We are with TDAmeritrade and have been using Bivio for about a year now, bought ADRE this last past year and when the dividend came thru on Bivio it showed the full amount and now with us receiving the 1099 statement from TdAmeritrade it shows ...
I would like to know if any of you who are using Scottrade have had any problems with your taxes. I noticed, when I downloaded the 1099 from Scottrade that it didn't jibe with Bivio as far as dividends were concerned. It turns out that ...
How do we know if a company has qualified/not qualified or preferred dividends? What is an ex-dividend? Also, we are a limited liability corporation but are filing as a partnership, as we are allowed to do. On one of the tax interviewing questions, it asks ...
We want to switch our account to Scottrade. Does anyone have any good or bad remarks about using Scottrade's? Is there a better choice?? I really lke the ease of Scottrade's investing and reporting. Thanks for your help. Deb @FLIC
In recording a mutual fund dividend that is reinvested, are there two separate entries -- one under income for the dividend and one under reinvestment for the additional shares associated with that dividend? Thanks Judith Greenberg
Ira said: The professional partnership software used by most CPAs doesn't prepare an accurate investment club return because each item of income and expense during the year is allocated differently, based on the ownership shares on that date. That's sort of what I was thinking. ...
I didn't enter the merger info for Wells Fargo's purchase of Wachovia until this week and since WB (Wachovia Bank) is no longer listed I couldn't get the information into our books. Can someone help me with this? Thanks, Joanne Acorn Investment Lakeland, FL
Is it necessary to file the NYS Partnership return that Bivio has made available? I do not recall filing them in the past. Did I just send the U.S. Form in the past to NYS or is this a new requirement?
Does the club have to fill out a 1040 or are all the forms generated by bivio on the tax page all that is needded to file for the club Thanks The monkey
Try to do this correct this time. How does one enter a redemption received from a common stock in Bivio? I tried to enter it as a return of Capital but that does not agree with the 1099 received from brokerage firm. We sold the ...
What are the rules for changing the address on a Form 1065 form (IRS). A member withdrew in Feb. of 2008. She moved from the state 6 months later. It did not occur to me to change the address in the Bivio files as she ...
Broker statement shows a $6 ETF dividend received 1/2/09 on our 2008 1099. Bivio doesn't show it in 2008 income. On the other hand: Bivio shows a $12 ETF dividend received 1/4/08 as 2008 income. Broker doesn't show it as 2008 income, must have been ...