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 ...
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 ...
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 ...
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 ...
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 ...
I would just like to say that between the two clubs I have been in we have used Bivio for our operations. If I am not mistaken my first club signed onto Bivio not long after it started operations. So I must say that we ...
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, ...
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and I have had investing in 2017 after becoming excited at our performance, but as the market sank they demanded to be withdrawn. ...