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out of state member
As our club is aging , some of our members moved out of state and still want to remain in the club. We also have a few younger individuals who would like to join the club but do not live in NY My question , ...
2 messages
Tax return as prepared by Bivio not Correct
Thanks, Laura has been assisting me. Sent from AOL Mobile Mail Get the new AOL app: mail.mobile.aol.com On Wednesday, February 27, 2019, ira smilovitz via bivio.com <user*2883400001@bivio.com> wrote: Your question can best be answered by Support. Please send a request to support@bivio,com. Ira Smilovitz On ...
1 message
Tax return as prepared by Bivio not Correct
Our tax return as prepared by Bivio says it is not correct because we hold an MLP investment this past year, but our records indicate we have an ETF and other (NYSE) exchange traded stocks which two of them have ADR status and we had ...
2 messages
Why are the portfolio expenses non-deductible this year.
Our clubs expenses are usually deductible but this year they show as not deductible. Does anyone know why?
11 messages
Disbanding club/Schedule K block 9a has a huge number/Is this correct?
Hello, I am unsure what I may have done incorrectly but our club is disbanding. Everyone cashed out except two individuals. The individuals who chose the stock options have a huge amount in block 9a compared to the others. Please advise.
1 message
member privileges
When withdrawing a member last year, I did not mark her as withdrawn. However, now I would like to change her privilege from member to withdrawn. How do I accomplish that?
3 messages
Bivio
I would just like to say that between the two clubs I have been in we have used Bivio for our operations. If I am not mistaken my first club signed onto Bivio not long after it started operations. So I must say that we ...
8 messages
Bivio can't compute the Liberty (LVNTA, GLIBA, QRTEA) Spinoffs?
Is anyone else having trouble accounting for the Liberty Spinoffs in 2018? I'm having particular trouble with the LVNTA/GLIBA/QRTEA spins. I'm not sure Bivio's Spinoff transaction feature is able to account for it, properly.
1 message
NY State State form
When can we expect the NY State Tax forms?
2 messages
Entering addresses and SSN
No offense intended to Bivio but we prefer to not have our home addresses and SSN's in yet another location "on the internet". With only 8 partners, we have always manually entered address and SSN on the tax return prior to mailing. It doesn't appear ...
7 messages
Section 199A/
I know you suggested that anyone owning a REIT should sell it. We own VNQ a REIT mutual and I explained the problem to our members but they opted to hang onto the stock. There are quarterly entries of Section 199A in the end of ...
3 messages
Tax Program Question- Country Origin of Foreign tax?
A question in the 2018 partnership tax interview is asking: To select the country for any investment which received foreign taxes? Our club owned EEM which is a Blackrock etf investing in a multitude of foreign stocks. Are we suppose to identify all the countries ...
7 messages
dealing with losses for withdrawing individuals if the club realized a gain
It isn't clear to me how losses can be allocated. Our situation is that a friend jumped into a partnership a friend and I have had investing in 2017 after becoming excited at our performance, but as the market sank they demanded to be withdrawn. ...
11 messages
nondividend distribution from Dr. Pepper
We received $3,700 from Dr. Pepper Snapple last year. This was from the buyout by Keurig. I thought this Was a regular dividend, but the 1099 shows it as a nondividend distribution. Can you tell me how this should be treated on the partner's k-1's ...
3 messages
Tax Program
Any idea when it will be available?
11 messages