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Snapshot vs Time Based
I certainly don't have to worry about any gain this year, but we have done OK in years gone by. By using the Snapshot method of accounting, can the income be reported as all occurring in the last quarter of the year (as with mutual ...
2 messages
Enron change from ENE to ENRNQ
How do we change the ticker for Enron now that it has changed?
2 messages
Subscription Fee's
How do I handle the $59.00 Subscription fee to Bivio? Do I charge each member a fee or do I include this in their payment? Do I put this as an expense and what kind of expense? Thanks, Michael Hall BigTen Club of Indianapolis
2 messages
club_cafe: Re: divident re-investment
Also if a campany charges a fee to have dividends reinvested on your behave, this is also considered income to your group. As mentioned by Ira, this information will be on the 1099-DIV form and if you enter the transaction correctly, bivio and the tax ...
1 message
divident re-investment
Our dividend reinvestments considered a taxable event? I assume any cash-in-lieu is taxable, but is the part re-invested taxable? Hopefully the tax software on this site has the answer and I don't have to think about it!
2 messages
Uploading Petty cash
Hi - I looked thru several archive articles on Petty cash handling in Bivio but still have a question. My club uses nca v1.04. We use the petty cash to pay non-deductible expenses. Can we upload our files to Bivio as is? Or do we ...
2 messages
How to get a member registered for stockup investment club
Janet Welsh (Janet54@aol.com) is a member of the stockup investment club but is not registered with ID and password. How do we correct this?
2 messages
Tax Agency
Our club is less than a year old so we have not gone through the process of including the club in our taxes. Can anyone recommend an preparation agency/company which might be familiar with investment clubs?
2 messages
Goodwill
With the change in goodwill accounting procedures that companies are now adopting, how does one compare past, present and future results in revenue and eps?
1 message
New club - 1065 & k-1's
Hello. We are new and need to know the procedure for filing tax returns. K-1 to all memebers, correct? 1065 is a summary of k-1 to go to IRS, correct? Do we get our forms from Bivio or should we get on our own? If ...
3 messages
Tax Forms With No Income?
We are a newer club, sold no stock, and the fee for Bivio, which is deductible is greater than our dividend income. We also had some broker fees (monthly fee at B&H) that are probably also deductible. So far we are a truly non profit ...
4 messages
tax forms
When will I be able to print my tax forms??? IRS has forms available My club meeting is tomorrow and I like to be prompt with tax info to my members. If bivio expects delays I want to cancel my tax season subscription. Please advise.
4 messages
Groups as partners and taxes
Please help! We have 20 partners in our club. 5 of the partners are actually groups that consist of three or more people. Only one of the groups actual has their own TIN. As the club treasurer, how should I report to the IRS for ...
2 messages
Paid treasurers
Our club has been operating 18 months and have just installed new officers. We are discussing "paying" our treasurer and would like some input from other clubs that pay their treasurer - are there any legal ot tax considerations? Should we add the agreed upon ...
5 messages
account sync
I would like to turn off the account sync feature. Is there a way to do this-I am more comfortable entering the info myself. Thanks Bullschmidtt Investments
4 messages