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CPAR? In looking back I see that some clubs have filed a CPAR?? Please tell us what that is and whether our small club of 10 members missed something?A Thank you.A On Thu, Feb 24, 2022 at 11:38 AM ira smilovitz via bivio.com <user* 2883400001@bivio.com > ... Beth Theiss 12 messages
What is wrong with Bivio site What is wrong with BIVIO site ? Can not get any reports, no 2021 tax James A Harvey Sr 8 messages
Extensions and amendments I think the language about extending and amending your return on Bivio is a bit confusing. If you filed for an extension and have not yet filed the return it is easy to change/amend the return because you have not sent it in yet. Once ... Patricia Kenber 35 messages
TAXES We have a member that is going to file his taxes without the K1,2 or 3. His total income from dividends is $2.12 Anyone have a response? Susan J Mueller 12 messages
extension We are located in NY and just filed for an extension on our club taxes with the IRS. Do we also need to file an extension with our state. ThanksA Anat Benjamin Anat Spector 9 messages
Extension If the club files for an extension does that require members to file for one also? Thank you in advance. gayleff 9 messages
Section 897 Capital Gain Glen asked: Hello, I have a Section897 Capital Gain for American Tower however do not see a drop down for Income Type in Bivio. Any idea what I should input as? Those of you who have bought REIT's are seeing this as one of the ... Laurie Frederiksen 2 messages
section 897 capital gain Hello, I have a Section897 Capital Gain for American Tower however do not see a drop down for Income Type in Bivio. Any idea what I should input as? Thanks Glen Sent from my iPhone On Feb 19, 2022, at 8:53 AM, Lee Weygandt via ... GLEN MALLETTE 1 message
Members' Payment Transaction Totals Hi All, Is there a way Member's Payment Transaction page to show total amount of payments somewhere in the same page? Thanks, Chuck Kim SoNaMu Investment Club Chuck Kim 3 messages
Taxable Expenses I believe within the past few years, Bivio subscriptions were designated as a non-deductible expense. Are transfer fees charged by financial institutions considered a deductible expense? Also, if it is a deductible expense, can this be changed after the end of the year as long ... Christopher J. Daniel 2 messages
Action between meetings How do clubs handle a members request to buy or sell a stock that they feel should be done before the next meeting. Dianne Hirt 10 messages
Request for Automatic Extension IRS form 7004 Is it necessary request a return receipt when sending the Request for Automatic Extension (IRS form 7004)? Thanks in advance for any opinions. scott Scott Freeman 2 messages
Partial withdrawal for long-term member Marylyn, please see the following link: https://www.bivio.com/trez_talk/mail-thread?p=69429100003 Original Message From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of Marilyn Haldiman via bivio.com Sent: Thursday, February 17, 2022 3:52 PM To: club_cafe@bivio.com Subject: [club_cafe] Partial withdrawal for long-term member I have been a member of our investment club since ... Bill Peterson 1 message
Partial withdrawal for long-term member I have been a member of our investment club since its formation in 1991 and, due to some withdrawals, I have been unable to contribute because my percentage of ownership is significantly over 25% (as stated by our Partnership agreement). I'm not interested in a ... Marilyn Haldiman 2 messages
Fines paid by clubs I would like to know if other clubs are still collecting fines for not attending meetings, or for not having your report on your stocks for the day. If you do have fines, how does your club treasurer deal with them? I have been investing ... Colleen Goings 19 messages