Greetings, Does anyone know how to handle a member who only paid two payments about two years ago and then disappeared. We would like to withdraw him, but have no place to send check. Any help is appreciated. Thanks! Johnny
I suspect many of you will get a chuckle out of this: 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 the Club ...
The 1099 we received from our brokerage firm has the wrong name printed with our club name and address. It is the name of the president who was the primary contact when we set up our account, not the treasurer who will prepare and submit ...
Our club is interested in buying Seadrill (SDRL) which is headquartered in Bermuda. Will this be a tax problem later? Also, the word Limited in the name makes me wonder if it is a partnership although I can not find that word (partnership) on their ...
Lest you get the idea that the IRS is just a big scary place,A this page on their website proves they have a sense of humor: Tax Quotes Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! A www.facebook.com/bivio Follow us on twitter!A ...
We sold a stock this year that back in 2011 gave dividends as "cash in lieu of" which changed the cost basis to look different than the cost basis in bivio. How do I fix this in bivio?
I had 2 members marry in 2014 and when I got to step 4 of the bivio tax preparation page and the question about relatives, it said click next to add new relatives. But instead of being able to enter them, it went directly to ...
Hello all, Contrary to popular belief,A California has not yet fallen into the ocean. However the powers that approve the tax forms we provide for you have apparently taken a clue from the movement of the Pacific plate "at approximately 46 millimeters per year (the ...
Hi Laurie Any idea when the State forms will be available Original Message Subject: Re: [club_cafe] k1s From: Laurie Frederiksen < laurie@bivio.biz > Date: Sat, February 14, 2015 12:29 pm To: The Club Cafe < club_cafe@bivio.com > The ability for your clubs to prepare Federal ...
During the tax interview, we confirm our dividend records, including the ex-dividend dates. Finding ex-dividend dates can take some digging. Yesterday, I couldn't find the dates on the TROW web site, so I emailed Investor Relations at TROW. Today a nice lady at TROW called ...
I just found an error in 2013 that has of course carried into 2014. It had to do with a member who withdrew from the club and took his payout in transferred stock. We are doing an audit this year. Obviously we didn't do that ...
Cute PDF writer is also a free pdf program which works fine and is easy to use. Linda Pointe Players Sent via the Samsung GALAXY S(R)4, an AT&T 4G LTE smartphone Original message From: Mark Johnson <mr.johnson.1953@gmail.com> Date:02/03/2015 2:40 PM (GMT-05:00) To: club_cafe@bivio.com Cc: Subject: ...