I am new at tax handling for the club. What forms do I send to the Federal IRS. I suspect we would file more than just the 1065? Are there any attachements that should go along? Steve Hannemann
Hi, Is it possible to use bivio to calculate the cost basis of shares purchased through a DRIP. I have transactions from 1997 that I need to go through to calculate my cost basis. Appreciate your response! Thanks, Murali
Hi there! The other day, I uploaded an SSG file to the general files section of my website. When someone mentioned that they couldn't download it properly, I went back to look. The file, while uploaded as an SSG (say, FDS.ssg) is being converted to ...
After entering 2001 records and generating the 1065 I noticed the reinvested dividends are not on the 1065 or the K1's. Did I enter the dividends incorrectly or are they not recognized?
I am trying to review my taxes and have a mis-match between BIVIO and my brokerage (BUY&HOLD). I had shares of picturetel converted to polycom with an exchange of stock plus cash. The cash amount is not coming out on the tax forms. Should it ...
Our club has 3 members who joined October 2001. Under the Annualized Internal Rate of Return column in the Member Performance Report it has these 3 members listed as NA. Could you explain why it has NA for these 3 members? Thanks Brent Tooth and ...
I've done a search to try and find the answer to this question with no luck. I have a member who wants out. I found someone to buy him out. the member's worth is not the issue, rather the physcial removal of the old member's ...
It would have been depressing last year but would it be possible to have a graph showing 'Value of one unit'? I know that is asking a lot. If that's too much, how about a page showing the 'Value of one unit' on a daily, ...
Hi Elizabeth, I'm not sure about your question, but if it has something to do with buy&hold and its cash-in-lieu maybe I can help. Now you state: >I have several small dividends that also have cash-in-lieu >transactions. I use Buy&Hold and since you can purchase ...
My club subscribed to Bivio for the first time this year and we've used the tax printing to complete our 1065 and K-1's. We ran into a problem trying to match some REIT transaction categories with the current categories that Bivio offers. Keeping in mind ...
I am the new treasurer of an investment club and have no idea how to enter the dividends that was received from the year end dividends and distributions summary from our former broker.