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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
Club-Friendly Brokerages
I have no idea. The previous treasurer had cancer and died so I was unable to find out how we got here. When I took over as treasurer I wrote a letter to Computershare to ask them to send the information to me. I was ...
2 messages
Club-Friendly Brokerages
While recently seeking the correct form to update our club roster with our broker, I learned that our broker (Schwab) no longer opens new investment clubs or provides the support they once did for established accounts. Our club is grandfathered but it will be more ...
14 messages
Section 199A dividend
Our club owns AMT (a REIT) and each year I allocate the dividend as Qualified or Ordinary in Bivio after I receive the 1099. This year the 1099 shows the dividend as Qualified or Section 199A. Section 199A is not a selection in Bivio's drop ...
5 messages
Club-Friendly Brokerages
Susanne, I have been the "Treasurer for Life" in two Club and we both use Foliofn. What we/I like about Folio are 1) No brokerage fee, 2) Purchase in fractional shares so you can invest all your monthly contributions, 3) unlimited window trades, they trade ...
2 messages
Tax return due date and K1 to partner deadline
Hi: Is March 15, 2019 the deadline for filing club tax returns? Is there an earlier deadline for distributing K1's to partners? Thanks, scott
6 messages
Tax Question
If the club opts out, how does IRS know who the Partnership Representative person is? On Form 1065 Sch. B, the PR person has to be identified only if the club didn't opt out. Also, does IRS need, besides Form B-2, signatures of all partners? ...
2 messages
Is there any way to link my Bivio Member Data from my club to my personal Fidelity Account?
I don't want to link the club account to my personal broker account. However, Is there is any way to link my member data in Bivio to my Fidelity broker account for tracking purposes?? Fidelity gives me a "No institutions containing www.bivio.com/heidi_fredrick were found" when ...
2 messages