dividends? When I attempt to change the bivio entries I can't get the qualified dividend amounts to ...
Can a club re-file an amended Federal Tax Return? If an error is discovered after a club E-Files their return, after the error is corrected can the club use bivio to re-file the amended return?
Hello, Is anyone seeing issues with the new Fidelity sync process (in 2026)? I am seeing the following issues and needless to say, very worrisome. 1) The process runs once every two days (seems like) however, it doesn't pull in all the transactions. For example, ...
Is anyone else having trouble linking from Bivio to Manifest Investing? It looks like Manifest changed their user interface and our Club's Bivio portfolio no longer populates automatically. Lori Sent from my iPhone
The bivio 2025 tax program is ready forA clubs A to prepare and e-file their 2025 IRS tax return.A E-filing is quick, easy, secure and already included with your bivio subscription. NEW - Minnesota is added to the list of included states.A A This year ...
Without having to log in every day to check, how will I know when the tax preparation software is ready to go? (And, yes, I'm getting pressure to provide the K-1s asap.)
Greetings, For Clubs that have Fidelity as their brokerage, have you run into any problems transferring stocks/shares to individual partners accounts. For further clarity and an example, if a partner has a personal Schwab account, are you able to transfer shares to their personal account ...
I know there has been much discussion through the years regarding allowing a "Living Trust" as a partner and I agree with most of the comments in favor of allowing it in your partnership agreement. But, my one concern is that creditors can go after ...
Can someone give me guidance on how to enter the AZN transaction on 2/2/2026 when it delisted from the NASDAQ and then began trading on the NYSE with half the number of shares. Ken Kavula Mid-Michigan Chapter