Is it permitted to identify sold lots in order to minimize realized gains if it does not adhere to First In / First Out? Thanks in advance for any replies. Scott
I just watched the webinar Preparing Your 2022 Club taxes and I am confused about who needs to opt out of K-3s. I understand the club can opt out when they meet all 4 criteria but I don't understand why a club member would need ...
Our club renewal is in Jan but we are considering disbanding the club in a couple of months. If we do, would we be able to get the prorated membership fee?
Hi everyone, Don't forget to register today for our two upcoming bivio webinars to help your club get ready to file your 2022 taxes. They are online, they are free and everyone is invited, but space is limited. Register now for both of them! How ...
Ken, Not that I know of recently. Mary Reynolds From: "Patricia Michalski via bivio.com" To: club_cafe@bivio.com Cc: Sent: Monday January 2 2023 5:45:48PM Subject: Re: [club_cafe] Bivio email address Thanks On Mon, Jan 2, 2023 at 2:02 PM Dan Lapp via bivio.com <user* 15604200001@bivio.com > ...
Please check your account sync to make sure there aren't any erroneous and/or duplicate transactions. I received an account sync summary that showed erroneous and duplicate transactions. I deleted from bivio and will keep an eye on my brokerage (Schwab) account but wanted to point ...
As I understand it, capital losses that exceed capital gains in the same year can be used to offset capital gains in the following year by the 'carry loss forward method'. My question is: does the bivio tax document for a year following one with ...
Hi, Account Sync did not bring in a dividend or interest paid Dec. 16. Also, the stock prices for my valuation date did not match Schwab. I redid my account link, but it did not to seem to fix things. I could not seem to ...
Hi everyone, It was great that so many of you could join us live last night for the Getting Ready for Tax Season webinar. If you missed it or want to watch again, the handouts and video are now posted on the bivio "Getting Ready ...
Our Club is disbanding so we chose to transfer all of the stocks remaining to members. The withdrawal report shows very large Capital Losses for several members ranging from -$5000 to -$50,000. Has anyone run into this situation and can you explain the reason why? ...
Until we hear differently from Bivio the email that requests you to Revalidate your email looks suspicious. If you move your mouse to hover over the LINK (without clicking it) it shows you will be responding to a really long email address that looks like ...
Hello ,A I have been the treasurer of our club for nineA years andA have had no problem with the Capital Gains/losses reports each year. Recently , we sold all of our holdings to enable us to disband. I have the brokers Realized gains/losses report ...