E-filing in NJ
Has anyone tried it yet? I'm pretty browser savvy and I can't get past the Java issues that exist on the NJ treasury website. I've tried using Edge and Chrome, to no avail, even following the directions included in the Bivio filing instructions as well ...
27 messages
Uncashed Check
Our partnership wrote a check to a withdrawing partner that remains un-cashed after 90 days. The cost of a stop payment is greater than the amount of the check and the partner it was written to is willing to forgo replacing it. How should this ...
6 messages
Does the treasurer need to have their address on the brokers account? Do the checks go to the address of member listed on the brokers account if that person isn't the treasurer? Is there any reason that checks shouldn't be sent to the treasurer if ...
4 messages
Bivio should have generated a NJ Tax Form
Shouldn't Bivio have created a NJ Tax form (physical) to be filed with the state of NJ, not just the NJ-K-1 for my personal return for my NationwideIC, even though the club is not registered in NJ? According to your chart, A state return ...
2 messages
I slipped while walking and i fell. Next thing I knew, I had broken my right femur, it required surgery.
2 messages
Amended Return / Air Lease
Since Air Lease caused an corrected 1065 to be issued, when is the deadline for filing an amended 2022 return? Will the bivio software create and file an amended return electronically? Despite the IRS having a page titled "Guidance for Amended Partnership Returns" ( I ...
6 messages
K-1, Box 19
What dollar amount should be reported on my tax return for this item? There are 2 dollar amounts on the statement, $64,384.82 club basis and $377,096.64 market value, but only space for one amount in Turbo Tax. I would appreciate any help you can give ...
14 messages
(No Subject)
PLEASE!!!A I need to be set free of club cafA(C) also. Ita€(TM)s beginning to drive me crazy. Help.A I have tried. Tamarack Inv. ClubA From: < > on behalf of Diane Griffiths via < user* > Sent: Thursday, March 9, 2023 7:25 ...
1 message
We need a new brokerage house
Our club has been with TD since 1994 as a partnership with EIN number. The club started with zero balance. We have had three difference treasurers. We write checks every year. Minh T. Le On Mar 19, 2023, at 3:07 PM, William Peterson via ...
9 messages
We need a new brokerage house
I can't believe this problem is unique to our club. We do not have a local bank account and need to write checks from our brokerage account. Unfortunately, at our current broker, we cannot have a check written to anyone other than the name of ...
24 messages
Member withdrawal and conversion to gift to club
Dear Laurie, I'm the treasurer of the Dwyer Inverment Club. I have a problem with the following issue: A member is resigning from the club because he is physivcally and mentally incapacitated. He has a power of attorney with a friend of his. He and ...
7 messages
Stock Presentations
I would like to know what the 5 top financial metrics your club uses when evaluating stocks. Are club has grown to 10 members in the last year, and we are looking to evaluate and compare stocks in a more consistent manner.
2 messages
Air Lease Dividends re-classified from 'Ordinary Dividends' to 'Non-dividend Distribution.'
Does anyone know if there is a dollar amount limit that would eliminate a need to refile.?
4 messages
Federal E-Filing Released
We are happy to announce that IRS e-filing is now available. Treasurers can go to Account > Taxes and follow the instructions there.A PleaseA be patient. Your e-filed returns will remain in the "Pending" state for a while. You will receiveA an email when it ...
11 messages
storing a copy of our club taxes
I am looking for other innovative ways to store copies of our tax documents besides printing and storing with my personal papers. I am aware that we want to keep all SS# safe. I would like a few of my other club members to have ...
6 messages