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Club closing
Note, that the IRS might care about the 3 month deadline. And if they do, it's a substantial penalty. I had filed within 3 months, but the IRS sent a late filing notice with a large penalty. The notice says the penalty is $210/partner per ...
8 messages
Current Summary of Brokerages for Investment Club (is there one?)
Has anyone prepared a current comparison of Investment Club & Bivio friendly brokerages? I am Treasurer of two clubs currently using TDA. Neither one has been notified of the transfer date to Schwab, but I want to be ready. Especially if we decide to go ...
4 messages
Accountsync with Schwab??
How do I setup accountsync with Schwab now that the move has happened from TDAmeritrade? On May 25, 2023, at 8:21 PM, Carole Jansen via bivio.com <user*8441200001@bivio.com> wrote:  Bivio does AccountSync with Fidelity. My club has been with Fidelity for several years now and ...
2 messages
Rule #1 spreadsheet
Hi Is there an up to date version of the Rule #1.xls file? The version on https://www.bivio.com/iclwc/files/Public?expand=29418500003%2C29423000003 is 3.02 dated 11/12/06 and does not work (uses moneycentral.msn.com which is longer active). Thanks Orm
1 message
Centralized Partnership Audit Regime (CPAR)
Where in the recent 1065 federal tax returns is the person chosen to be the CPAR representative reported as the desiginated representative. I see on each K1's header sheet, a mention that our club has opted out of the CPAR but have not found anywhere ...
2 messages
Club closing
Does Bivio do this for you (for a fee) or would a tax person do this for us (for a fee) Fear of doing it wrong! We have a lot of capital gains and member are all elderly and worried about the taxes.
9 messages
Does more than one account at Schwab interfere with Bivio sync?
Our club will be migrating from TDA to Schwab in the coming weeks, and we are wondering if having a Personal Account with Schwab will intefere with our club's Bivio sync? When transitioning to a Schwab Account, I was asked to supply personal info, and ...
3 messages
New ways to research for new investments
We use BetterInvesting, Stock Central/Roster of Quality, Bivio, and various others. We are looking for some new direction and ideas for research for new investments.
7 messages
Problems Transferring Account from TD Ameritrade to Schwab
We have been an investment club for 25 years. We are getting the run-around from Schwab. We should have been "grandfathered" and shouldn't have any issues. We have been trying to add assistant treasurer to Schwab account. This has proven to be a real problem. ...
3 messages
Schwab/TD Ameritrade merger
Our club uses TD Ameritrade and it will move to Schwab in a couple weeks. All members currently use autopay from BMO bank for our monthly club contributions to TD Ameritrade. Does anyone know whether these autopay contributions will continue once our TD Ameritrade account ...
2 messages
additional info on streaming services and profitability
https://cordcuttersnews.com/many-streaming-services-may-shutdown-this-year-as-the-dumb-money-era-of-cord-cutting-is-over/ Found this short article though it may be hard to read with all the ads!! (Could not find a print version) - apparently streaming services were propped up by investors and/or big production companies for many years and that is coming to an end. ...
3 messages
Trouble with the IRS
On Monday I received a letter from the IRS stated we owed $2200.00 for a late arrival of our return. Long story short: It was mailed on March 9,2023. I sent it with a return request. They got it on the 23rd of March. I ...
13 messages
Closing our club.
Should we sell the stocks or tranfer member shares into their own accounts?Is there a certain way to transfer stocks that we purchased a number of times?Are the stocks transfer into their account treated as new stock and need to be held for 1 year ...
17 messages
Transition from TDA to Schwab
My club has been with Schwab for over 20 years. There are four items that you may want to keep in mind while dealing with the transition: 1. Schwab allows check writing on the brokerage account. There is no need for a separate bank account. ...
32 messages
E-filing in NJ
Has anyone tried it yet? I'm pretty browser savvy and I can't get past the Java issues that exist on the NJ treasury website. I've tried using Edge and Chrome, to no avail, even following the directions included in the Bivio filing instructions as well ...
27 messages