Capital gains and losses are front and center this tax season with the new reporting requirements. Here's some basic facts every investor should know from our friends at the IRS: 10 Facts About Capital Gains and Losses Laurie Frederiksen Invest with your friends! www.bivio.com Become ...
There is some confusion about the adjustment entries you can make when you work through the Schedule D review form. When your broker reports a cost basis in a 1099 "covered" category you need to make sure that the amount in the cost basis column ...
Hello, My apologies if this has already been asked and answered, but I am taking the tax interview and I see a question that I do not remember from past years. It reads: Did the partnership file Form 8893 for partnership-level tax treatment? The box ...
Hi, we have a member who is withdrawing who has not paid into our club since april 2010. To calculate her valuation do we use this date (apr) or do we use the valuation as of the date of her withdrawal (dec 2012). Please advise!
Is your investment club in Arizona, Georgia, Indiana, Iowa, Kansas, Maryland, Massachusetts, Minnesota, Missouri, or Wisconsin? . If so, we are pleased to announce a new, cost effective option you can take advantage of to have your investment club state tax returns prepared. Ira Smilovitz ...
Take off that Dow All-Time High party hat and get back to work. Weekly study stocks: $ AVAV $ UNH $ AET $ QSII http://expectingalpha.com/2013/03/11/value-line-low-total-return-screen-3152013/ Mark Robertson Manifest Investing Blog: http://expectingalpha.com
We use Schwab for our brokerage. They issued an amended statement. How long will it take Bivio to update the 1065, so we can file an original 1065 instead of a 1065 and an amended. We need to have member ownerships correct as we have ...
It appears we are getting to the point in the year where some of you are receiving amended 1099 forms. Many times these show that an amount previously classified as a dividend is now being classified as a "non-dividend distribution" Usually this is a Return ...
Has anyone used the Scottrade options account optionsfirst.com along with BIVIO account sync? If not what broker do you use with account sync? Thanks, Ira Haas Yankee Chapter Model Club
Do any of you have any of these? Looks like they might become just another nostalgic collectors item soon. End Looming For Paper Certificates Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio Follow us on twitter! www.twitter.com/bivio Follow Us on Google+ ...