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Tax question
I have been going through and doing the steps from Bivio for tax preparation. The question below came up and I am not sure if I should check this or not. Amy Carlson Centralized Partnership Audit Regime for 12/31/2019 IRS Audit Procedures, Our Recommendations Check ...
3 messages
Schedule D (continue)
We did not sale any stocks. However, the instructions say submit a schedule D as I always have in the past years without the sale of stocks. Will the IRS reject my taxes without submitting the form even if all the entries will be $0. ...
3 messages
Tax forms
Are tax forms ready in Bivio? I can not find a copy of the webinar in Bivio on preparing taxes? I did listen to the webinar but thought I would be able to review it as we were preparing taxes. I went into the webinar ...
9 messages
wrong figures for FLT; new judgment figures attached
The Low PE for Fleetcor should be 22, not 32. I have attached the revised judgment sheet and posted it to the website. Ticker,Sales,EPS,High PE,Low PE,Current payout,Choice other than 4Ba,Fiscal Year End,SSG NUMBERS Last Changed AL,14,12,13,5,6,,DEC,06-19-22 CMD,8,13,40,30,8.3,,JUL,07-16-23 CTSH,6,10,24.5,15,17.800009765625,,DEC,05-21-23 FAST,8,8,27.70001953125,19.4,67,,DEC,07-16-23 FFIN,10,9,27,18.1,40,,DEC,04-16-23, FLT,12.5,14.5,30,22,0,,DEC,09-17-23, FWRD,6,8,23,16,29.82001953125,,JUN,07-16-23, MMS,9,10.300009765625,24,16.300009765625,30,,SEPT,12-17-23, MNST,9,10,35,23,0,,DEC,01-21-24, NEOG,9,14,50,35,0,,MAY,01-22-23 ...
2 messages
Schedule D for Form 1065
As I was doing my taxes in BIVIO I noticed that the schedule D is not available. Is there a reason why? Kevin Sent from my Verizon, Samsung Galaxy smartphone
1 message
message sent in error
My apologies. I sent the Fleetcor information to the club cafe rather than my investment club. Natalie
1 message
Fidelity
My club only has a brokerage account at TDAmeritrade. We also have a personal checking account at Chase to conduct routine business. The pres, vp, and treasurer have signing authority on this account. This method works for us. Martina On Monday, February 17, 2020 Ira ...
1 message
Fidelity
My club has an investment club account at TDAmeritrade and have never experienced these problems. Perhaps you should change to another brokerage. On Sunday, February 16, 2020 Linda Wiltse via bivio.com < club_cafe@bivio.com > wrote: I would like to inform the Bivio community of what ...
4 messages
Fidelity
I would like to inform the Bivio community of what our club has gone through to try to change our officers with our Fidelity brokerage account. We had tried several years ago to change officers with no success. Last year we changed officers again and ...
2 messages
Virtual club recommendations
Hello. I recently had a member resign because our club meets in daytime during his working hours, which has been the norm for 20 years. I would like to recommend that the member join a virtual club (club meeting at a distance, via skype or ...
4 messages
Wabtec / GE stock split
It can take a while for final information to come out when a reorganization happens. This was a taxable transaction.A You received .005371 shares of WAB for each share of GE that you owned. According to information I just got from GE today,A each of ...
4 messages
Social Security Numbers
I already have received my consolidated 1099 from TD Ameritrade.A I hope the Bivio tax program will be ready soon. Sent from Mail for Windows 10 From: ira smilovitz via bivio.com Sent: Wednesday, February 12, 2020 12:54 PM To: club_cafe@bivio.com Subject: Re: [club_cafe] Social Security ...
6 messages
Social Security Numbers
Do we need to get the Social Security numbers for all partners to print the K1's or can we print the K1s and then have them add their social security number by hand? This is our first year doing taxes. Thanks Zeta Keystone Investment Partners
5 messages
Folio Cash Hold
FYI - To all clubs that use Folio for a broker.A I just talked to them and they now have a 120 hold on any cash that is deposited using electronic bill pay.A It was just increased from 60 days which was bad enough and ...
14 messages
Folio Cash Hold
My club auto syncs with TDAmeritrade. I assume after the merger with Schwab, the auto sync will continue. On Wednesday, February 12, 2020 Ty Hughes via bivio.com < club_cafe@bivio.com > wrote: Laurie: Which brokers sync with Bivio beside FolioInvesting? Thanks.A Ty H. On Feb 11, ...
3 messages