In a message dated 2/5/2006 7:53:09 A.M. Eastern Standard Time, bbanna@bivio.com writes: Do you have any suggestions on how to handle a member having an overwhelming percentage of a stock club portfolio. This should be addressed in your Partnership Agreement. The model BI agreement, and ...
In a message dated 2/3/2006 7:39:46 A.M. Eastern Standard Time, mduke@bivio.com writes: Our investment club owns a REIT (WRI), so our dividend is "nonqualified". I have completed our 1065 and K-1's using bivio, and it looks like that dividend is showing up as a "short ...
Our investment club owns a REIT (WRI), so our dividend is "nonqualified". I have completed our 1065 and K-1's using bivio, and it looks like that dividend is showing up as a "short term" on the forms, when our brokerage statement shows it as a ...
Our club applied for our EIN in July, but did not purchase any stock in 2005. We just made our first stock purchase in January 2006. Do we still have to file 1065 and K1 tax forms for last year? Our club address is in ...
In a message dated 2/1/2006 8:51:29 A.M. Eastern Standard Time, france811@bivio.com writes: Our club formed in September 2005 and has less than 10 members. I have downloaded the club tax forms for filing -- it was soooo easy (thanks Bivio) -- and have obtained all ...
Our club formed in September 2005 and has less than 10 members. I have downloaded the club tax forms for filing -- it was soooo easy (thanks Bivio) -- and have obtained all members signatures on the IRS Form 8893, which the software stated should ...
Our club has had some major probs arranging meetings following the Katrina disaster in New Orleans. Is there a way to "meet" online to transact some of our club's business without public access? Our club has eighteen members, far too many for conference calling. I'd ...
Our club's 1099 does not match the detail provided in the monthly statements specifically our iShare dividend amounts are different from the statements, the foreign taxes withheld was never disclosed and the qualified vs. unqualified dividend amounts is a non supported number. How can I ...
I am new mwmber would like to communicate with a member to help us over the beginers problems. We are computer illiret my e-mail address is genedawn1@Juno .com. Need help especially for tax time. Thank You ,Kalamazoo, Michigan EJM
I am new mwmber would like to communicate with a member to help us over the beginers problems. We are computer illiret my e-mail address is genedawn1@Juno .com. Need help especially for tax time. Thank You ,Kalamazoo, Michigan EJM
Hi, Providian and Washington Mutual entered into a Cash/Stock merger on 10/5/05. Here were the transactions our club had on our broker statement: 1. "Sell" Providian, 75 shares @ $2 = $150 cash into our account, no commission was charged. 2. "Received" Washington Mutual, 30 ...
How do I enter the acquisition of a new stock (SFL) that was acquired as a tax exempt dividend from another company (FRO)? Our holding (100 shr) in the parent company (FRO) was not decreased by this action. But we did end up with 10 ...
In a message dated 1/27/2006 12:17:11 P.M. Eastern Standard Time, alan1303@bivio.com writes: How do I enter the acquisition of a new stock (SFL) that was acquired as a tax exempt dividend from another company (FRO)? Our holding (100 shr) in the parent company (FRO) was ...
How do I account for "backup withholding" from our broker. Our broker name does not match the IRS name (we use the acronym for broker) so they are now withholding. I am in the process of getting the name changed at the broker but in ...