The documents that appear when I click on "Download Club's Complete Tax Documents" are Form 1065, a K-1 and instruction page for each member, and the attachment for Schedule K line 13d. However, when I check the "Expert Tax" box, additional forms appear in a ...
No, you do not have to submit forms that do not contain data. Ira Smilovitz In a message dated 3/6/2006 6:19:01 P.M. Eastern Standard Time, cpapke@bivio.com writes: The documents that appear when I click on "Download Club's Complete Tax Documents" are Form 1065, a K-1 ...
I know this is probably a dumb question, but do I file the K1's with the federal 1065. I cannot remeber if I just send in the 1065 and attachements, and include copies of the k1's or not. Steve
Hi everyone, A club member and I are heading for the NAIC Iowa Education Fair this weekend. We were asked to providing "dueling director" stock reports. I just uploaded complete reports to our Crow River website, if you are interested. Go to www.bivio.com/crowriver/files and click ...
I am trying to get all the stuff I need for the annual audit. Does anyone out there have any suggestions about how they do the audit and what reports I need? I see that last year's audit went over the Cah journal listing. That ...
I have used CA2 and have used naic accounting for 10 years and am trying out Bivio. I don't find a cash journal. What do you use to find errors between your valuation statement and the brokerage account.
I have printed out the individual full withdrawl in cash forms for our members who left the club and were paid off in Jan. 2005. Where do I print out a copy of the IRS form to give these members to use with their 2005 ...
For clubs importing their NAIC data into bivio, please let us know if you find discrepancies in your data after import. Typically this is a result of the data conversion process and we can fix the error and resolve the discrepancies. If you run into ...
In a message dated 3/22/2006 8:37:49 P.M. Eastern Standard Time, cpapke@mindspring.com writes: Our club bought some stocks today, and the broker gave the following information about the transaction: Bought 50 XXX @27.7952 (1400.75 was subtracted from our account) (50 times 27.7952 = 1389.76 plus the ...
Is it possible to create a .txt or some other type of file with standardized trade information that could be imported into Bivio? Our club makes several trades and our broker is not on the list for account sync. I spend quite a bit of ...
Somehow last year our club concluded that we should sign Form 8893. Now we realize that this is mostly a bother to us and by signing this form we are merely making life easier for the IRS. Must we resubmit the form again this year ...
Hello all, Just a quick note to let you know we updated the Crow River Investment Club website. We have a new look and a new layout. We removed a few things and added others. It's a good place to go for club education ideas. ...