We have an ETF (IDRV) that issued a dividend on 1/5/2022. The ex-dividend date is 12/30/2021. Our 1099DIV shows the dividend, but Bivio does not in the tax portion. It is in properly (as far as I can tell) in the transaction log. What is ...
I belong to two investment clubs. One club uses Bivio, the other club uses Iclub. Iclub provided K1's two weeks ago. Bivio members deserve timely delivery of K1s. Bivio club members do not deserve a memo dated 2/16 telling us K1s are not available. There ...
Very well said, Ty Jeanne Wu Market Mavens On Tue, Mar 1, 2022 at 3:58 PM Ty Hughes via bivio.com <user* 3139700001@bivio.com > wrote: All: The IRS change in the 1065 filing requirements has created some delay and frustration. But you should direct your fire ...
Hi Everybody, We are working very hard on the tax software. We appreciate your phone calls, emails, and posts to the Club Cafe. Unfortunately, the IRS rules are complex and therefore complicated toA program correctly. We have found "the last bug", and the software will ...
I went in circles trying to file the 7004 electronically. It is printed and I will mail to tomorrow, but perhaps there are others who couldn't figure out how to file electronically?
Read Ira's response in these emails, where he explains that IClub produced their various K forms before the latest update by the IRS. > On 02/28/2022 10:54 PM Barb Cisler via bivio.com <user*35746600001@bivio.com> wrote: > > > My husband also belongs to an Investment Club ...
To give you an idea of how broad the impact of these changes are - Dated today the AICPA [American Institute of Certified Public Accountants] sent a letter with their concerns regarding Schedules K-2 and K-3 reporting. The letter was signed by all state CPA ...
Summary: 1. 7004 extension 2. NJ state extension ( Form PART-200-T ) 3.Personal tax extensions: for state and IRS 4 possible possible extensions: please correct. G. Freeman. treasurer NJ Model Inv Club
I think the language about extending and amending your return on Bivio is a bit confusing. If you filed for an extension and have not yet filed the return it is easy to change/amend the return because you have not sent it in yet. Once ...
Ok, I was really hoping I would get through all this without having to ask any questions, but now I am afraid I messed up my 7004 form. I put in club name, address, id #, etc. On line 5a I put 21 for calendar ...