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CPAR? In looking back I see that some clubs have filed a CPAR?? Please tell us what that is and whether our small club of 10 members missed something?A Thank you.A On Thu, Feb 24, 2022 at 11:38 AM ira smilovitz via bivio.com <user* 2883400001@bivio.com > ... Beth Theiss 12 messages
TAXES We have a member that is going to file his taxes without the K1,2 or 3. His total income from dividends is $2.12 Anyone have a response? Susan J Mueller 12 messages
Late filing fine removal I mailed Club return Certified with returned receipt by noon on Mar 15. Received $2,500 penalty and form in Sept. Called IRS, Agent said she could not look up tracking, refused to check date stamp on envelope. I had to send tracking report and form. ... cindy gerke 7 messages
What is wrong with Bivio site What is wrong with BIVIO site ? Can not get any reports, no 2021 tax James A Harvey Sr 8 messages
PLease remove me from your list Dear Club Cafe, A A A A Please take me off of your email list. Thank you, Karen Turnbull kturnbull72@gmail.com Karen Turnbull 2 messages
CA investment clubs and temporary SOS#s Prior to recent changes in CA law, state-created pass-through entities (LLCs, LPs, LLPs, corporations, etc.) were required to register with the Secretary of State and received an SOS# which was included on their state tax filings. General partnerships (such as most investment clubs)A were exempt ... ira smilovitz 10 messages
extension We are located in NY and just filed for an extension on our club taxes with the IRS. Do we also need to file an extension with our state. ThanksA Anat Benjamin Anat Spector 9 messages
Extension If the club files for an extension does that require members to file for one also? Thank you in advance. gayleff 9 messages
Section 897 Capital Gain Glen asked: Hello, I have a Section897 Capital Gain for American Tower however do not see a drop down for Income Type in Bivio. Any idea what I should input as? Those of you who have bought REIT's are seeing this as one of the ... Laurie Frederiksen 2 messages
section 897 capital gain Hello, I have a Section897 Capital Gain for American Tower however do not see a drop down for Income Type in Bivio. Any idea what I should input as? Thanks Glen Sent from my iPhone On Feb 19, 2022, at 8:53 AM, Lee Weygandt via ... GLEN MALLETTE 1 message
Taxable Expenses I believe within the past few years, Bivio subscriptions were designated as a non-deductible expense. Are transfer fees charged by financial institutions considered a deductible expense? Also, if it is a deductible expense, can this be changed after the end of the year as long ... Christopher J. Daniel 2 messages
Members' Payment Transaction Totals Hi All, Is there a way Member's Payment Transaction page to show total amount of payments somewhere in the same page? Thanks, Chuck Kim SoNaMu Investment Club Chuck Kim 3 messages
Action between meetings How do clubs handle a members request to buy or sell a stock that they feel should be done before the next meeting. Dianne Hirt 10 messages
Fines paid by clubs I would like to know if other clubs are still collecting fines for not attending meetings, or for not having your report on your stocks for the day. If you do have fines, how does your club treasurer deal with them? I have been investing ... Colleen Goings 19 messages
Request for Automatic Extension IRS form 7004 Is it necessary request a return receipt when sending the Request for Automatic Extension (IRS form 7004)? Thanks in advance for any opinions. scott Scott Freeman 2 messages