our club is breaking up. our Bivio subscription ends on Feb 15 2016. do you think it is necessary for us to pay another year subscription from 2016 to 2017 to accommodate the tax preparation for next year. We will be closing all our accounts ...
During our meeting the treasurer will write the check and the president will sign it. Hopefully this will prevent any funny business since two people are involved while members watch. Only have one account which is with the broker. Laurie Frederiksen <laurie@bivio.biz> wrote: A good ...
One of our members (actually two, a husband and wife) have received a letter from the IRS indicating that they have been selected at random for a compliance research examination. Among the documents requested are printed copies of their K-1's (no problem) along with "calculations ...
As we come to the end of yet another tax season, (your returns need to be filed by Monday April 18), A it's a good time to laugh. A If you still have tax questions, A maybe Bill Bryson can help. Your Tax Form Explained ...
Laurie, I have a question about the Shares Held column in the listing of the Top Club Holdings. For instance AFLAC Inc. is shown as 2.6328. I don't understand what this number means. It can't possibly mean that there are 2.6328 shares held by all ...
We are happy to let you know that NJ has fixed their e-file program.A It is now ready for you to use to file your NJ state taxes. A Ira Smilovitz has written up an instruction sheet (attached) for using the program for you. Just ...
I recently noticed that Under Armour (UA) has undergone a 2 for 1 stock split. Our brokerage account (TDA) reflects this but I don't see anything yet in Bivio. Is there something explicit that we need to do for this? Or will this be handled ...
Interesting story: We had a couple whose return was rejected when efiled because someone had filed a fraudulent return in the husbands name. To add insult to injury, 2 weeks later he gets a bill from TurboTax saying they did not get paid for the ...
I agree with option one. It takes about 30 days for paper returns to get in the system. The IRS does not like getting second copies so that often causes problems. Linda TAX PREPARER Sent via the Samsung GALAXY S(R)4, an AT&T 4G LTE smartphone ...
I mailed the 1065 for 2015 to the IRS on April 4th. I did not specify a return green post card this year (first time) as the clerk said their on-line tracking was sufficient. The tracking shows the envelope reached Salt Lake on April 6th ...
Interesting article on how the NFL is now educating the players.A Considering all the horror stories of payers filing bankruptcy this seems rather reactionary.A But still,A it never hurts to review good concepts. Mark Eckman Take the same finance class the NFL gives its players ...
When I took over as treasurer I had all sorts of issues with those dates and the way we did our payouts. It was complicated by people who took weeks to deposit their checks. I had the club rewrite the bylaws to specify the valuation ...
The New Jersey Division of Taxation has released the 2015 web application for filing the NJ-1065 Partnership Return but the application is buggy.A Investment clubs that are subject to the filing fee A may be able to file their 2015 NJ-1065 at this time. However, ...
There are two dates listed to use when filling out a member withdrawal: the "transaction date" and the "member valuation date". I've always assumed that the member valuation date fixed the end date for transactions, and the transaction date is used to record the correct ...
There are two dates listed to use when filling out a member withdrawal: the "transaction date" and the "member valuation date". I've always assumed that the member valuation date fixed the end date for transactions, and the transaction date is used to record the correct ...