I have been following this discussion as well. I am also a long time club treasurer . I think it's important for members to see their social security numbers on their k1, especially new members. So they can confirm that the correct information was given ...
Is it possible to generate a set of forms without the SSN that I can email to the individual members and later generate the same set to mail to the IRS and CA FTB?
We are a relatively new club, and one of our members is having trouble depositing money into the brokerage account. Our brokerage is Etrade. Most of our members have been able to set up a monthly deposit directly from their bank accounts into the etrade ...
I think you are all being a bit paranoid. I work in a tax practice and we enter SS numbers all the time in our tax program. You will cause far more problems if you make a mistake by manually writing in the numbers each ...
Thanks for sharing your process. I've been trying to think of efficient way of doing this. Sent from my T-Mobile 4G LTE Device Original message From: "A Hinds via bivio.com" <user*28730700001@bivio.com> Date:02/22/2016 15:07 (GMT-08:00) To: club_cafe@bivio.com Cc: Subject: Re: [club_cafe] Tax form question I'm our ...
As treasurer, I do have the SSNs in bivio. I am quite confident of bivio's security processes. And, I think there are many softer targets which are easier pickings. And if you ever had a government job, or applied for one, or had a security ...
We are a new family club of four members and I'm not required to file a tax form for our state (Ohio) for three of our partners. However, I'm new at filing a state form, and we have one partner who lives in OR that ...
Fidelity has a preliminary 1099 available. My Bivio dividends and the 1099 didn't match with the only difference being MDT. Per Fidelity, the 4/17/15 and 7/17/15 MDT dividends had part of the recategorized as return of capital. The amt of the return of capital is ...
We had two withdrawals of members and I see that for some reason they were not closed out and show up in 2015 how do I go back and close them out and redo our taxes for 2015
Our broker is telling us that we don't need to file because our total gains for the year was less than $10 (we are a new club).A Is this true?A Has anyone else experienced this?
The 5 state tax programs available from bivio are CO, CA, NY, NJ and PA For other states, we offer this option to get your state taxes prepared: State Tax Preparation If you want to see what your state tax filing requirements are, this table ...
If you login and go to Accounting>Taxes and you don't see the tax program, A it is because you do not have correct privileges in your club to do that.A You need Treasurer or Administrator privileges. This is how one of your current officers needs ...
Laurie, how is your book club with the Pat Dorsey "Five Rules for Successful Stock Investing" going? One of my club members is now reading this with me and if you have more quizlets that you plan to post we will certainly use them! If ...
Hi, Last year NOV performed a spinoff of DNOW on 6/2. We also received cash in lieu of half a share in the amount of $16.51. According to the 1099 from TD Ameritrade, the cost basis was $15.81. I noticed that this transaction was not ...