Our newly formed club has sent checks via their bill pay to Folio. How do we reconcile who sent what since your transaction history does not list the name of the person. One of the checks did not post to our account and Folio cannot ...
I have a question about the lineal question. In my club we have myself and my two children, my brother and his wife and child. Do I include everyone together even though I am not blood related to my sister-in-law? Or do I click on ...
Most of the federal forms that print out from Bivio INCLUDING K-1's need to be sent in. Do not send in the withdrawal reports. Those are only for the member to do their taxes. The state return also must include the state k-1. Sent via ...
Laurie, et. al., Just got my 1099 from Folio. The qualified dividends came out to the penny but I have a slight difference between short and long term gains/losses. On short term loses bivo shows $152 while Folio shows $134, difference of $18. For total ...
Hi, I belong to a club that shares in several Vanguard Mutual Funds. Each month, I record the dividends received in various accounts as ordinary dividends. Vanguard just sent me the 2015 Form 1099-Div that provides the total dividend distribution (ordinary and qualified) for each ...
Unfortunately, A we are getting a lot of questions this year from clubs that have purchased Blackstone.A Equally disappointing is the fact that apparently it was suggested as a stock to study by Better Investing in their September magazine. I hope they also pointed out ...
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 ...
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 ...
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 ...
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 ...
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 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 ...
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 ...