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Club established as LLC
Our club was established as an LLC instead of a partnership. I took over as treasurer and in previous clubs I was a member of I have always been familiar with the schedule K1 and 1065's. As an LLC can we still distribute income and ...
3 messages
Changing treasurers
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
2 messages
MER buyout by BAC
What is the correct way to enter the January 2, 2008 buyout exchange of BAC shares for MER plus cash adjustment for the partial share?
3 messages
Can Bivio tax forms be easily editted? What if changes are needed?
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 ...
2 messages
Site is back up
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 ...
2 messages
TEVA/Barr merger
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?
2 messages
First time doing club taxes
Hi had a quick question with taxes. If we did not have any sell transactions or any dividend income, what forms would we need to submit. Thanks Jason
5 messages
Year End Price for GE
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.
4 messages
Houston, I have a problem
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 ...
6 messages
registration revoked
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revoked , it happened to one of my stocks, can you tell me if its worthless now ticker symbol is XCLT, registration was revoked on 10/24/08.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
2 messages
Account Sync Not Updating
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
4 messages
Stock BUCY does not automatically update
BIVIO has the stock as a Unlisted Investments and I have to manually give it a value. How do I correct this? Thanks,
2 messages
Barr Labs/Teva merger
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? ...
3 messages
Unidentified transactions
I receive a notice from bivio everytime we make a deposit that requests that I classify the source and type of deposit or withdraw. When I go to do that, I am given the option via a drop-down window to select account transfer, multiple payment, ...
3 messages
Looking for Avi Horwitz
I'm working on the BI DC Chapter Spring 2009 newsletter, and would like a better photo of Avi who will be teaching here in the spring (lucky us!) I'd like his email address, so Avi if you are reading this, or anyone who wouldn't mind ...
1 message