In a message dated 2/11/2005 1:38:16 P.M. Eastern Standard Time, jed_nov_fra@bivio.com writes: Ira Smilovitz must be on his computer 24 hours a day trying to answer NAIC tax questions. Nah, it only seems like that. And I'm here as well. Ira Smilovitz
Hello! Thanks to all who responded! It's nice to know that I can write a problem and get a quick response from interested, informed people. Hopefully I will be as informed one day, a goal for me. Let me restate to make everything clear Our ...
I think the answer is simple. There should be a button on the member page(s) for an expense. I see payment, fee, and withdraw, but no expense button. >> >>There was a discussion on this point on the treasurers' list about a year ago. The ...
-- Frank Novotny Rob Nagler <nagler@bivio.biz> wrote: > Frank D. Novotny writes: > > The members of the A.V. Investment Club want to thank Eric, > > Rob, and Karen for making the job of Treasurer a lark. > > Please also thank Paul. He's ...
We have just released v4.0 of stockfundas.com - Share your estimates as well as the Stock Study Guide with friends. - Zoning 25-50-25 - Management Evaluation Graphs - Enhanced Preferred Method Calculator - Improved user interface. Simpler and Faster! We are also giving away Bonnie's ...
This is such a basic question I know: I am confused as to whether club expenses (e.g. a club P.O. box fee) go on line 1 of Schedule K Form 1065, or on line 13b) of the same. My club is a Limited Liability Partniship ...
Our club collects late fee for dues not paid on time. Of course these late fees do not buy units for the late paying member. Is there any way to do a report on fees? What exactly is the software doing with the fees besides ...
I sold several stocks and entered them into the Bivio software. One of the stocks I sold, which should now have a zero balance, is still showing up in my portfolio and in the valuation. The transactions section shows the sale of the stock but ...
Good Afternoon, I'm working on the taxes for my investment group and I need to know the ex-dividend date for AT&T Wiresless. The transaction date is 10/28/2004. Since AT&T has merged, how do I find the ex-dividend date? Thank you for your help. Maxine Heard
The interview process has the option to select if a dividend is a qualified divident, but it does not print on the Form 1065 or any of the Schedule K-1s as a qualified dividend. Currently I will have to edit every Schedule K-1 and email ...
In a message dated 2/15/2005 12:14:52 P.M. Eastern Standard Time, jonsjunk@bivio.com writes: The interview process has the option to select if a dividend is a qualified divident, but it does not print on the Form 1065 or any of the Schedule K-1s as a qualified ...
In a message dated 2/16/2005 12:53:58 A.M. Eastern Standard Time, jonsjunk@bivio.com writes: Thanks Ira, upon further review Bivio calculated it correctly. We only held the stock for 21 calendar days, therefore, it is not eligible for the qualified dividend status (at least I understand the ...
While getting our club IRS forms in order I noticed a difference between the bivio-generated Schedule K and the 1099 report from our broker (Scottrade). I would appreciate any suggestions from those who use bivio for their club accounting as to how I should resolve ...
In a message dated 2/17/2005 2:27:25 P.M. Eastern Standard Time, alan1303@bivio.com writes: While getting our club IRS forms in order I noticed a difference between the bivio-generated Schedule K and the 1099 report from our broker (Scottrade). I would appreciate any suggestions from those who ...
I completed the survey and the taxes for our club. Only 2 of them had the Final K-1 box checked. Those 2 were for withdrawn members. We had another member withdraw. After reviewing her K-1, I noticed that her distribution was not in box 19, ...