Sorry to bother you, are you avaiIabIe on emaiI on for a few minutes? Can't caII! Thanks, Marcia
5 messages
BetterInvesting membership expense?
Can a club put BetterInvesting membership expenses in the club account or should those be paid outside the club accounting? Our club would like every member to be able to create SSG reports for evaluating companies. The cost of the BetterInvesting Core Plus Membership is ...
5 messages
NJ webfile problems
There have been some changes to the NJ website for filing the NJ-1065 return. I haven't been able to test it fully yet, but it seems to have addressedA many of the problems and simplified the process. If you haven't filed your NJ return yet, ...
1 message
NJ filing problems
If anyone is still having a problem filing their NJ-1065 return, please email support immediately and I will file an extension for your club. Deadline is midnight EDT and I will be online this evening looking for emails. Ira Smilovitz
1 message
NJ Partnership Return - Website is updated
It looks like the website has been updated to allow us to file our NJ Partnership Returns online. We are no longer getting an error message. But I/we could use a new set of instructions on how to navigate the new site.
6 messages
turbotax and club disbanding
My club is closing, which changes how you input data into Turbotax. There are large capital losses that do not appear on the K-1 under 8 or 9a. They occur because the beginning capital account in section L of the K-1 is larger than the ...
4 messages
Processing withdrawals with stock transfers at Schwab- help!
Has anyone successfully transferred stock from their investment club account to a club partner that is withdrawing? Our brokerage account is currently at Schwab , previously Ameritrade. We completed the transfer forms as instructed initially by Schwab , only to be informed by Schwab after ...
45 messages
Our club is disbanding. There are discrepancies in a stock purchase in 2002 and 2003 between Bivio and our broker, Edward Jones. At the time those trades were made, we were with TD Waterhouse. In both cases the Bivio dollar price was rounded off and ...
5 messages
Member Withdrawal
Our club has been in existence since June 2020. I had issues opening up our checking account up until recently (I was given the run around on what was needed to open the account in the past). I was able to successfully open our checking ...
6 messages
K3 needed
I have a member asking for a K3 now. Our club had less than $300 of interest from foreign investments so k3s not generated when we did our club return. How can I supply the k3 now? Seems I saw something in the past about ...
3 messages
GE Vernova
Just got a notification from Charles Schwab that GE had spun off GE Vernova. I have looked on the SEC Edgar website and it says the state or jurisdiction of this company was Delaware so I am assuming that it is not a foreign owned ...
1 message
NJ Partnership Return
I am still having difficulty filing electronically with the state of NJ. I have tried every permutation of operating system (PC, MAC) and browser (Safari, Edge, Chrome) available to me. I can not get Ty Hughes workaround to work for me and my prior workaround ...
11 messages
Our older Charles Schwab transactions are missing in bivio. New ones are there so it doesn't seem to be an issue with the connection. Charles Schwab does not provide OFX file format which is the only one that bivio accepts so I'll try and find ...
2 messages
Hello A silly question...we are a fairly new club and I'd like to know where would it indicate if we owed taxes? We only buy stocks.
10 messages
Can I file without all members SSN/Addresses?
I'm missing a couple of members' information. Can I put in dummy information so that I can file and then correct them next week?
4 messages