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 ...
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 ...
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: ...
I want to save my monthly treasurer's reports and then attach them to emails to my members. Not all are registered at Bivio. Using regular email. I used to save each report and then attach them individually. No save button or option shows on reports ...
Could someone explain the tax basis for individual members. The members of my club are questioning it. Examples: Member total paid tax basis market value xxxx 1694 5565.44 2247.13 ABCD 493.15 3611.76 2475.22 Do these members have a perceived tax lost or is it a ...
It takes them a while, but our friends at the IRS publish many reports analyzing tax data.A Here is some information about IRA's that just came out that I thought was interesting and thought some of you might find interesting also: At the end of ...
Today, I listened to a podcast that was recorded on the 14 th of this month by a fairly popular financial radio talk show host. A listener called in asking for advice about joining an investment club. The host advised it was very good idea ...
I noticed on some of the dividends that I have recorded into Bivio are recorded as interest and some as qualified dividends. My question is, does the program automatically decide/know that the dividend being inputted is qualified and not interest? Or do I change everything ...
I have account sync with TD Ameritrade. I have 4 separate posts to my transaction list that seem to double the amount of cash received. How do i handle this transaction. attached are the specific transactions. Which set of transactions can i delete to get ...