Is there anyway that I can go back and re-input fees as member contributions without messing up the 2001 tax year??? And without having to file amended 1065 and K-1's??? They were deposited in Oct. 2001. -Jay LA MIGRA
In the years that we have had our club, situations have arisen where we need to pay for expenses with a credit card. What usually happens is that I use my personal card and reimburse myself from the club account with a check. I think ...
Can anyone give me the name of a bank that has a "no frills" checking option foran investment club ? You know, no minimum balance, no fees, etc. Thanks in advance
Hello All !! Why is it, when foreign tax is withheld from a dividend the amount is not subtracted from the account? I have to manually subract it from the account to make the account balance. Putting the amount in the Investment Income screen doesnt ...
We just started using bivio, because I couldn't figure the taxes out. So I entered back to the beginning all our transactions. However 3 of our members withdrew and we paid them what they had paid in actual value. So when I try to use ...
Looking for someone in the DFW area with extensive Excel experience. Some statistics background and interpretation of data would be a bonus. Our club started in February 1997. Our 'Average Annual Rate of Return for All Members' from 2/97 to 5/02 is 22.4%. From 2/97 ...
Question for ya(s): When we formed our club (10/01), we all paid a $60.00 fee to cover expenses for software purchases, memberships, materials etc this fee did not purchase any units. We have approx. $700.00 worth of that money left. How can we go about ...
How do accounts for warrants that our club received when we opted to hold our Expedia stock rather than tender it to USA Networks. The symbol of the warrants is EXPEW. Thanks. Mike
My club has DRIP stock and an account with BuyandHold. Question: How do we transfer our DRIP stock to BuyandHold so that all of our stock is with BuyandHold? Thank you! Maxine
We released a new feature, which throws away email messages which contain executable attachments. We noticed an increase in infected PCs send messages to their clubs which contain viruses. By default, executable attachments are blocked. This prevents the spread of viruses. Very few users send ...
We have a checking writing with one of our brokers, on a money market account. It's used to cover expenses only, throughout the year (no stock purchases). We're charged a fee of $50 annually, which is taking out of this expense pot. So yes, I ...