Our club, Mt. Ararat, typically pays a withdrawing member with stock as discussed on this list a number of times. We did that again last June. The former member has asked a question about her cost basis that I cannot answer with any specificity. Can ...
Our club, Mt. Ararat, typically pays a withdrawing member with stock as discussed on this list a number of times. We did that again last June. The former member has asked a question about her cost basis that I cannot answer with any specificity. Can ...
Dividend reinvestment definitely complicates the reporting in the investment club environment. If all shares were sold, the broker should add wash sales to the cost basis. Not all make this adjustment. You may need to email copy of 1099 to Bivio to alter entries. They ...
On our broker 1099, they now report the basis to the IRS. I am having a hard time making my proceeds and cost basis match the 1099 report. I also have a number of items mark with a wash sale adjustment. The problem is that ...
Can someone please tell me what I am doing wrong. I have been sending questions to support@bivio.com and request for telephone calls without any response. As a last resort I sent a letter requesting a call and I am yet to hear from the Bivio ...
Can you please bring this up to date?A I think we have four positive periods: A April 2013-2014; A May 2013-2014; June 2013-2014; and July 2013-2014, so we should have one more yellow smiley face. A Thanks.
We finally received our 1099 from TDA. There is a $16 difference between "Total Ordinary Dividends" (Line 1a) and "Qualified Dividends" (Line 1b). I've traced the difference to the way I entered the dividend reinvestments for 2 of our ETFs (XLY and XLE). Apparently, a ...
Anyone else relate to this?A I've had the experience of being a stock-picking genius a€‹ Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! A www.facebook.com/bivio Follow us on twitter!A A www.twitter.com/bivio Follow Us on Google+ Click here to A Subscribe A to ...
Hi Laurie, In 2014 we sold off all of our Coach Inc stock which was purchased in 2004 and 2005. During my audit it was noted by my audit team that the sale was listed on our 1099-B as a "noncovered tax lot" under Long-Term ...
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 ...
After opening my tax forms in their PDF format, the "print" option under "File" comes up gray. I am unable to print. Tried right clicking but nothing comes up. Ideas?
Do not send the IRS the 1099. The brokerage house files documents with the IRS files which they use to match totals on the tax return. I am a tax preparer. Linda Wiltse Sent via the Samsung GALAXY S(R)4, an AT&T 4G LTE smartphone Original ...
I know it should seem obvious, but is it necessary to send the IRS our club's 1099? I thought they receive one as well. Should I include it in our mailing? Thanks! Johnny