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
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 ...
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 ...
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 ...
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-- Frank Novotny Rob Nagler <nagler@bivio.biz> wrote: > Frank D. Novotny writes: > > The members of the A.V. Investment Club want to thank Eric, > > Rob, and Karen for making the job of Treasurer a lark. > > Please also thank Paul. He's ...
I think the answer is simple. There should be a button on the member page(s) for an expense. I see payment, fee, and withdraw, but no expense button. >> >>There was a discussion on this point on the treasurers' list about a year ago. The ...
Hello! Thanks to all who responded! It's nice to know that I can write a problem and get a quick response from interested, informed people. Hopefully I will be as informed one day, a goal for me. Let me restate to make everything clear Our ...
In a message dated 2/11/2005 1:38:16 P.M. Eastern Standard Time, jed_nov_fra@bivio.com writes: Ira Smilovitz must be on his computer 24 hours a day trying to answer NAIC tax questions. Nah, it only seems like that. And I'm here as well. Ira Smilovitz
In a message dated 2/11/2005 12:15:47 P.M. Eastern Standard Time, garbagecop@foxinternet.net writes: > How do I allocate an expense (not a fee) to an individual member? You estimate the average annual cost of postage and envelopes and have each out-state member pay into "the kitty." ...
The members of the A.V. Investment Club want to thank Eric, Rob, and Karen for making the job of Treasurer a lark. We changed from NAIC accounting last April. It is a great feeling not to do our tax. Don't have to do the 1065. ...
>>Our Form 1065 page one did not have any entries on steps 1 - 22. According to H&R Block, there should have been entries on this page. Page 3 did list our Partnership Taxes. Are there supposed to be any entries on page one or ...
Our Form 1065 page one did not have any entries on steps 1 - 22. According to H&R Block, there should have been entries on this page. Page 3 did list our Partnership Taxes. Are there supposed to be any entries on page one or ...
Hello! I see the option for an expense if the money is allocated amoung all members (either by percentage or equally), but I don't see an option to do an expense for an individual member. For example, some of the members of my club live ...
In a message dated 2/9/2005 6:55:36 P.M. Eastern Standard Time, pellwood@bivio.com writes: How many stocks does your club own? Are there any guidelines on the maximum number a club should not exceed? Yes, the maximum should not exceed the number you are capable of following ...