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 ...
As club treasurer I really appreciate the ability to down load the tax forms as one file this year - Thanks! One thing I need to do but can't find is the ability to get an individual K-1 as a PDF file. I need to ...
In a message dated 1/26/2006 3:03:44 P.M. Eastern Standard Time, colverd@bivio.com writes: TY for the response. How would I go about checking into doing it legally? And how did the likes of Warren Buffett set up his first Partnership legally in the 1960's. Does the ...
In a message dated 1/26/2006 2:39:18 P.M. Eastern Standard Time, colverd@bivio.com writes: Anyone/Everyone, Sorry for this novice question, but is it possible for investment clubs to be a mini HedgeFund of sort? 2% Admin Fee, 10% High Water Mark? in the Partnership bylaws? I would ...
Anyone/Everyone, Sorry for this novice question, but is it possible for investment clubs to be a mini HedgeFund of sort? 2% Admin Fee, 10% High Water Mark? in the Partnership bylaws? Sincerely, ColverD
The 2005 federal tax forms are now available on the Accounting / Taxes page for club officers and treasurers. https://www.bivio.com/my-club-site/accounting/taxes We added a new feature this year which allows the club's entire filing to be downloaded and printed as a single document. Treasurers who prefer ...
In a message dated 1/25/2006 3:14:18 P.M. Eastern Standard Time, bkm@bivio.com writes: How are your club members who have Mac computers getting SSG's since TK5 does not support Apple systems? Check out biwiki.editme.com for alternatives to TK5. Ira Smilovitz
In a message dated 1/23/2006 5:45:44 P.M. Eastern Standard Time, gunster@bivio.com writes: When will Bivio be able to produce 2005 tax forms for members ? When the programmers are able to incorporate all of the changes that were made to the tax code at the ...
In a message dated 1/24/2006 9:44:20 A.M. Eastern Standard Time, nagler@bivio.biz writes: Again, do not release your K1s until you have audited the numbers in your books with what the brokers are reporting on your 1099s. It has been our experience that brokers miscategorize many ...
While going through the Bivio tax interview the option of filing Form 8893 was presented (I'm in a club with 10 members, so we apparently qualify as a "small partnership"). Bivio recommends filing form 8893, but I'm curious as to what the difference would be ...
My name is Earl Johnson, and I'm interested in joining an investment club in the Greater Washington, DC area. I'm a contractor on a long-term assignment with a federal agency near L'Enfant Plaza, but I live in Capitol Hill. Are there any clubs in the ...