I received a corrected 1099 with 46.74 less on Total Ordinary Dividends box 1a and Qualified Dividends box 1b and moved (added) to line 3 Nondividend Distributions. There is no other identifying information on the 1099. I read the IRS Pub 550 pg 21 but ...
Hi, Where does a member go to download his/her K-1? I've checked the box that says "Allow members to access K-1", but I can't find where the member goes to download the individual K-1. I made sure I was in secure mode, but that didn't ...
In a message dated 02/24/08 11:12:02 A.M. Eastern Standard Time, loutaormina@bivio.com writes: I have been using Bivio since 2000 and have no recollection of having to wait for NY state tax forms. Is this something new for 2007? Did NY change its tax laws? Yes ...
I have been using Bivio since 2000 and have no recollection of having to wait for NY state tax forms. Is this something new for 2007? Did NY change its tax laws? I went to the NY State tax website and did a search for ...
I sent out invitations to all members a month ago so that they could log onto Bivio and get their tax info. One member has asked me to resend the invite, but when I try to do this, I get an error message that she ...
Simply put, you should not be using petty cash. If you can explain how your club uses it's petty cash account, we can provide more assistance. Ira Smilovitz In a message dated 02/23/08 10:06:08 A.M. Eastern Standard Time, jrkcek@bivio.com writes: I am relatively new to ...
I am relatively new to bivio.com having moved our club's records into the online accounting from Iclub's Club Accounting non-online software. I am confused as to how to deal with the petty cash portion on bivio.com. I don't see how one can make transaction into ...
In a message dated 02/21/08 2:07:30 P.M. Eastern Standard Time, jgreenb@bivio.com writes: Many thanks to Ira for focusing me on the Transaction ledger to resolve significant discrepancies between Etrade and Bivio with respect to ordinary dividends. It appears that Etrade considers short-term gains from mutual ...
Many thanks to Ira for focusing me on the Transaction ledger to resolve significant discrepancies between Etrade and Bivio with respect to ordinary dividends. It appears that Etrade considers short-term gains from mutual funds as dividends. So if I change these to dividends, I am ...
I've never had any problems with this in prior years, but this year's 1065 form is printing out completely inaccurate sales amounts for our club's 9 sales of securites. The actual transactions within our Bivio account are perfectly accurate. The sale of securities total is ...
They said they will be offering NY. They may not have clearance yet from the NY DTF. Other than that, you'll have to do them by hand. Ira Smilovitz In a message dated 02/18/08 10:06:42 P.M. Eastern Standard Time, fzivis@bivio.com writes: Does anyone know if ...
Does anyone know if Bivio is offering the NY State tax forms. Several emails to Bivio have gone unanswered. If not is there a software out there that will pull over the Bivio information to do the taxes? Thank You
Greetings, I just paid the $99 to join and I am filling out the information to link to your broker, Scottrade. I'm just a little nervous giving the login and password to the account. I would appreciate any feedback from out there to ease my ...