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 ...
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
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
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?
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 ...
Where do I find the directions as to which pages go with Fed and which copies go to State and do I mail to same IRS center as last year? Usually there is an address on the form. Probably right in front of me DUH ...
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 ...
Thanks for the input from all re: balance not jiving with Scottrade. For some reason, bivio did not pick up the deposits made in March of 08. My bad for not keeping track of it, (I was busy babysitting an investment club!) From the response ...
Bivio says, "The brokerage cash balance differs from the bivio balance by $ 1,043.05. This may indicate a missing or erroneous transaction in your bivio account. Please review your brokerage statement to identify the source of the discrepancy." Does bivio miss transactions frequently and how ...