Merck did a spinoff of OGN w cash in lieu of fractional shares. BIVIO entry is rptg it as LTCG SCHWAB is listing on 1099 but not rptg to IRS. Very few shares so little impact to #s but creates a mismatch between Bivio n ...
The expanded size of the club filing for federal taxes took us by surprise but we understand that it is a new requirement - our club's return has 129 pages and weighed about 2 pounds. From past discussions of electronic filing it's apparent that it's ...
Well, just a word of caution. I was leaving the post office and got to the door after mailing our club taxes, realized I just had a cash register receipt and not the green and white certified mail receipt. So I went back up to ...
This is our first year as a club. We have members in Pennsylvania and Ohio. Bivio generated the Pennsylvania tax forms just fine. I understand Ohio is not included in the software. So, do we need to fill out a form for Ohio also? Or ...
Laurie, Ira and the bivio team, At the risk of adding one more to the many hundreds of emails we have all received this past month, I wanted to thank you very much for helping us with the IRS updates this tax season. Bivio is ...
Interesting.A Perhaps there is confusionA with the ticker symbol or the name of the company.A WhenA I enter MNDO at Edgar, everything says Israel. Peter Dunkelberger On Tue, Mar 8, 2022 at 3:32 PM Carolyn Sturgis via bivio.com <user* 32364500001@bivio.com > wrote: Mind (MNDO is ...
Just wondering how long it's taking for people to get a response to their questions to bivio support? I'm sure this year especially they're inundated. Kim Potter BI Brighton Model Investment Club
I have gone over this several times and can't determine the error. Dividends match up on all stocks. Sales match up on all stocks with correct dates. However the STG according to Bivio for the stock CHD is overstated about $6.00 and the LTG is ...
Did I miss something?A Our club's return has K-1s, K-2s & K-3s.A But the individual partners only seem to have a K-1 and a K-3.A No K-2 for the individuals.A Is that correct?A Is it correct that individual partners do not get a K-2? Peter ...
I thought I saw a message this morning about amended dividends for Airlease, where they were reclassified. I checked my 1099 at TDAmeritrade, and nothing has changed there yet, and I can't find the message from this morning. Wondering if I misread, or dreamed this. ...
Can someone post or the link/form for filing an extension. Our brokerage firm just amended our 1099. Our taxes were just mailed off Sent from my iPhone On Mar 8, 2022, at 9:49 AM, ira smilovitz via bivio.com <user*2883400001@bivio.com> wrote:  Schedules K-2 and K-3 ...
Hello, There are only 2 fields to enter dividend info. There are 3 different categories on my 1099 so which of the 2 should be combined or should one be ignored? Please help.
Our investment club formed in June 2020 and this is the second year to file taxes. This year the system generated a state of NY form for the partnership and individuals (didn't last year for 2020) as we do have one member who resides there. ...
Does an electronic return receipt satisfy as proof for timely mailing of the return? Or is the paper return receipt the only one allowed? Thanks. Carolyn Sturgis Sent from my iPhone