I apologize for my poor spelling on the previous note. JM Original Message From: Juan Mostek [mailto:juanm@bivio.com] Sent: Thursday, January 30, 2003 1:55 PM To: club_cafe@bivio.com Subject: club_cafe: S&P Sectors Here is a listing of the S&P industry sectors taken from AMEX.COM Go under ETF's ...
Is it possible to have each member pull his/her individual K-1 Tax Form directly from the Bivio site - to avoid sending it via mail? If so, how do you go about doing this? Ellen Laughingstock IC
A few months I wrote in regarding E-Trades Customer Service and Fees being charged. Today E-Trade forwarded a letter from The company offering to buy cost free with a voluntary sale of a company 's stock that was spun off and I ended up with ...
>>Thanks for the information that you provided. Our club is located in Philadelphia, PA. I don't know the rules for PA. Try calling your local chapter contact. Ira Smilovitz
Thanks for the information that you provided. Our club is located in Philadelphia, PA. >>I don't know the rules for PA. Try calling your local chapter contact. Sorry. I automatically assumed you are affiliated with NAIC. If not, try calling Harrisburg or rummaging through the ...
How is owning shares in a MLP (Master Limited Partnership) going to effect doing the books for Tax purposes?? How will it effect the K-1's that must be distributed to every member?? I know I have to wait for the K-1 from the MLP but ...
Good luck! Obviously, you have to wait for the K-1 from the MLP to arrive. Figure that will be in early March. Then you will have to transfer the information from that K-1 to your Form 1065. You will probably have to prepare the return ...
In a message dated 02/03/03 2:08:07 AM Eastern Standard Time, mtr8613@bivio.com writes: Does anyone know how I am supposed to account for foreign taxes witheld on dividend payments? Just enter them in the foreign tax field when you enter the dividend payment. If this doesn't ...
Does anyone know how a member's K1 should read if they withdraw out of the club during the year? Can they deduct the loss on their 1040 if their distribution is less then the total amount they put in or are they taxed on the ...
In general, there isn't much difference between the K-1 an ongoing member and a withdrawn member receives -- the end of year percentage (line d) will be 0% and the final K-1 box (line i) will be checked. There will be entries on line(s) 22 ...
NAIC recommends avoiding stocks where Institutional Ownership exceeds 80%. Conundrum: I've noticed that several stocks selected for the Stock to Study as well as stocks recommended by the NAIC Investor Advisory Service (IAS) exceed this percentage. While I realize that every rule has exceptions, what ...
1) The withdrawal report can be found through a link at the bottom of the accounting>>reports page. 2) Gain or loss on the withdrawal from the club is reported on Schedule D, line 1 or 8 depending on how long the person was a member. ...
on line #2 (Capital Gain Distribution) of my 1099 I have listed an "unrecaptured sec. 1250 gain, how should that be entered into bivio? Bivio choices are: 1. Dividend 2. Interest 3. Short term Capital gain 4. Medium Term Capital Gain 5. Long Term Capital ...