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. ...
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 ...
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. ...
Hello Does the brokerage report have to be downloaded separately from brokerage company and then printed and added to the report Bivio generates that you send to the IRS? Or is the Bivio generated report all that is required? If so, and was not printed ...
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
As long as the P&L matchesA Short Term or Long Term.A I believe it should be OK between 1065 and 1099 Alessandro On Sat, Mar 5, 2022 at 6:13 PM Debra Germany via bivio.com <user* 38270800001@bivio.com > wrote: Newer club.A Last year 1st year matched ...
The K1's for our members only has a K1 and a K3. Shouldn't there be a K2? The 1065 has K2 forms included but not the individual K1's. Thanks for the help! Cheryl Sent from my iPad
Newer club. Last year 1st year matched with no problem. This year TDAmeritrade 1099 doesn't show 4 purchases and shows a DIV amount that isn't coming up in Bivio. Bivio is also recording a higher value than TDA overall. Any suggestions on correcting this? Where ...
Does anybody have an answer for one of our partners who is trying to do her taxes? Forwarded message From: Valarie <> Date: Sat, Mar 5, 2022 at 10:27 AM Subject: Fw: K-1/K-3 To: John <> Hello again! I seemed to have fixed the box ...
A big thank you to Bivio in getting the 2021 tax forms ready! We've been able to successfully generate our club tax return! Now a new question. I'm preparing my personal tax return with Turbo Tax and when I enter my K-1 info I specify ...
Natalie, I discovered that when I clicked on the K1 it was downloaded to my Download Folder. I clicked multiple times before I discovered that was happening in the background.
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 ...