We are dissolving our investment club, FOG. We have a question on Form 1065 line 19a. The instructions state that we have to enter the members valuation and cost basis in this section. The instructions seem to state that the distributed securities will constitute taxable ...
I have stepped down as treasurer of my club and changed the roster to indicate the new officers. However, I am still getting emails about unidentified transactions, etc. How do I get out of the loop? Judith Greenberg jgreenb@bellsouth.net
Our club was started on August 20, 1963. We do not file taxes as a club, but individually. In 1997 the IRS declared that Investment Clubs that were formed before 1997 would continue to file separately, and their rules would not change. Will we have ...
My Club has some outside, "other income" (from a settlement) and even a little bit of formalized debt forgiveness. I've entered these transactions into our Bivio accounting, but I don't know where Bivio is going to put them on the Schedule K-1 form. Are the ...
The rack out our data center tripped a breaker so all our computers were shut down. They are all back up. However, bivio.com didn't come back up until a little while ago. We are working with our data center company to make sure this doesn't ...
The automatic entries performed by Bivio in relation to this transaction are not correct, based upon the info provided by Teva --will Bivio modify this automatically, or do I need to go in and redo each lot of shares affected by the merger individually?
I have just pulled my year end valuation report and it is showing GE at 20.5999, but GE closed today at 16.20. All the other prices in our portfolio are correct.
I have been reading about registration revoked , it happened to one of my stocks, can you tell me if its worthless now ticker symbol is XCLT, registration was revoked on 10/24/08. thanks JL
Hello, Will someone please advise why the accountsync is not functioning for my account. Everything is entered, user name, pw, and etrade as our broker is selected. thanks
Happy Holidays! Does anyone know of a MAC version of Take Stock? The technical support people at iClub, suggested using Stock Central. I want to have the same software as others in my Club. Thanks. Tosha
I've been away from my club for about 2 years and come back to a etrade account that is about 1300.00 more than the bivio account. I've spent hours cleaning thing up and for the life of me I cannot reconcile the difference. What must ...
Our club owned 100 shares of Barr Labs (BRL). On 12/23/08 Teva Pharmaceuticals (TEVA) aquired Barr Labs. We received 62 shares of TEVA and $3990.00. There was also a $20.00 fee associated with the transaction at ETrade. How do I enter this transaction in bivio? ...