Does anyone know how a member's K1 should read if they withdraw out of the club during the year? Can they deduct the loss on their 1040 if their distribution is less then the total amount they put in or are they taxed on the ...
In a message dated 02/03/03 2:08:07 AM Eastern Standard Time, mtr8613@bivio.com writes: Does anyone know how I am supposed to account for foreign taxes witheld on dividend payments? Just enter them in the foreign tax field when you enter the dividend payment. If this doesn't ...
Good luck! Obviously, you have to wait for the K-1 from the MLP to arrive. Figure that will be in early March. Then you will have to transfer the information from that K-1 to your Form 1065. You will probably have to prepare the return ...
How is owning shares in a MLP (Master Limited Partnership) going to effect doing the books for Tax purposes?? How will it effect the K-1's that must be distributed to every member?? I know I have to wait for the K-1 from the MLP but ...
Thanks for the information that you provided. Our club is located in Philadelphia, PA. >>I don't know the rules for PA. Try calling your local chapter contact. Sorry. I automatically assumed you are affiliated with NAIC. If not, try calling Harrisburg or rummaging through the ...
>>Thanks for the information that you provided. Our club is located in Philadelphia, PA. I don't know the rules for PA. Try calling your local chapter contact. Ira Smilovitz
A few months I wrote in regarding E-Trades Customer Service and Fees being charged. Today E-Trade forwarded a letter from The company offering to buy cost free with a voluntary sale of a company 's stock that was spun off and I ended up with ...
Is it possible to have each member pull his/her individual K-1 Tax Form directly from the Bivio site - to avoid sending it via mail? If so, how do you go about doing this? Ellen Laughingstock IC
I apologize for my poor spelling on the previous note. JM Original Message From: Juan Mostek [mailto:juanm@bivio.com] Sent: Thursday, January 30, 2003 1:55 PM To: club_cafe@bivio.com Subject: club_cafe: S&P Sectors Here is a listing of the S&P industry sectors taken from AMEX.COM Go under ETF's ...
Here is a listing of the S&P industry sectors taken from AMEX.COM Go under ETF's -Prdoducts - Holdings for complete information and individual companies that compose the indusrty Product Name Symbol Issuer FORTUNE e-50 Index Tracking Stock FEF State Street Select Sector SPDR-Consumer Discretionary XLY ...
For a fast education on industry sectors I suggest going to AMEX.COM. They have a section on S&P sector funds and they show a listing of the companies that make up each sector. ALSO > Thanks to everyone who contributes to the Bivio thread. This ...
Believe it or not we get into this discussion very frequently. We have given serious consideration to the following: 1) Sector funds that would get us exposure in an area we are not familiar with (biotech/natural resources) 2) Exchange traded funds to garner the above, ...
I have completed the 1065 and K-1 for our new club started in Jan 02. The only thing we have to report is $3 each in dividends. No sales were made. Our club partnership is registered in the state of Michigan, but our partners are ...