i cannot find a way to separate current and withdrawn members on the roster. i need to print a current roster. plus, it is annoying. do i need to go back thru and withdraw each membe r again? oi! deannie
Go to the broker account transaction listing. Find the $50 entry and click on the delete link to the right of the entry. Ira Smilovitz In a message dated 03/15/08 5:33:56 P.M. Eastern Daylight Time, kittiecaldwell@earthlink.net writes: Can I delete the $50 from the misc. ...
They certainly are taxable. Ira Smilovitz In a message dated 03/15/08 3:21:13 P.M. Eastern Daylight Time, g_cudd@bivio.com writes: I just used the PA partnership tax generator to create our club's PA tax return. All of the capital gains from the sale of stock appears as ...
I just used the PA partnership tax generator to create our club's PA tax return. All of the capital gains from the sale of stock appears as "Outside PA" revenue and is not included as taxable gains on the members K1's. Can this be correct? ...
Does any corrective action need to be taken if there is a post-withdrawal adjustment on the Withdrawal report inorder to "consider it an additional fee to the member? We caught this notation at the end of year printing of the Withdrawal report for the archives. ...
Here's what you should have in your records. 1) Deposit of $50 from member. (Deposit that will bounce.) 2) Deposit of negative $50 from member. (Removes deposit when check bounces.) 3) Deductible expense of $20. (Bounced check fee. This is an expense of the club.) ...
I took the $50 off of the member account in Bivio for the bounced check. The stock company took the $50 from cash misc. expense. So now it has been deducted twice in my mind. It is off of her account but still there as ...
The $6.99 monthly fee is an investment expense, not a commission. The additional $2.99 fees are commissions. Here's the explanation: In order for an expense to be a commission it must be identified and incurred because of a specific action you take with regard to ...
No. Ira Smilovitz In a message dated 03/14/08 8:17:37 P.M. Eastern Daylight Time, amigos4@bivio.com writes: Please forgive me in advance if the following question has already been asked and answered: Is it possible to E-File our Federal and State Tax Forms? I ran a bivioogle ...
Please forgive me in advance if the following question has already been asked and answered: Is it possible to E-File our Federal and State Tax Forms? I ran a bivioogle on "E-File" but there is no answer in the archives! Thank you. Bob Hooper New ...
Colorado source income is income derived from a business that operates in Colorado or from tangible real or personal assets located in Colorado. Stocks and bonds are intangible assets and therefore the income from them has no "source". CO nonresidents do not have to file ...
Your investment club does not have any Colorado income if it invests only in common stocks and bonds. Ira Smilovitz In a message dated 03/12/08 12:35:35 P.M. Eastern Daylight Time, benwoltz@bivio.com writes: Our investment club is registered in Colorado, but we have members from out ...
Our investment club is registered in Colorado, but we have members from out of state. The Bivio Colorado Tax return has this for all non residents. I agree to file a 2007 Colorado income tax return and make timely payment of all taxes imposed by ...