Wondering if anyone has any examples of using the bivio as an external (web) data source for an MS Excel spreadsheet? I have been pulling the NAV and Member contribution reports from bivio into worksheets, and have created some graphs from these. Any info is ...
Ameritrade finally moved us from the Datek login to Ameritrade. Does anyone know if we can now use AccountSync? Also, for those who use this service, do you enjoy it and really save time and effort? How much clean up is involved at year end ...
Our club has been going for over 2 years with about 10 members (growing a bit lately). One problem we have is that half of our membership travels on business. So, we constantly have to reschedule meetings and presentations. Any thoughts on how we could ...
In a message dated 2/23/2004 9:22:27 PM Eastern Standard Time, t_hick@bivio.com writes: One of aou members left our club in mid 2003. Her profit was about $150.00. She moved out of New York and I do not think I can contact her about the tax ...
One of aou members left our club in mid 2003. Her profit was about $150.00. She moved out of New York and I do not think I can contact her about the tax forms. Do you have any advice on how to handle this situation???? ...
In a message dated 2/22/2004 11:23:41 AM Eastern Standard Time, wtaylor3@bivio.com writes: Wesley Taylor, Jr. wrote: > What action do we take when there is a decrepancy in the > amount report on our 1099 from our broker? The tax report we > did through ...
We started a club in 2003 and are doing well.We wanted to know if their are any clubs in the area you guys might know of? We would like to sit in one of their meetings.- Thanks.
Does anyone have a suggestion for balancing the difference at the end of each month's reports between Ameritrade and Bivio accounts? Ameritrade rounds its market values for each equity so getting the two accounts to balance is difficult. The amount that is off is just ...
In a message dated 2/16/2004 2:46:58 AM Eastern Standard Time, wtaylor3@bivio.com writes: What action do we take when there is a decrepancy in the amount report on our 1099 from our broker? The tax report we did through Bivio shows our qualified dividends as slightly ...
Our club had this issue with AOL. We purchased the 'old' AOL back in 1999 and we sold it when it spiked. We then purchased AOL after the Time Warner deal, and at that time the symbol was still AOL. Bivio was able to characterize ...
What action do we take when there is a decrepancy in the amount report on our 1099 from our broker? The tax report we did through Bivio shows our qualified dividends as slightly higher.
on 02/08/2004 20:32 I wrote Our club sold AES for a tax loss in 2003 and bought it again in 2004 - long enough later to avoid a wash sale. We want to keep track of this stock separately from the first buy and sell. ...
One of our members left this year making a profit of about $150.00. How should the club and the member file their taxes. We are new at this and have not come accross with this situation before. can anyone give us some advice???? Thanks Lab ...
Ok. Here's the scoop for 2003 Entries from box 2d of Form1099-DIV are already included in box 2a. The amount reported in box 2d should be allocated to the partners and entered on line 25 of Schedule K-1. There is no corresponding entry for the ...