I inadvertently stated incorrectly that bivio treated a partnership distribution from KMP as a dividend. It is the broker, TDAmeritrade, that is stating that the $58.00 distribution is a dividend. How do I get this distribution to show up correctly in Bivio and on our ...
The cash distributions from KMP should be entered as a return of capital dividend. You then have to make all of the other adjustments to get the information from the KMP K-1 onto the correct lines of your club's Schedule K/K-1 as well as adjusting ...
You can our Lucky Ladies club to that list for wanting a Minnesota return! Thanks, Pam On Sun, Mar 4, 2012 at 9:40 PM, Marlene Fondrick wrote: Add us on to having Bivio develop a MN tax partnership form. Anything to make it easier. Marlene ...
There is no easy way. That's why ownership of MLPs is so strongly discouraged. Ira Smilovitz In a message dated 3/5/2012 11:01:45 P.M. Eastern Standard Time, rhschnur@aol.com writes: If bivio puts broker information directly into the tax form, how do you put the information supplied ...
I find it interesting to see Apple being held by more clubs this week than last week. My SSG shows it to be deep into the "hold" range. Am I alone in this valuation?
You may be. Our SSG projects 10% growth (probably a lot less than AAPL will achieve), uses the average of the lowest 5 of 10 PE ratios (rather than the average of the last 5), and TTM EPS of 35.11. We have a buy up ...
We have not address clearly partial withdrawals our by-laws for our club. After seventeen years we have a couple members who would like to make partial withdrawals, Can some one help us with the wording to admend our by-laws. And do you feel a fee ...
When you invest in foreign stocks and even in US companies with foreign subsidiaries, the value of your investment is impacted, not only by business results but also by changes in foreign currency exchange rates. Do you really know what it means when you hear ...
How to record sec fee for selling a stock ? Can I add this small fee to the commission or this needs to be recorded separately. Will this effect account sync with brokerage transactions? Thank you, Maskey
It's part of the commission. Account sync handles all this directly. Ira Smilovitz In a message dated 3/7/2012 11:46:27 A.M. Eastern Standard Time, mkfotos@verizon.net writes: How to record sec fee for selling a stock ? Can I add this small fee to the commission or ...
I am still in the trial period, but my club has committed to transferring our books (done by hand by me for the last 16 years) to online accounting through Bivio. I have entered last year's data, and so far everything matches what I did ...
In a message dated 3/7/2012 7:49:16 P.M. Eastern Standard Time, sgrahamcook@gmail.com writes: I am still in the trial period, but my club has committed to transferring our books (done by hand by me for the last 16 years) to online accounting through Bivio. I have ...
I am curious about the avenues clubs have pursued for registration of fictitious name of their partnership. This is a requirement in Pennsylvania (PA Dept of State). Two notifications are required, both rather expensive when published in local newspapers "legal notice" section. Has any club ...
Was the above event taped for later viewing? I heard about it after the fact and would have liked to have attended. Is there a way to get the slides or text after the fact? Thank you, Judy Remiszewski jremisz3@gmail.com