Absolutely not! That creates a taxable transaction for the withdrawing spouse where one doesn't exist. Ira Smilovitz In a message dated 8/23/2005 2:28:55 P.M. Eastern Daylight Time, llawshe@bivio.com writes: Seems as if all you have to do is withdraw fully one of the members and ...
What do you do about what? If you've been reading this thread from the start, the answer is to contact bivio customer support. They can make the appropriate entries for you. Ira Smilovitz In a message dated 8/24/2005 9:56:17 A.M. Eastern Daylight Time, llawshe@bivio.com writes: ...
I closed my BuyandHold account and opened an Option Express account. Actually I did a stock transfer. My question, how long does take to reflect on Bivio? noah
Rip, I can't believe you got one wrong. <g> If *appreciated* stock is given as a gift, the donor's cost basis is used for gain or loss determination. If the stock is worth *less than the cost basis* on the date of the gift, you ...
Gifts are never subject to income tax. Gifts above a certain amount, currently $11K/year between any two individuals, are subject to gift tax, payable by the giver, not the recipient. (The rules are a bit more complicated than this, but that's the theory.) Gifts between ...
Greetings! I have a husband and wife in the club who have been individual members for 12 years and now want to become one member. Can anyone help me with procedure to follow? Thanks in advance Lounge Rat
In a message dated 8/22/2005 10:12:36 A.M. Eastern Daylight Time, ripwest@comcast.net writes: If one is worried about all the dumb things an inexperienced user could do, maybe recording expenses shouldn't be allowed, because some user is going to use that feature to record a stock ...
>>Ira, thank you for correcting me. I wouldn't want to give erroneous information. Based on previous conversations with Rip West on this board, I knew it was doable, but very very difficult. So the question begs, " To what extent should a club go to ...
I recently had a experience with Buy and Hold in which I was not happy with the result on there part. An error was made and there answer was that their computer system was not set up to do it correctly. When I asked for ...
Greetings! I have a husband and wife in the club who have > been individual members for 12 years and now want to become > one member. Can anyone help me with procedure to follow? > Thanks in advance > > Lounge Rat >>Hi Tim, ...
It would be nice if I could highlight all of the emails within the bivio site so that I can click on more than one message at a time to indicate deletion.
We recently dissolved our club and distributed the assets to the membership. Shortly after, we received a small amount of dividend income that we hadn't expected. I was considering re-enrolling myself in the club to capture this income so it would be handled properly for ...
Our club is disbanding and we are required to file taxes within 90 days of disbanding. Will the Bivio software calculate for 1/1/05-disbanding date versus 2004?