To add to Paul Moeller's response below, you can expect to receive a second round of 1099-DIVs in March to allocate qualifying and nonqualifying dividends for those situations that may not be determinable as of 12/31/03 (such as late December dividends on stocks purchased in ...
We are just finishing up our first year as a partnership and I'd like to know if there is anything that I can do as the Financial Partner to prepare for our 2003 taxes. This is a two part question: 1) is there anything I ...
hi there how can I join your club ,or is it not open for new members thank you sorry for the member you lost in the mean time John >From: Gabriel Catania <gabe_c@bivio.com> >Reply-To: "The Club Cafe" <club_cafe@bivio.com> >To: club_cafe@bivio.com >Subject: club_cafe: Deceased Member >Date: ...
>>Our club has lost one of it's members and this is the first time we have conme across this situation. I'm assuming his wife becomes the beneficiary but how do we handle end of year taxes? Do we transfer everything under her name if she ...
>From: "John Jero" <johnjero@msn.com> >Reply-To: "The Club Cafe" <club_cafe@bivio.com> >To: club_cafe@bivio.com >Subject: Re: club_cafe: Deceased Member >Date: Mon, 17 Nov 2003 18:40:15 -0800 > >hi there how can I join your club ,or is it not open for new members >thank you >sorry for the ...
Our club has lost one of it's members and this is the first time we have conme across this situation. I'm assuming his wife becomes the beneficiary but how do we handle end of year taxes? Do we transfer everything under her name if she ...
Our club is trying to decide if we should sell some stocks before the end of the year. Is there a way to generate a report of all stocks sold during the calendar (tax) year with their gains and losses so we can easily figure ...
Do any clubs operating as general partnerships allow minor members? If so, how are they handled? One of our members wishes to establish an account in his grand-daughter's name in our club.
I would book the cash as a misc expense. I do not expect you are looking at any cap ex. transaction or any type of depreciation expense on this? So treat it the same as a check charge or a software fee. Juan Original Message ...
Hello Cafe , I need some opinios on the above subject. We started our club in 1999 we have 11 members various ages. We have 2 of our founding members ladies in there seventies who request to be inacctive members. They both feel the work ...
You can now compare your club's performance to popular indices. The new report is called the Benchmark report, and it is viewable from your reports page. We also have a special new club called the ICL Wager Portfolio. This portfolio was created by Lowell Herr ...
We have recently been switched from Mydiscountbroker to Ameritrade. When I requested checks for the Ameritrade account, I was told I had to apply for a Margin Account in order to have check writing privileges. Could someone tell me if there are any *disadvantages* to ...
As treasurer of our club, I got annoyed handling checks. So we all had members setup a PayPal account (free). Each month, members "Paypal" their dues to the Club's Paypal account which is linked to a checking account. Our Ameritrade account is also linked to ...
I've searched through the Bivio reports I don't see anything that reports a stock's actual (unrealized) gain. For example, a stock bought at $5 goes to $6, I want the report to show a 20% gain. All I see is IRR which is skewed when ...