Yes. There is a NY K-1 this year which you also need to give to them. Ira Smilovitz In a message dated 02/09/08 9:11:24 A.M. Eastern Standard Time, mbubb@bivio.com writes: Is there any reason I need to wait for the NY state tax forms to ...
Does the club have to fill out a 1040 or are all the forms generated by bivio on the tax page all that is needded to file for the club Thanks The monkey
Is there any reason I need to wait for the NY state tax forms to distribute the K1 statements to my club members? I am thinking not, but want to make sure.
Can BIVIO track multiple portfolios within one investment club account? Does anyone have experience doing this? Our club would like to split our assets into 4 or 5 small groups, track performance of each group separately, and create separate reports for each group. Any comments ...
Bivio did a beautiful job with our federal 1065. Will Bivio generate our Pennsylvania return or do we need to do it ourselves with pencil and calculator? The instructions are 137 pages so I'm hoping that Bivio will come through for us. Thanks!!!
I don't know the answer to one of the questions required by bivio before it will generate the 2007 CA State tax return. I'm required to provide the CA Secretary of State number. Can anyone tell me what this number is or where I can ...
DUH!! I should have checked before posting. Ira Smilovitz In a message dated 02/07/08 4:45:12 P.M. Eastern Standard Time, moeller@bivio.com writes: IraS1@aol.com wrote: > Leave it blank and edit in "Various" after you complete the return. Or select the item 'Various' from the country list. ...
Leave it blank and edit in "Various" after you complete the return. Ira Smilovitz In a message dated 02/07/08 4:30:31 P.M. Eastern Standard Time, jgreenb@bivio.com writes: Has anyone dealt with completing the tax interview and listing the foreign country for a mutual fund? My club ...
Has anyone dealt with completing the tax interview and listing the foreign country for a mutual fund? My club owns two international mutual funds so picking one foreign country for their tax obligations is impossible. I've had a request into Bivio for almost two weeks ...
The bivio method is "better" in that it is less confusing. If a club had a loss for the year, you would take units away. Under certain extreme conditions you could get very weird results. Both of ICLUBs software products now allow you to choose ...
Check each of the transactions in your bivio e-trade and fifth/third accounts against the statements from the broker and bank. You recorded one or more transactions into the wrong cash account. As you check the entries, you'll probably find the missing $28.26. Ira Smilovitz In ...
on my balance sheet under assets on bivio says that e-trade has$3671.46 my etrade account actual cash is $1286.13 also fifth/third cash is actually $200.13, bivio says its($2156.95) If the 2 bivio cashes are totaled up they are within $28.26 of each other unless the ...
It happens on 12/31. Compare the tax basis for each member on 12/30 with that on 12/31. Ira Smilovitz In a message dated 02/07/08 1:11:58 P.M. Eastern Standard Time, g_cudd@bivio.com writes: At what point in the end of year processing does the tax allocation actually ...
At what point in the end of year processing does the tax allocation actually post to the members individual account. tax basis get altered. When I look at the tax basis on 12/31/07 and then in January, it is the same. Do I need to ...