May I suggest that official Bivio associates identify themselves by putting [BIVIO] after their email name in this email list. This would help us zero in on information. Thanks
What form do we use and when does that have to be in? I assume it should be sent in certified and signed receipt. Also if we aren't able to send paperwork E/filing, I have trouble with paying $549 for this year's Bivio Fee which ...
I am looking for other innovative ways to store copies of our tax documents besides printing and storing with my personal papers. I am aware that we want to keep all SS# safe. I would like a few of my other club members to have ...
What dollar amount should be reported on my tax return for this item? There are 2 dollar amounts on the statement, $64,384.82 club basis and $377,096.64 market value, but only space for one amount in Turbo Tax. I would appreciate any help you can give ...
Since Air Lease caused an corrected 1065 to be issued, when is the deadline for filing an amended 2022 return? Will the bivio software create and file an amended return electronically? Despite the IRS having a page titled "Guidance for Amended Partnership Returns" (https://www.irs.gov/e-file-providers/guidance-for-amended-partnership-returns) I ...
I would like to know what the 5 top financial metrics your club uses when evaluating stocks. Are club has grown to 10 members in the last year, and we are looking to evaluate and compare stocks in a more consistent manner.
Dear Laurie, I'm the treasurer of the Dwyer Inverment Club. I have a problem with the following issue: A member is resigning from the club because he is physivcally and mentally incapacitated. He has a power of attorney with a friend of his. He and ...
Our club has been with TD since 1994 as a partnership with EIN number. The club started with zero balance. We have had three difference treasurers. We write checks every year. Minh T. Le On Mar 19, 2023, at 3:07 PM, William Peterson via bivio.com ...
PLEASE!!!A I need to be set free of club cafA(C) also. Ita€(TM)s beginning to drive me crazy. Help.A I have tried. Tamarack Inv. ClubA From: club_cafe@bivio.com < club_cafe@bivio.com > on behalf of Diane Griffiths via bivio.com < user*16729000001@bivio.com > Sent: Thursday, March 9, 2023 7:25 ...
My club has been with Schwab for over 20 years. There are four items that you may want to keep in mind while dealing with the transition: 1. Schwab allows check writing on the brokerage account. There is no need for a separate bank account. ...
Shouldn't Bivio have created a NJ Tax form (physical) to be filed with the state of NJ, not just the NJ-K-1 for my personal return for my NationwideIC, even though the club is not registered in NJ? According to your chart, https://www.bivio.com/site-help/bp/State_Tax_Requirements_Help A state return ...
Does the treasurer need to have their address on the brokers account? Do the checks go to the address of member listed on the brokers account if that person isn't the treasurer? Is there any reason that checks shouldn't be sent to the treasurer if ...
Our partnership wrote a check to a withdrawing partner that remains un-cashed after 90 days. The cost of a stop payment is greater than the amount of the check and the partner it was written to is willing to forgo replacing it. How should this ...