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Entering Merger Into Bivio 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 Joanne Eager 2 messages
NYS Tax Form 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? Ruth Macaluso 2 messages
Tax forms 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 Frederick G. Vetter 7 messages
Indiana IT-65 Form Will bivio be supplying the Indiana State Tax form for Indiana? Marty Eckerle Martin Eckerle 2 messages
Royal Bank of Scotland redemption. 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 ... Tom Whipple 1 message
Roy Tom Whipple 1 message
Royal Bank of Scotland redemption. Tom Whipple 1 message
Change of address on IRS Form 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 ... Myrelle McHale 3 messages
2009 dividends in 2008? 2008 in 2007? 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 ... Thomas Hardy 5 messages
Address to mail and directions 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 ... Myrelle McHale 3 messages
Found it, but how did it happen? 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 ... Johnny 2 messages
Tax deduction for Bivio Payment How and where do I enter the $99 the club paid to use Bivio? Thank you! Wilma WILMA SOSSAMAN 2 messages
Why Me?! 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 ... Johnny 5 messages
Elect out of subchapter k Hi, I wondered if any clubs ever complete this election and then just use spreadsheet allocations going forward? JL Jane Lafave 3 messages
Accrued Interest recorded by broker as Proceeds from Sale Our 9-year old investment group recently moved to the bivio software -- with a Change Over date of 1/1/2008. With the super assistance of Laurie Federiksen, we've managed to get converted, except for one item. A payment of $25.53 on 1/11/08 from Chungwa Telecom (CHT) ... Maureen Miller 5 messages