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.
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 ...
I have several small dividends that also have cash-in-lieu transactions. I use Buy&Hold and since you can purchase partial shares, many dividend transactions look like this : Dividend : 6.98 Re-invent: 6.98 = X fractional shares @ Y cost Cash-in-Lieu .01 This is on my ...
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 ...
Please forgive the ignorance of a novice investor, investment club member and investment club treasurer (sounds like a recipe for disaster, doesn't it), but is there no way to record and report short sells using bivio online accounting? We do have some very knowledgeable members ...
I am trying to use my AccountSync. On my club site I looked at the 5 options under Accounting, the 6 options under Administration, and the 2 options under Communications. Somebody give me a clue where 'AccountSync' for my club can be found! Thanks, Joe
What is the different between the Partnership Agreement and the club BY Laws. Do members have to sign the BY Law if it's different from the Partnership.
Hello, Our club is registered in Pennsylvania. I am an out of state memeber, in MA. How do I handle Interest income and Dividends on my State Return? Thanks for your time and help. /db :-))
Hello all, We have a member who is not a US citizen, and another wanting to join. Can anyone enlighten me as to the legal implications of this arrangement? Thanks, eliz.