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Scottrade transition problem
Laurie I have stock sales that are not showing on the Bivio list of Capital gains and losses so that my 1099B does not match. The sales did occur, and I have tracked them to the transaction that is on Bivio. In both cases they ...
2 messages
Dividends with Ex Dividend dates in 2018 that don't pay until 2019
We Own SDPR and ETF which had an EX dividend date on 12-24-18, but did not pay until 01-31-19. The dividend is listed on the Consolidated 1099 from our Broker TD Ameritrade. Bivio will not accept my adding a new dividend during the tax checking ...
6 messages
Express Scripts/Cigna merger
Has anyone figured out how to correctly input the merger into the Bivio tax system for it to account for the merger properly? There should be capital gains on the cash part of the merger, I think, that is not coming up on my tax ...
3 messages
NY and NJ State Tax Programs now Available
Roland our Treasuer did our taxes already. In Mass so I would have to assume she used it. Ludy Original Message From: Roland M. Barrett via bivio.com <user*15489300001@bivio.com> To: club_cafe <club_cafe@bivio.com> Sent: Wed, Feb 27, 2019 1:59 pm Subject: RE: [club_cafe] NY and NJ State ...
4 messages
NY and NJ State Tax Programs now Available
For those who were waiting for the NJ and NY tax programs to be released they are now available. If you have already generated your Federal tax forms, just go through the tax interview to generate them. Just a reminder that if your club is ...
2 messages
OREGON Taxes
Hi Leslie: This is from last year. I have attached your 2018 form 65 from the OR website. On Sunday, February 25, 2018 12:32 PM, Carolyn Louie via bivio.com <user*1721500001@bivio.com> wrote: ira smilovitz on 02/22/2016 You are required to file Form 65 if you have ...
2 messages
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