In a message dated 12/31/2007 6:40:21 P.M. Eastern Standard Time, ripwest@comcast.net writes: << Maybe we are talking about two different workshops. The one that is on the stockcentral site makes no mention of bivio. >> There is a redacted version of my workshop in the ...
Jack's reply is accurate for most clubs. The exception would be for those clubs that have either US Government interest or federally non-taxable interest from sources outside of AZ. In either of those two situations, there are additional calculations required for the AZ 165 and ...
I want to try the account sync feature before I pay for the subscription. I'm still in the trial period. I've just done our club's first transaction with the brokerage, and all information is filled about our brokerage account, etc. How do I import the ...
We wanted to delete our petty cash account (El Dorado Savings) and when all the transactions were deleted and also the account name, it increased our other account (Scottrade) by a couple of thousand dollars. No where on this account is there any of the ...
I previously did accounting using Better Investing Club Accounting and usually ordered the federal and state tax software. Now that the federal comes with bivio, what forms/reports would I need to print to complete the Arizona state tax form? I am assuming you haven't added ...
I'd like to design my club's bivio site this year. I'd like to use one of the free open source website designs, but have never done this before. Have any of you? and would you care to share any comments? I like something like this: ...
I have seen several threads on duplicate payments, and I know I have them in my clubs record, but I can not figure out how to delete them. In the help section it says I can delete them by clicking on delete to the right, ...
[So things have settled into a routine for our club Treasurer and her assistant (me), thanks to many of your great help and patience. Bivio is pretty easy, without the special situations of withdrawals, brokerage mergers, etc!] What should we read to prepare ourselves for ...
In a message dated 12/24/2007 3:07:59 P.M. Eastern Standard Time, generooks@cfl.rr.com writes: Rob, you know more about how to accomplish this in bivio, of course. But, rather than a non-deductible expense, she needs to enter an income figure, as her broker has $400~ more than ...
Our club has been in existance over 10 years with many treasurers. Our brokerage account shows approx. $400 more than Bivio records. This same imbalance was present on December 31, 2006 when the previous treasurer had made any adjustments needed for taxes. I will give ...
on 11/15/2007 I did a $400. ACH which shows up on the "existing balance" but does not show up on the right hand column anywhere, why? WE have put it in and deleted it several times and it still remains the same.
In a message dated 12/17/2007 4:33:26 P.M. Eastern Standard Time, prgeorge@bivio.com writes: I transferred some of my personal stock to an investment club that I am part of. I did not realize it then, but is there a tax treatment that I need to worry ...
Hello, I transferred some of my personal stock to an investment club that I am part of. I did not realize it then, but is there a tax treatment that I need to worry about at the end of the year? All the stocks that ...
In a message dated 12/16/2007 9:23:28 A.M. Eastern Standard Time, vics@bivio.com writes: What is the correct way to record a $0.07 Rebate listed by my broker as a 12B1 Fee Pass Through? If it's money you received, it's probably miscellaneous income. Technically, the 12B-1 fees ...