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Foreign source income
We own Netease via an ADR. Our 1099 shows dividends as being paid in Cayman Islands, but bivio shows them as coming from China. Which one do I use and how do I get bivio to show Cayman Islands if I need to do that. ...
2 messages
Access to Club Cafe messages
I am wondering if I can join the messages on Club Cafe. We are an investment club and our treasurer and one other member receive the messages. When I click on "Join the Club Cafe Message List" my email is not an option. I enjoy ...
1 message
Printing K-1
I solved my printing problem by checking my downloaded files.
1 message
Tax Program is Available
The tax program is now available if you go to Accounting>Taxes. There is a lot to it this year.A It is highly recommended that you review our tax presentation to make sure you use it properly: Preparing Your 2021 Club Taxes Thank you for the ...
7 messages
Printint K-1
Hi What's the trick to printing the K-1? I can see it listed for 2021 but cannot get it to print. Natalie Kavula
3 messages
Dividend date on 1/5, but ex-dividend on 12/30
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 ...
3 messages
Club Taxes Are Done!
Thank you to Laurie, Ira, everyone in BIVIO Customer Support, including all those wonderful software people who maintain and update BIVIO software!! Despite the tons of question repeats, and frantic folks/Treasurers, you did a remarkable job of getting the job done, and never lost your ...
7 messages
Club taxes
Dear Bivio, I just finished our club taxes. I love you!!! Thank you! Charla Hurt
2 messages
Why doesn's Bivio Have the K1s available? IClub has had their K1s done for 2 weeks
It appear today for our club On Wed, Mar 2, 2022 at 8:52 AM . via bivio.com <user* 2916100001@bivio.com > wrote: Original Message From: Anat Spector via bivio.com <user* 22119300001@bivio.com > To: club_cafe@bivio.com Sent: Wed, Mar 2, 2022 11:09 am Subject: Re: [club_cafe] Why doesn's ...
9 messages
Why doesn's Bivio Have the K1s available? IClub has had their K1s done for 2 weeks
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 ...
5 messages
What is going on???????
I tried to get into Bivio and check our Valuation. The screen goes to the Tax screen but nothing is there. What is going on??????????
3 messages
e-file
A couple of questions: Does bivio support e-filing yet? If I want to have a backup copy of our bivio data, how do I make a copy for export? Barbara
3 messages
Tax Status
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 ...
8 messages
Why doesn's Bivio Have the K1s available? IClub has had their K1s done for 2 weeks
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 ...
14 messages
Why doesn's Bivio Have the K1s available? IClub has had their K1s done for 2 weeks
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 ...
7 messages