Our club has started the sync with TDA with no real problem. But now we are getting dividends posted but they are not showing who they are from. The drop down options to manually enter the info don't list dividends as a source nor do ...
Does anyone know of a way to verify that the Fed taxes I mailed USPS (certified, return receipt) on 2/27/18 has been received by the IRS? Here's the tracking info: The package is delayed and will not be delivered by the expected delivery date. An ...
Apparently I entered the information wrong. Now having trouble completing taxes. Transferred funds from broker account to bank, where had been instructed to write check since were using funds from both. But entered full withdrawal info the following day, when showed that funds had been ...
We are holding some shares of First Solar. I read recently that they are being acquired by Capital Dynamics which is a private holding company from Switzerland. In our research we have not seen any details on what our shares are worth in the acquisition. ...
TDA just issued a corrected 1099-DIV for Qualcomm dividends. The December 2017 dividend has been reclassified as a Qualifying Dividend (it was originally reported as a return of capital). For those who care, you can complain to your Congressional representatives as the reclassification is due ...
NY state made a late change to the address club tax returns need to be sent to.A Before we became aware of this,A we had printed on the cover page that you should mail your NY state forms to an address in Binghamton, NY.A This ...
Would it be possible for Bivio to provide an automatic logout after a period of time when no activity is taking place. Maybe after five minutes of inactivity, Bivio would logout automatically as a protective security measure.
We have a new partner in our club. He was given a guest invite a few weeks ago and he has now joined the club. I can not use Add a member to get him in. I get a warning saying " This person already ...
Wondering if you use beneficiary forms? If not how would you handle the situation. If you do, could you share. We have had our club 20plus years and have used a form but we need something more. Thanks Judy Chagnon
Some of you have been confused lately when you received messages sent to Club Cafe.A A They are the ones with [club_cafe] as the beginning of the subject line. Here is a description of what Club Cafe is and why you are getting the messages: ...
My club only invest in Mutual Funds. We buy $300 a month worth. While setting up the club what do I put for Acquisition Date, Adjusted Cost Basis, and Shares ? Also, when I do takes, do I just look at the gain in mutual ...
Someone please tell me how to do our partnership taxes, we only invest in mutual funds. We didn't sell any in 2017. Do we only report dividends as income? Please Help.
From: club_cafe@bivio.com <club_cafe@bivio.com> on behalf of Peter Dunkelberger via bivio.com <user*26984900001@bivio.com> Sent: Wednesday, March 28, 2018 11:36 PM To: club_cafe@bivio.com Subject: Re: [club_cafe] Partnership Taxes Did your broker or the funds send you a year end tax document? Peter Dunkelberger On Wed, Mar 28, 2018 ...
I have completed the move to Ameritrade and need to deactivate or close the Scottrade account. It is still showing up on my valuation report. Thanks, Mike Veteto