Waiting for TDA 1099
Still waiting for the 1099, I am going out of town for a week 3/1, how do I file for a tax extension, just in case they are not done by 3/15?
17 messages
mailing list
Please remove my name / address from the club_cafe mailing list. Thank you, Robert McMahon
2 messages
Investments in GBTC and ETHE
I know there were issues with investing in GBTC when it was a unit trust due to the number of basis adjustments required and the fact that Bivio does not support it for tax preparation purposes. Is that still the case now that GBTC has ...
4 messages
Dividend paid in 2024 for 2023 - how to enter into bivio?
On our club's Schwab 1099 shows a dividend "Paid in 2024 for 2023". This dividend was not included in our club's 12/31/23 balance, but does show on the 1099-DIV. The transaction date was 1/31/24 and bivio has the transaction with that date. The tax return ...
5 messages
member accessing to K-1
How do I tell members they can access their K-1s? Do they have "Accounting" drop down and then "Taxes"? Thelma Bowles
3 messages
Annoying editing Bivio dividend/interest review
Schwab has different terminology from the Bivio drop-down menu for editing dividends and interest.A For instance, for our money market "dividends", the Schwab 1099 calls some of them a) nonqualified, which is not an item on the Bivio drop down menu for editing, and b) ...
7 messages
Members SS#
Is there any way to check the members SS# before I e file? I always had my members check their K-1 before I mailed them in. I do not see a way to do it before I e file.
4 messages
Nonqualified dividend
I am doing the tax interview and one of our dividends is nonqualified.A When I click on to edit it under Distribution Amounts there is no choice for nonqualified.A How do I correct this? John Rice
1 message
Partial withdrawal
We had a member do a partial withdrawal in the amount of $40,000 in Dec 2023. I believe I entered the withdrawal as instructed on the tutorial. In Accounting>Reports>Member Contributions and Withdrawals, it now shows his contribution in Q4 as -$40,000. It appears that it ...
2 messages
Qualified Dividends on 1099 reclassified in Bivio to ordinary
We have a couple of investments where dividends are shown as Qualified on the 1099, but Bivio has reclassified all or a portion as Ordinary. I believe this is because we did not hold the stock long enough before the ex-dividend date. The stocks are ...
4 messages
Tax tools
Is the tax tool available in Bivio yet?
35 messages
what is the PIN#?
I just completed our club NYS taxes. On the first page of IT-204 designee name , It has a box that has a personal ID #. What is that? Do I put the last 4 of my SS#? A Benjamin
1 message
Ordinary vs Qualified dividends
Hi, I was trying to update my dividends to reflect those that are ordinary dividends vs qualified dividends. One fund is recorded as having all qualified dividends, but my 1099 indicates that a small portion is ordinary. In the past, I have split that out ...
3 messages
Access to K-1s
I just e-filed our taxes. Now the members need to access their K-1s online. In the past, I believe there was a check-off to Allow Members to Access K-1s, but I cannot find that option now. Please advise. Thank you in advance.
2 messages
Changing from Schwab to E*Trade
Our club was formerly with TDA and transitioned to Schwab in May. I began trying to process a transfer of stock to a withdrawing member, using her broker (who is a Schwab broker) to process the transfer. As everyone else has reported, this is not ...
13 messages