bivio will be providing NJ taxes. After you finish the federal tax interview, if you look at the bottom of the screen it says that NJ taxes will be available in February. We still have 17 days left. Ira Smilovitz In a message dated 02/12/08 ...
I don't see anything anywhere that indicates New Jersey is one of the lucky states for which Bivio will compute and print out the State tax forms. So must be done manually, I assume?
I have a member who makes one deposit yearly to cover the entire year evenly spread out every 2 months that we meet. When i do the accounting for it, it shows the member as making a negative contribution yet having a positive value. What ...
I'm trying to clean up our club's securities. Our previous treasurer entered each security purchase as a separate security into CA3 - apparently to keep each lot distinct. ( e.g. WFC, WFC2, WFC3, ) As our new treasurer, I've moved us to Bivio. Now I ...
Yes, Form 700. Ira Smilovitz In a message dated 02/11/08 12:23:00 P.M. Eastern Standard Time, jgreenb@bivio.com writes: Are investment clubs in Georgia required to file state taxes? Who's never won? Biggest Grammy Award surprises of all time on AOL Music.
Not for several years now. See the instructions for the IL-1065 form, page 4 and the section of IL law cited. Ira Smilovitz In a message dated 02/11/08 11:40:00 A.M. Eastern Standard Time, biegelboy@bivio.com writes: Hello - Quick question regarding IL-1065 : Do investment clubs ...
Hello - Quick question regarding IL-1065 : Do investment clubs established in Illinois required to file state taxes IL-1065? Thanks, Chris Biegel FNF Investments
If you filed Form 8893 last year, you have made the election and need to keep up with the requirements to keep the election in force or to end the election. If you did not make the election in the past, you do NOT want ...
Hi, Not sure what this Tax Interview Questions is asking: Consolidated Audit. Schedule B 4. Did the partnership file Form 8893 for partnership-level tax treatment? By default the box is checked, but I have no idea if it really should be. Also, any update on ...
I would change all the valuation dates for 2007 and 2008. It isn't a big deal. HOWEVER, before you do anything, make a backup of your data and print out copies of the 4 withdrawal reports. Hopefully, you won't need the backup, but it's good ...
In a message dated 02/10/08 3:17:57 P.M. Eastern Standard Time, etana_finkler@bivio.com writes: The TDAmeritraded 1099 says $179.55 dividend Bivio says 180.65 I checked that all the stock dividend totals were correct. There is $1.10 TDAmeritrade dividend in Bivio that is not reported on the 1099 ...
Read the text accompanying Schedule B, question 5. Ira Smilovitz In a message dated 02/10/08 4:09:25 P.M. Eastern Standard Time, mduskin@bivio.com writes: We have used an accountant in the past and this section has been filled in. Just generated our forms on bivio and it ...
We have used an accountant in the past and this section has been filled in. Just generated our forms on bivio and it is not populate. Is this information required?