I spoke to E-Trade and the rep thought it might be related to the changes they recently made in the "Sweep Account" choices. Robert Thomas From: club_cafe-owner@bivio.com on behalf of Paul Moeller Sent: Tue 3/29/2005 3:01 PM To: club_cafe@bivio.com Subject: club_cafe: Re: E*Trade money market ...
I received the following transactions this morning from my account sync 03/28/2005 Unidentified credit, XCH - E TRADE FUNDS - MUNI MONEY MKT FD - AUTO FUND SLOT CHG 003 TO 011 Amount: $ 429.29 03/28/2005 Unidentified debit, XCH - GENERAL MUN MONEY MKT FD ...
In a message dated 3/21/2005 3:31:42 P.M. Eastern Standard Time, alan1303@bivio.com writes: Okay - hopefully my last post on Pengrowth! If you haven't noticed, there are Pengrowth posts on this discussion board going back to 3/3/05. Our investment club finally received a K1 Short Form ...
Okay - hopefully my last post on Pengrowth! If you haven't noticed, there are Pengrowth posts on this discussion board going back to 3/3/05. Our investment club finally received a K1 Short Form from Pengrowth in Canada. It clearly indicates that our investment club is ...
Hi Bonnie, This is the first time am writing to you just got hold of this site on google search. My question to you would be what are steps i should take to determine whether my current investments are appropriate or not. Is that a ...
Hi Bonnie, This is the first time am writing to you just got hold of this site on google search. My question to you would be what are steps i should take to determine whether my current investments are appropriate or not. Is that a ...
In a message dated 3/17/2005 2:30:13 P.M. Eastern Standard Time, tindles@bivio.com writes: Is it true that for tax years ending after 12/31/2004 Illinois investment clubs are exempt from the replacement tax and no longer have to file IL-1065? Secondly, I wonder if anyone knows whether ...
Is it true that for tax years ending after 12/31/2004 Illinois investment clubs are exempt from the replacement tax and no longer have to file IL-1065? Secondly, I wonder if anyone knows whether the investment income or loss from an investment club partnership is treated ...
Greetings, Because of some mixups with my broker, I didn't get a 1099 until recently. Anyway, I'm wondering how to account for the AVE SNY merger. We had 7 shares of AVE and received 16 of SNY. We also received some cash in lieu of ...
We have a number of B shares but Bivio does not update per price share with Ameritrade. We have ticker listed as: BRK.B; is there a way that Bivio can recognize these shares and update automatically? Do I need to change ticker? thanks
Hi Bivioers, I live in Oz, and our tax year runs from July 1 - June 30 each year - yeah - wierd isn't it? Has anyone had experience or advice on how Bivio records could be reported on for our tax return? thanks Mike
Lynn, I don't think the Australian (Oz) tax authorities will take too kindly to Mike's trying to change his tax year. I would contact the bivio support team directly. I don't think fiscal year reports are possible using the current software. Whether it would be ...
>>We noticed this year this form from the IRS number 8893. Our club numbers only 8 members so it appears this form should be submitted with our federal taxes. Is this a mandatory form or optional, we are curious.? Optional. Ira Smilovitz
We noticed this year this form from the IRS number 8893. Our club numbers only 8 members so it appears this form should be submitted with our federal taxes. Is this a mandatory form or optional, we are curious.? Steve
Are there any members of the Cross Country Online Club monitoring this board? If so, would you get ahold of me, please. Lynn Ostrem, Minneapolis garbagecop@foxinternet.net