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Entering addresses and SSN
No offense intended to Bivio but we prefer to not have our home addresses and SSN's in yet another location "on the internet". With only 8 partners, we have always manually entered address and SSN on the tax return prior to mailing. It doesn't appear ...
7 messages
Section 199A/
I know you suggested that anyone owning a REIT should sell it. We own VNQ a REIT mutual and I explained the problem to our members but they opted to hang onto the stock. There are quarterly entries of Section 199A in the end of ...
3 messages
Tax Program Question- Country Origin of Foreign tax?
A question in the 2018 partnership tax interview is asking: To select the country for any investment which received foreign taxes? Our club owned EEM which is a Blackrock etf investing in a multitude of foreign stocks. Are we suppose to identify all the countries ...
7 messages
dealing with losses for withdrawing individuals if the club realized a gain
It isn't clear to me how losses can be allocated. Our situation is that a friend jumped into a partnership a friend and I have had investing in 2017 after becoming excited at our performance, but as the market sank they demanded to be withdrawn. ...
11 messages
nondividend distribution from Dr. Pepper
We received $3,700 from Dr. Pepper Snapple last year. This was from the buyout by Keurig. I thought this Was a regular dividend, but the 1099 shows it as a nondividend distribution. Can you tell me how this should be treated on the partner's k-1's ...
3 messages
Tax Program
Any idea when it will be available?
11 messages
Bivio
I am very satisfied with Bivio. Accounting would be impossible without them. Patricia Knapp Oceansurf Investment Club Sent from my iPad
1 message
Trusts
I know very little about trust. If a member has a trust, do all their assets go into the trust, or do they designate which go in. With the new tax laws, we are to identify if someone has a trust. I am not clear ...
2 messages
Cost Basis Reporting Terminology - Part 2
Here are some more terms you will want to familiarize yourself with to better understand the forms you'll be handling when you prepare your investment club taxes: Tax Lot If you have purchased a stock at several different times, including purchases you make each time ...
3 messages
ticker research pages
I went to the ticker research pages and what was available for me went through O. Where are the rest, I am sure they are there. What am I missing?
5 messages
Club-Friendly Brokerages
Our club loves bivio as well. Our brokerage is Etrade and we're very satisfied dealing with them. Linda Macdougall Tacoma Oddlot Ladies In a message dated 2/16/2019 6:19:23 PM Pacific Standard Time, user*30009800001@bivio.com writes: Ditto Sent from Yahoo Mail on Android On Sun, Feb 17, ...
1 message
Tax forms
Are there any updates on availability? Thanks and regards
5 messages
Club-Friendly Brokerages
Yes please. In a message dated 2/12/2019 2:27:15 PM Central Standard Time, user*13764000001@bivio.com writes: Carol, here is Mary Jo's response to my original question. "TD Ameritrade. We just started our club and they were the only brokerage firm that would open an investment club account ...
10 messages
Club State Taxes
Do clubs in Indiana have to file state income taxes? We have a member who moved to Indiana but joins us online, so we need to know if we have to file taxes for her. Phyllis Woodring Model Investment Club of Northern Virginia Do what ...
3 messages
Mutual Funds
Hi All I need a few good references for doing federal taxes for a club that owns mutual funds. Zach Sent from my iPhone
1 message