I just generated the 1065 with the K-1s from bivio. What do I have to do regarding MD state tax forms? I think have to do it "by hand," and I remember from last year, it was pretty easy, but what do I do? thanks, ...
Bivio Club Cafe: I'm reviewing our Pennsylvania state return and I have some questions. I tried to find answers in instructions on the Pennsylvania Revenue website but they weren't helpful. I hope this is the right place to ask. 1) On the "Partner/Member/Shareholder Directory," the ...
Laurie Federiksen of bivio support on 02/15/2009 told members how to find a copy of K-1.This works fine for Federal,but am having trouble in accessing CA. Thanks in advance for your help. hdries@surewest.net
Our club received a K-1 from Energy Transfer Partner. How do I take this information on the K-1 and get it transferred into Bivio so that it splits it up between all of the members? Thanks.
Hi, I'm doing taxes for our club and the following question came up: How does one input carryover losses from last year's /past years? There's no question for it in the tax interview. Thanks in advance for any help, Rhonda
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 ...
Working on club taxes. Went in to print K-1 for member who wants the info today. The page was printed landscape not portrait. Any idea of how to get it the standard way so info is on one page. Carol Nelson Concord Area StockHolders
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 ...