Not sure I understand all of it. My question we have a member whose name on roster is listed with Trust. should that be changed to just her name? Other member of the club do have trusts but I do not know who has what. ...
I have completed the move to Ameritrade and need to deactivate or close the Scottrade account. It is still showing up on my valuation report. Thanks, Mike Veteto
From: club_cafe@bivio.com <club_cafe@bivio.com> on behalf of Peter Dunkelberger via bivio.com <user*26984900001@bivio.com> Sent: Wednesday, March 28, 2018 11:36 PM To: club_cafe@bivio.com Subject: Re: [club_cafe] Partnership Taxes Did your broker or the funds send you a year end tax document? Peter Dunkelberger On Wed, Mar 28, 2018 ...
Someone please tell me how to do our partnership taxes, we only invest in mutual funds. We didn't sell any in 2017. Do we only report dividends as income? Please Help.
My club only invest in Mutual Funds. We buy $300 a month worth. While setting up the club what do I put for Acquisition Date, Adjusted Cost Basis, and Shares ? Also, when I do takes, do I just look at the gain in mutual ...
Some of you have been confused lately when you received messages sent to Club Cafe.A A They are the ones with [club_cafe] as the beginning of the subject line. Here is a description of what Club Cafe is and why you are getting the messages: ...
Wondering if you use beneficiary forms? If not how would you handle the situation. If you do, could you share. We have had our club 20plus years and have used a form but we need something more. Thanks Judy Chagnon
We have a new partner in our club. He was given a guest invite a few weeks ago and he has now joined the club. I can not use Add a member to get him in. I get a warning saying " This person already ...
Would it be possible for Bivio to provide an automatic logout after a period of time when no activity is taking place. Maybe after five minutes of inactivity, Bivio would logout automatically as a protective security measure.
NY state made a late change to the address club tax returns need to be sent to.A Before we became aware of this,A we had printed on the cover page that you should mail your NY state forms to an address in Binghamton, NY.A This ...
TDA just issued a corrected 1099-DIV for Qualcomm dividends. The December 2017 dividend has been reclassified as a Qualifying Dividend (it was originally reported as a return of capital). For those who care, you can complain to your Congressional representatives as the reclassification is due ...
We are holding some shares of First Solar. I read recently that they are being acquired by Capital Dynamics which is a private holding company from Switzerland. In our research we have not seen any details on what our shares are worth in the acquisition. ...
Apparently I entered the information wrong. Now having trouble completing taxes. Transferred funds from broker account to bank, where had been instructed to write check since were using funds from both. But entered full withdrawal info the following day, when showed that funds had been ...
Does anyone know of a way to verify that the Fed taxes I mailed USPS (certified, return receipt) on 2/27/18 has been received by the IRS? Here's the tracking info: The package is delayed and will not be delivered by the expected delivery date. An ...