In reviewing the tax forms printed from Bivio I noticed that the Income & Deductions section of the 1065 is left blank as well as the Analysis of Partner's Capital section. Do investment clubs not have to fill these sections out?
In a message dated 2/11/2006 2:33:35 P.M. Eastern Standard Time, kdierking@bivio.com writes: I not certain about whether to make the consolidated audit election and file Form 8893 for our investment club with 10 members. Assuming we decide to do so, is the form and signatures ...
I not certain about whether to make the consolidated audit election and file Form 8893 for our investment club with 10 members. Assuming we decide to do so, is the form and signatures required each year? Or can the form be signed once and continue ...
The Stae Tax(NC) asks for a list of members and their percetage of the club and their income. I can't find any way to do that but to add and subtract all the numbers on each K-1. It seems like there should be something in ...
In a message dated 2/10/2006 11:31:45 P.M. Eastern Standard Time, mackinac@bivio.com writes: Thanks, Ira. I have performed the calculation per the spreadsheet you referenced. Just a couple more questions. Can you please school me on what constitutes a long term capital gain, short term capital ...
I am working in the Expert Tax section. In past years I have typed the date at the top of each partner's form. This year there are only 2 spaces allowed at the "beginning" date and at the "ending" date no matter what is entered ...
In a message dated 2/10/2006 4:33:49 P.M. Eastern Standard Time, mpaff@bivio.com writes: as far as I can tell I have downloaded and installed Adobr 6.0, and I have not been able to view my K-1. It just shows a blank Adobe screen. Any ideas? Has ...
as far as I can tell I have downloaded and installed Adobr 6.0, and I have not been able to view my K-1. It just shows a blank Adobe screen. Any ideas?
We've had a rash of spam attacks lately. We are not happy about this. One of the problems our customers are experiencieng is that when people send to <your-user-id>@bivio.com, and <your-user-id> is an obvious name, such as, lynn, the spammers can "guess" your address with ...
I am a member of Toastmasters International and I want to give a speech on investment clubs. I cannot find a good site about the history of investment clubs and aproximately how many there are in the US. Can you help me?
In a message dated 2/8/2006 8:55:42 A.M. Eastern Standard Time, garbagecop@foxinternet.net writes: If there's a place to download individual K-1s, I didn't find it. As Rob has already posted At the bottom of the main taxes screen there is a check box labeled "Expert Taxes". ...
In a message dated 2/8/2006 1:51:13 A.M. Eastern Standard Time, ultradynamics@bivio.com writes: What is the best source for completing and/or verifying interview questions such as ex-dividend dates, and designation of dividends as qualified or not? Based on the number of 1099 corrections we typically get ...
What is the best source for completing and/or verifying interview questions such as ex-dividend dates, and designation of dividends as qualified or not? Based on the number of 1099 corrections we typically get from our brokerage each year, I hesitate to accept their data without ...
John, I can answer some of your questions. I'll leave the others to Rob or another official bivio person. (See below) Ira Smilovitz In a message dated 2/7/2006 9:54:32 P.M. Eastern Standard Time, jmunn1@nycap.rr.com writes: I have some suggestions also, along the same lines as ...