we received additional stock along with a cash payment for a merger. The cash payment was not for fractional shares. How do I report the cash payment on my 2004 club return. Not sure if I adjust my cost basis by amt of cash payment ...
In a message dated 2/19/2005 5:31:30 P.M. Eastern Standard Time, maxct@bivio.com writes: Our club is selling stock this year because we decided to disband. Is there a resource with information about the tax implications of the monies we will receive, i.e., tax season 2006, so ...
Our club is selling stock this year because we decided to disband. Is there a resource with information about the tax implications of the monies we will receive, i.e., tax season 2006, so that it won't be an unpleasant surprise?! Thank you for your help! ...
>>I completed the survey and the taxes for our club. Only 2 of them had the Final K-1 box checked. Those 2 were for withdrawn members. We had another member withdraw. After reviewing her K-1, I noticed that her distribution was not in box 19, ...
I completed the survey and the taxes for our club. Only 2 of them had the Final K-1 box checked. Those 2 were for withdrawn members. We had another member withdraw. After reviewing her K-1, I noticed that her distribution was not in box 19, ...
In a message dated 2/16/2005 12:53:58 A.M. Eastern Standard Time, jonsjunk@bivio.com writes: Thanks Ira, upon further review Bivio calculated it correctly. We only held the stock for 21 calendar days, therefore, it is not eligible for the qualified dividend status (at least I understand the ...
In a message dated 2/17/2005 2:27:25 P.M. Eastern Standard Time, alan1303@bivio.com writes: While getting our club IRS forms in order I noticed a difference between the bivio-generated Schedule K and the 1099 report from our broker (Scottrade). I would appreciate any suggestions from those who ...
While getting our club IRS forms in order I noticed a difference between the bivio-generated Schedule K and the 1099 report from our broker (Scottrade). I would appreciate any suggestions from those who use bivio for their club accounting as to how I should resolve ...
Good Afternoon, I'm working on the taxes for my investment group and I need to know the ex-dividend date for AT&T Wiresless. The transaction date is 10/28/2004. Since AT&T has merged, how do I find the ex-dividend date? Thank you for your help. Maxine Heard
In a message dated 2/15/2005 12:14:52 P.M. Eastern Standard Time, jonsjunk@bivio.com writes: The interview process has the option to select if a dividend is a qualified divident, but it does not print on the Form 1065 or any of the Schedule K-1s as a qualified ...
The interview process has the option to select if a dividend is a qualified divident, but it does not print on the Form 1065 or any of the Schedule K-1s as a qualified dividend. Currently I will have to edit every Schedule K-1 and email ...
I sold several stocks and entered them into the Bivio software. One of the stocks I sold, which should now have a zero balance, is still showing up in my portfolio and in the valuation. The transactions section shows the sale of the stock but ...
This is such a basic question I know: I am confused as to whether club expenses (e.g. a club P.O. box fee) go on line 1 of Schedule K Form 1065, or on line 13b) of the same. My club is a Limited Liability Partniship ...
Our club collects late fee for dues not paid on time. Of course these late fees do not buy units for the late paying member. Is there any way to do a report on fees? What exactly is the software doing with the fees besides ...
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