Owned BIOMET (BMET) stock, they merged with Blackstone group. Our group sold the stock and received $464.55 on 9/26/07. I am trying to prepare the groups 2007 Taxes and, am having a difficult time recording this transaction. I selected "Merger" under accounting and attempted to ...
We have had some difficulty with our current brokerage account, including the use of the company's website for research. We would like some recommendations from other clubs regarding brokerage companies . Thanks. WI$E WOMEN Investment Club
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 ...
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 ...
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 ...
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
Our club owned 40 shares of Harrah's stock. The company was bought by a private equity firm at the end of Jan 2008. This transaction was recorded as a "merger" in our investment company's log with 3,600 ($90/share). This was recorded on 1/29/08. However a ...
In a message dated 04/08/08 11:59:36 A.M. Eastern Daylight Time, foxmoor@bivio.com writes: We have a member withdrawing and I'm following the One Minute Treasurer notes on how to do that. Things were rocketing along until I came to this field, "Account: The account used to ...
We have a member withdrawing and I'm following the One Minute Treasurer notes on how to do that. Things were rocketing along until I came to this field, "Account: The account used to fund the cash portion of the withdrawal" field. What displays underneath is ...
We are considering changing brokerage firms and would like to have some recommendations from other clubs who have had positive experiences. We are concerned about efficient handling of transactions and halpful and well-designed websites for research. Thanks for your help. WI$E WOMEN Investment Club
In a message dated 04/07/08 8:59:19 P.M. Eastern Daylight Time, colinmiller2@bivio.com writes: What happens if a Member doesn't input their address or social security number? Is Bivio still able to complete the tax forms? Will they get sent to the club's administrator? The program doesn't ...
What happens if a Member doesn't input their address or social security number? Is Bivio still able to complete the tax forms? Will they get sent to the club's administrator? Thank you, Colin
We have had some difficulty with the services and website of our current brokerage firm. We would be interested to receive recommendations from other clubs and hear about positive experiences with brokers. Thanks for your help. WI$E WOMEN