Since Air Lease caused an corrected 1065 to be issued, when is the deadline for filing an amended 2022 return? Will the bivio software create and file an amended return electronically? Despite the IRS having a page titled "Guidance for Amended Partnership Returns" (https://www.irs.gov/e-file-providers/guidance-for-amended-partnership-returns) I ...
What dollar amount should be reported on my tax return for this item? There are 2 dollar amounts on the statement, $64,384.82 club basis and $377,096.64 market value, but only space for one amount in Turbo Tax. I would appreciate any help you can give ...
PLEASE!!!A I need to be set free of club cafA(C) also. Ita€(TM)s beginning to drive me crazy. Help.A I have tried. Tamarack Inv. ClubA From: club_cafe@bivio.com < club_cafe@bivio.com > on behalf of Diane Griffiths via bivio.com < user*16729000001@bivio.com > Sent: Thursday, March 9, 2023 7:25 ...
Our club has been with TD since 1994 as a partnership with EIN number. The club started with zero balance. We have had three difference treasurers. We write checks every year. Minh T. Le On Mar 19, 2023, at 3:07 PM, William Peterson via bivio.com ...
I can't believe this problem is unique to our club. We do not have a local bank account and need to write checks from our brokerage account. Unfortunately, at our current broker, we cannot have a check written to anyone other than the name of ...
Dear Laurie, I'm the treasurer of the Dwyer Inverment Club. I have a problem with the following issue: A member is resigning from the club because he is physivcally and mentally incapacitated. He has a power of attorney with a friend of his. He and ...
I would like to know what the 5 top financial metrics your club uses when evaluating stocks. Are club has grown to 10 members in the last year, and we are looking to evaluate and compare stocks in a more consistent manner.
We are happy to announce that IRS e-filing is now available. Treasurers can go to Account > Taxes and follow the instructions there.A PleaseA be patient. Your e-filed returns will remain in the "Pending" state for a while. You will receiveA an email when it ...
I am looking for other innovative ways to store copies of our tax documents besides printing and storing with my personal papers. I am aware that we want to keep all SS# safe. I would like a few of my other club members to have ...
What form do we use and when does that have to be in? I assume it should be sent in certified and signed receipt. Also if we aren't able to send paperwork E/filing, I have trouble with paying $549 for this year's Bivio Fee which ...
May I suggest that official Bivio associates identify themselves by putting [BIVIO] after their email name in this email list. This would help us zero in on information. Thanks
I am working on our tax return and question the following: 1) The balance sheet number on Other Investments does not agree with Schedule L. Schedule L does agree with BiVio balance sheet. The difference is $33.84. 2) Other assets amount does not agree with ...
We had a member who did a full withdrawal last year. He did a partial withdrawal earlier in the year and then a full withdrawal later in the year. On the withdrawal report it says "Note - any gain/loss realized on withdrawal must be reported ...