Can a club re-file an amended Federal Tax Return? If an error is discovered after a club E-Files their return, after the error is corrected can the club use bivio to re-file the amended return?
Hello, Is anyone seeing issues with the new Fidelity sync process (in 2026)? I am seeing the following issues and needless to say, very worrisome. 1) The process runs once every two days (seems like) however, it doesn't pull in all the transactions. For example, ...
We've invested our cash in the Schwab Monthly Income Fund (SWLRX). Our 1099 shows different characterizations from Bivio for the divided payments. How can I simply adjust the dividends? When I attempt to change the bivio entries I can't get the qualified dividend amounts to ...
Greetings! Filing our clubs taxes like we normally do thru bivio, we have run into a bit of a snag this year. We received the following notification from bivio: "Problems with Tax Documents Your club owned an investment during the tax year which has accounting ...
Auditing our club tax before filing, I noticed a discrepancy of over $20,000 on short term capital losses and upon further research, I see some option trades done in June-October 2024 for NVDA are all missing from Bivio records so somehow account sync hasn't picked ...
Go to Accounting > investments. Click on the plus or minus icon (based on the opening transaction). Enter the ticker symbol for the underlying security and click call/put options. Find the exact option you need and select it. Complete the security buy or sell screen.A ...
Schwab issued a revised 1099 for our account about 10 days ago, but looks like Bivio is using the old 1099 for tax return preparation. How do I go about deleting the old one and adding the revised 1099?
Return to the taxes page and re-do the interest/dividend and 1099-b reconciliations. Then retake the interview and regenerate your return. BTW, these questions are best directed to support@bivio.com .A Ira Smilovitz On Fri, Feb 27, 2026 at 1:49a€¯PM Mehran Mikail via bivio.com <user* 35669500001@bivio.com > ...
We have two members who have withdrawn this past year. The payout was completed. I left them on the Roster so they could access their K-1. Now that they have done that, how do I change their member status to Withdrawn? I'm obviously wording my ...
Is there a straightforward site to find the spinoff financial information for Honeywell's spinoff of Solstice on Oct 30, 2025 (one Solstice share for each 4 Honeywell shares owned)? I tried using the Bivio spinoff calculatorA with closing prices and a parent percentage found online. ...
In preparing for our club audit, the only records that do not agree are the cost basis amounts for some of our stocks. I've been working with support@bivio.com to reconcile these issues, but our members are patiently awaiting their K-1's and I'd sure love to ...
I am attempting to track down our CA SOS number. We are a General Partnership. Bivio support stated "General partnerships which did not have a SOS number should have been issued a 9 digit temporary one around December 2021". We were established in 2022. Does ...
My club uses fidelity, they just distributed our official 1099 (3/11). On it is a dividend payment from 1/30/26 for SPY. I called in to get this fixed but Fidelity claims we have to file this dividend with our 2025 taxes. This is the only ...
Reconciling our 1099-B on Bivio I see a number of transactions with incorrect cost basis. There are due to the transfer of stocks from TD Ameritrade to Schwab where cost basis is not recorded and only shows as Journal Transfer of shares.