One of the members of our club has recently lost her spouse and has created a MAP (Medicaid Asset Protection) trust and has listed her portion of our club as part of the assets in her trust. In researching this kind of trust I've discovered ...
Our investment club has 20 members and started in 2000. We have all been faithfully contributing every month and now have a very large portfolio. We have all gotten older of course and want to reduce the value of the total portfolio. It seems like ...
I am in the process of disbanding our club. I requested checks from Schwab on multiple occasions to pay the annual membership fee and also to pay the members. The checks were distributed in the name of the club. I will have to open a ...
The Animal Planet channel has their "Puppy Bowl" there's "Shark Week" and Hollywood is doubling down on their GLP-1 dosages and getting fitted for the red carpet later this month. If you're unfamiliar with Manifest Investing, or participated a while ago, you're invited to explore ...
an entry from 2018 (Scott Trade) who we no longer use.. just appeared in January when I display our Account Summary. I have sent many messages for it to be removed the entry makes our current Schwab account not balance I am not in balance ...
What is the best way for withdrawn members to access their K1 forms form Bivio. If they are withdrawn do they still have access to login and access their K1 report? Or can I give that temporary access so they can print out their K1 ...
The bivio 2024 tax program is ready for clubs to prepare and e-file their 2024 IRS tax return.A E-filing is quick, easy, secure, and already included with your bivio subscription. NEW - This year bivio offersA e-filing for 2024 state tax returnsA for all of ...
I have been avoided the OPT out CPAR thing for a few years, but since we will redo agreement we should address it. See below. I do not have time to do it myself now. Hi all, Now that 2017 tax season has been put ...
In preparing my 2024 tax return, I am getting the following error from Turbo Tax when processing my K-1. Box 13 contains code AE with a dollar amount for expenses. The same item and dollar amount is also in Box 20 as Code B. This ...
Does anyone know if Air Lease has announced if any 2024 dividends will be reclassified as Return of Capital? I did not see anything for 2024 on their Investor Relations https://airleasecorp.com/investors/stock-information
How do we handle an ordinary dividendA in Bivio? It is included in Box 1A of the 1099-DIV. I don't see an option for an ordinary dividend, only a qualified dividend or special circumstances. This is described as a Pr Yr Cash Dividend for GE ...
In 2022, we purchased TTE (foreign stock). The cost basis as reported in trade confirmations is $29,998.62, the same as what Bivio imported. We sold the stock this year and the cost basis reported to the IRS by the Brokerage is $30,088.61. The difference is ...
My club has members living both in NY and/or Florida. Is there a tax advantage to using a Florida address for the club vs New York. Is there a tax benefit to the club members?
What state is your club registered in?A You need to file in that state. John RIce On Sun, Mar 9, 2025 at 12:34a€¯PM Anat Benjamin via bivio.com <user* 22119300001@bivio.com > wrote: My club has members living both in NY and/orA Florida. A Is there a ...