When we compare the total ordinary dividends on the Etrade Consolidated Form 1099 with the Schedule K ordinary dividends on line 6,generated by our Bivio software, we show more ordinary dividends on the Schedule K. We have carefully checked the entry of all dividends and ...
I am printing the tax forms from Bivio and the Schedules and Attachments show on my screen but when I try to print them the page is blank. How do I get these to print? Original Message From: "IraS1@aol.com" <IraS1@aol.com> To: club_cafe@bivio.com Sent: Wednesday, February ...
Correct. Ira Smilovitz In a message dated 02/13/08 4:41:28 P.M. Eastern Standard Time, cic@bivio.com writes: I'd like corroboration that, for a new member joining in Feb 2008 who withdrew in August 2007, I merely treat him like any other new member. For what it's worth, ...
I'd like corroboration that, for a new member joining in Feb 2008 who withdrew in August 2007, I merely treat him like any other new member. For what it's worth, we've already made the year-end tax reports.
That is exactly how I would do it. Ira Smilovitz In a message dated 02/13/08 12:22:16 P.M. Eastern Standard Time, lscham8531@bivio.com writes: Just a clarification, please. I get their check and deposit it into the broker account the month I receive it. They get full ...
It's not a problem. It's just more work for you and not quite fair to them. There is no reason they shouldn't get credit as soon as they give you the check. One entry, not many. Ira Smilovitz In a message dated 02/13/08 8:45:06 A.M. ...
You probably received cash for the half share. Either enter the cash received on the split page or enter a sale for the half-share. In all likelihood AccountSync should pick up the transaction in a day or two. Ira Smilovitz In a message dated 02/12/08 ...
Hi, great gurus We have a stock which split 3:2, resulting in a half share in Bivio, but a round number in TD Ameritrade. What can we do to get rid of the half share in Bivio? Many thanks! The Dow Dames
Our club uses Smith Barney and have just received the 1099. We bought an ETF in Brazil. I posted the dividends as qualified but now see that that were not all qualified so will have to change those to match the 1099. They were posted ...
thanks, I'm sure I'll be back with my tail between my legs soon enough J. Michael Banks, CPA Tax Consultant Culp Elliott & Carpenter, PLLC 4401 Barclay Downs Drive, Suite 200 Charlotte, NC 28209 Telephone: (704)372-6322 Direct Dial: (704)973-5329 Fax: (704)551-5700 jmb@ceclaw.com IRS CIRCULAR 230 ...
I agree as treasurer this would probably be very useful at some point, however the mass of emails coming in is just too much. Will I be able to get on and off the list as i have questions?? J. Michael Banks, CPA Tax Consultant ...
Any club that tries to enforce equal membership shares is doomed to failure. It isn't fair and it isn't necessary. The club has use of that member's money now and he can't use it for anything else. Therefore, he should get his units now . ...
When you register for a login with bivio, there's an option to join or not join the Club Cafe. You do have to be a member of the club cafe to post questions or answers. If you joined earlier and now wish to leave, please ...
I agree, I somehow ended up on this list and I dont even know what the club_cafe is We have Bivio and I do the transactions, but I dont recall ever signing up to be on any list serve. Could someone take mine off as ...
I have never asked to be on a list that makes me a recipient of all the mass of e-mail that goes on between bivio and folks with questions please get me off that list before my computer stops working altogether! If going to cafe ...