LTG STG error
I have gone over this several times and can't determine the error. Dividends match up on all stocks. Sales match up on all stocks with correct dates. However the STG according to Bivio for the stock CHD is overstated about $6.00 and the LTG is ...
5 messages
form k-2
Did I miss something?A Our club's return has K-1s, K-2s & K-3s.A But the individual partners only seem to have a K-1 and a K-3.A No K-2 for the individuals.A Is that correct?A Is it correct that individual partners do not get a K-2? Peter ...
3 messages
Amended 1099 for Air lease
I thought I saw a message this morning about amended dividends for Airlease, where they were reclassified. I checked my 1099 at TDAmeritrade, and nothing has changed there yet, and I can't find the message from this morning. Wondering if I misread, or dreamed this. ...
4 messages
No page 7 on K-3 form?
Is there a good explanation why the K-3 form jumps from page 6 to page 8?
4 messages
Can someone post or the link/form for filing an extension. Our brokerage firm just amended our 1099. Our taxes were just mailed off Sent from my iPhone On Mar 8, 2022, at 9:49 AM, ira smilovitz via <user*> wrote:  Schedules K-2 and K-3 ...
2 messages
nondividend distribution vs nonqualified dividend vs qualified dividend
Hello, There are only 2 fields to enter dividend info. There are 3 different categories on my 1099 so which of the 2 should be combined or should one be ignored? Please help.
8 messages
Non-Resident NY Return Required
Our investment club formed in June 2020 and this is the second year to file taxes. This year the system generated a state of NY form for the partnership and individuals (didn't last year for 2020) as we do have one member who resides there. ...
1 message
Certified mail for federal return
Does an electronic return receipt satisfy as proof for timely mailing of the return? Or is the paper return receipt the only one allowed? Thanks. Carolyn Sturgis Sent from my iPhone
4 messages
The K1's for our members only has a K1 and a K3. Shouldn't there be a K2? The 1065 has K2 forms included but not the individual K1's. Thanks for the help! Cheryl Sent from my iPad
5 messages
Addition to Bivio report
Hello Does the brokerage report have to be downloaded separately from brokerage company and then printed and added to the report Bivio generates that you send to the IRS? Or is the Bivio generated report all that is required? If so, and was not printed ...
2 messages
How to download PDF of K-1 for members who can't do it themselves?
I have two or three members whom I will need to get the PDF to them of their K-1. Is there an efficient way to do this? I will probably take the entire PDF of the 1065 to Office Depot and have them print a ...
10 messages
As long as the P&L matchesA Short Term or Long Term.A I believe it should be OK between 1065 and 1099 Alessandro On Sat, Mar 5, 2022 at 6:13 PM Debra Germany via <user* > wrote: Newer club.A Last year 1st year matched ...
2 messages
How can we send a message to the Congress members who matter
So what specific legislation led to this morass? I speed-read the AICPA letter, but don't see that it cites the specific legislation, much less the nitwits who proposed and passed it. Those are the people I want to write to. Does it make sense to ...
5 messages
Tax K1 has 10 pages for each member!
Giving 300 pages for federal return of which I need 4 copies. With state returns I must print and mail 1450 pages, re-do my addressed envelopes because not big enough. Seems unnecessary for $7 of foreign tax credit per member. Never had more than 1 ...
21 messages
Newer club. Last year 1st year matched with no problem. This year TDAmeritrade 1099 doesn't show 4 purchases and shows a DIV amount that isn't coming up in Bivio. Bivio is also recording a higher value than TDA overall. Any suggestions on correcting this? Where ...
4 messages