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Corporate bonds question In bivio, how to enter a bond transaction. Alexander Vagus 1 message
Club interested in an ADR. What are the implications? Our club is considering the purchase of Satyam Computer Services (SAY). One issue that came up in the discussion was what effect will owning an ADR have on accounting? My guess is that we will have to enter dividends differently to acount for foreign withholding ... Jeffrey L Williams 2 messages
How do I remove my name from getting copied on other clubs emails? Karen D. Hogan 1 message
Steps to shut down and end a club It looks like our club has run its course and the members want to dissolve it. Are there any instructions or steps that I should take as treasurer to end it? Also, can we use the current bivio tax system to file a final return ... David Smith 4 messages
Brokerage accounts We have had some difficulty with our current brokerage account and would like to receive recommendations from other clubs regarding ease of transactions as well as use of website for research. Thanks. WI$W WOMEN Investment Club Sharon Hotchkiss 1 message
club_cafe: 2007 Tax assistance (help) Thank you so, so, much. Have a great day. Karen Hogan Original Message From: Rip West <ripwest@comcast.net> To: The Club Cafe <club_cafe@bivio.com> Sent: Tuesday, April 15, 2008 9:29:07 AM Subject: Re: club_cafe: 2007 Tax assistance (help) As I say, you did record the sale for ... Karen HOGAN 1 message
club_cafe: 2007 Tax assistance (help) No. However, I received a 1099 from TD Ameritrade for the transaction, how do I record it, when I can not enter the ticker? Original Message From: Rip West <ripwest@comcast.net> To: The Club Cafe <club_cafe@bivio.com> Sent: Tuesday, April 15, 2008 9:04:19 AM Subject: Re: club_cafe: ... Karen HOGAN 2 messages
2007 Tax assistance (help) Owned BIOMET (BMET) stock, they merged with Blackstone group. Our group sold the stock and received $464.55 on 9/26/07. I am trying to prepare the groups 2007 Taxes and, am having a difficult time recording this transaction. I selected "Merger" under accounting and attempted to ... Karen D. Hogan 2 messages
Brokerage accounts We have had some difficulty with our current brokerage account, including the use of the company's website for research. We would like some recommendations from other clubs regarding brokerage companies . Thanks. WI$E WOMEN Investment Club Sharon Hotchkiss 2 messages
Verizon Spin Off We received 2 shares of Fairmont Communications(FRP) for our 150 shares of Verizon dated 4/4/08. When I check the brokerage account, it is listed as 10/17/07 for 1.3333 shares @ $14.75 = $ 19.96 and 2/20/08 for .6667 shares @ $11.219 = $7.48. (These dates ... Patsy Hagen 7 messages
club_cafe: CA state 2008 tax forms In a message dated 04/12/08 11:13:01 P.M. Eastern Daylight Time, roxie@bivio.com writes: Can I get CA 2008 taxes through bivio? I got the 2008 federal. Not yet! <vbg> You didn't get the 2008 federal either. If you mean the 2007 CA forms there is a ... IraS1 1 message
CA state 2008 tax forms Can I get CA 2008 taxes through bivio? I got the 2008 federal. thank you Roxie Roxanne Kellam 4 messages
Full withdrawal We have a member that needed his funds, but will remain in the club and will continue to pay his dues, so I ran the full withdrawal function last month. This month, I see that the system treats full withdrawals as if he quit the ... Robert Morita 1 message
K-1 from a company I invested in I received a K-1 from Pengrowth (PGH). How do I incorporate the received K-1 into Bivio to produce the 1065? Les Morris 2 messages
Loss of acct sync with etrade It looks like our club lost communication with Etrade about 3/29. On 3/26/08 a transaction in Etrade was reflected in BIVIO.. Transactions since 3/31/08 have not been communicated to BIVIO. Anyone else having this problem Geoff Cudd Carousel Inv Club Geoffrey Cudd 2 messages