notesss claim credits

You can claim the mortgage if you still have the mortgage back in 2021, because right now we're we're at the deadline of 2021, 2021 is over for those credits. December 31st, 11:59 p.m.. So if you still have the mortgage or you still have the mortgage payments in 2021, you can claim.

01:10:22:04 - 01:10:44:20

Telegram room?

Everybody's asking if I because I guess there's a lot of people on here. Not in my telegram room. Yes, I have a telegram room where we go one, we go all four, where we go, one we go all to, and it's all in the initials with the letter four or the letter two at the end. So you can find me there.

01:10:44:22 - 01:11:23:01

Are we State Nationals?

Do we need to remove ourselves from the US corporation and become state nationals before we do this? No, that's not what we're doing here. We're simply making ourselves the trustee over the ALL CAPS name and Social Security number. Okay, okay.

Debt in Collections?

Another thing with regards to people that have, let's say, credit card, debt that's gone into collections, you are going to claim debt collection debt because that became a new security I have gotten.

01:11:23:01 - 01:11:50:12

Mortgage

It's been approved because what they did was same thing. Like I use the mortgage example, when you did your mortgage, it got transferred to another person, to another third party. That was a breach of contract right there. But we're not going to go into that. So what it is, is you're going to use debt collection agencies information because you received the letter and you're going to put in the dollar amount that they have, which is probably a new dollar amount.

01:11:50:14 - 01:12:14:00

Court Case

And you're going to barter that and you're going to get the credit for it, not them. And if there is a court case, you can claim that also. Yes. If you have a court case, your account number is the case number. Your shift number is your Social security number. This is regard to the 1099 B. So I don't want to confuse anybody.

01:12:14:02 - 01:12:34:21

But however you can write it down on your Excel spreadsheet you have a court case. It doesn't matter what type of court case it is. Even if there's alimony, child support. We've been arrested for whatever. And they told you that your bond was $50,000. This is also. How are you going to make the case go away? You're going to hit them with a two shot deal.

01:12:34:23 - 01:13:03:08

Child Support

You're going to turn 99. Be that case. Put the bond number on that. But the alimony amount that they're saying you you have to pay the child support of that. They said you have to pay and watch the case go to work. So anybody in, credit card collections, even though they might have a, a suit against you, you can make it go away with this process and get money from it.

01:13:03:12 - 01:13:37:03

Sold House?

So now you pay. They're paying. You. Okay. Somebody else wrote I sold my house in 2010. Is that okay? No. We can only go back three years because this is a trust. So estate and trust can only go back three years. That's the, statute of limitations within their jurisdiction. So sorry. No, we can only do 21. And the clock is on us until December 31st, 11:59 p.m. to do 21 things and on work.

01:13:37:05 - 01:14:22:21

Married and Divorced multiples

Okay. All right. Somebody wrote I've been married three times and divorced, so use all the names. That's right. Okay.

Use Profit and Loss statements?

Can we do P and L for the year from QuickBooks. What is P and QuickBooks? Collect. That was you. Let me unmute you. Profit and loss. Profit and loss from QuickBooks. Yes. So in other words, I can run a profit and loss statement on everything for the whole year because I keep track of every penny.

01:14:22:23 - 01:14:40:09

So instead of doing everything on a spreadsheet and doing all that hunting and going through, you know, files and all that, I already have everything. Okay, so you have the account number, the address, telephone number, email already.

01:14:40:11 - 01:14:51:11

Well, I can't say yes because I don't even know what I mean. What I've got. But yes, it'll be easier to find.

01:14:51:13 - 01:15:03:07

Okay, I would suggest using, QuickBooks. I would suggest going through your bank accounts, because that's what the IRS is going to look at anyway.

01:15:03:09 - 01:15:28:04

That's a lot of double work. I mean, everything that's in my bank account is in my QuickBooks, okay? And it's already categorized. So I'm sorry. What was that? It's already it's our go ahead. It's already categorized. You know, by my account.

01:15:28:06 - 01:15:57:08

Okay I'm sorry I missed it. I misunderstood that from. Yeah. That's fine. Okay. You can use those numbers for you. Can I just may ask you another a question on on being married three times. So you put all the names on one line. You don't have to have separate forms or separate whatever for all these different names. No, because every time you use the name, you use the same social.

01:15:57:10 - 01:16:21:09

All names connected to Social

It's still connected. Okay. But what name would you put first? You can put any make it complicated on. It's just simply every name that you have used and that's it. You just move forward. It doesn't need to be an order. They're not looking for an order. They just want to make sure that all these names are connected to the same social.

01:16:21:11 - 01:16:45:01

Okay, so then I would not use my middle name. Then. Yes. You need to put down your middle name, your okay. And the maiden name. Yes. Everything that came in ALL CAPS. Because when you got your, marriage certificate, it's in all capital letters. Okay. All righty. I just need to read these, these instructions, which I'll do that tomorrow.

01:16:45:03 - 01:17:12:05

Okay. When, your claim credits guide. Thank you so much. Thank you. Thank you. I filed with Russell Gould for a claim of life a few years back. After that, I had no idea what to do with it. Does this conflict with the claim claim? I'm not sure what that is. Okay, I don't know how to help you with that question.

01:17:12:07 - 01:17:41:09

Break down Mortgage payments?

On your monthly mortgage payments, they include property tax and insurance. When adding this monthly payments up, do you break it down to only principal and interest or the total payments? No, but don't overcomplicate it. It's the whole payment. So even if they did a statement and said mortgage, insurance or whatever it is, the whole payment, that whole total each month.

01:17:41:11 - 01:17:53:03

Okay. Would men in black be showing up at our doors after we do this? No.

01:17:53:05 - 01:18:19:01

You have power of attorney. You have the right. Can you correctly. And even if you messed up, let's just say you mess up. The IRS gives you a chance to fix it because the door is open for us to do this. Okay? Somebody else asked, isn't this being done automatically with necessary?

01:18:19:03 - 01:18:43:04

I'll tell you a secret. This is your this are understand that the Republic is for the people, by the people, and you have to do for you. Now this. We're not under control by anybody. Nobody is in office. Nobody's in control. We are control of ourselves. So this is your this are giving your credits back. So waiting for a mysterious person to enter

money into your account.

01:18:43:06 - 01:19:13:17

You'll be waiting forever. Right? Just be honest with you, because I'm not going to lie to you.

Married a Non US citizen?

My question is, what is able to be done with people that married a spouse from out of the USA? Is this plausible or a special way to be done? I'm not understanding the question. Are you asking, can they do it?

01:19:13:19 - 01:19:40:08

They would have to do it from where they live now, if they paid bills and things that have been no security number from the United States, they can do this process, but they need some form of the United States, stuff their, their property. They need a United States, birth certificate or a Social Security number. Hello. And do their own process.

01:19:40:10 - 01:20:06:15

Okay. Can you hear me? I can, I'm not sure who's this? Is the person that wrote it. Oh, okay. There you go. Okay. I'm married. A wife from Ukraine, and I need to know how I could do this. She used to have a birth certificate with the former Soviet Union. And so how would I get her certificate to be honored?

01:20:06:17 - 01:20:30:22

Does she have a Social Security number? We got her our Social security number. She's been here for two years. I'm sorry. What was that? She. She does have a Social Security number. She's been here for two years. Okay. Does she have some form? A copy of her birth certificate? She has her original birth certificate or she has a copy.

01:20:30:24 - 01:20:56:16

It looks totally different from ours. It's the former Soviet Union's birth certificate. And most of their records is gone because the country system. Yeah. That's fine. Okay. We still need to make her own trust, you know, to claim her credit. Okay. And then you also ask what to do. Certified mail return. That's the certified mail thing beforehand. Sorry.

01:20:56:16 - 01:21:17:00

Go ahead. We answered that. Okay. Very good. Let's see, how do I use my wife's birth certificate on this platform from the former? Oh, that's you also. Okay, let's.

01:21:17:02 - 01:21:45:22

We are ready. State nationals. Are there any docs we should avoid sending? I had to get a driver's license. Even though I had revoked the prior one. You can use the prior information forms. Is not expired. Okay. Do you submit any receipts, such as a copy of your bank statements with your forms? No. That is for you to go through the process.

01:21:45:24 - 01:22:25:21

They're going to investigate anyway. So that's why you have to go by your bank statements. Because that's your your proof of what you're claiming. These credit.

Does this have to do with redemption?

Somebody said can they can this be filled out at the time of redemption, or does it have to be complete before the redemption? This has nothing to do with the redemption, right? So, you know, when you do go to your redemption center or appointment, wherever you're going to go, this is a completely separate deal than that.

01:22:25:23 - 01:22:32:23

That is based on foreign currency that you have in your possession.

01:22:33:00 - 01:23:05:17

Drivers license copy reqs

On the driver's license, do they need front and back? No, just the front. Okay. Let's see what if your birth certificate is name is not in ALL CAPS. That's foreign moms is not in ALL CAPS. No, there is no security card is. So it's okay. Again they're asking about instructions. It will be posted in my room. I have already done my secured party credit or trust I'm more ready.

01:23:05:17 - 01:23:34:06

The trustee. Can I use that as my trust and fill up form 56 again as I process the credits now, because I can guarantee that you do not have the ALL CAPS name, all the variations of your name and your Social Security number and schedule a trust property. It has to be in the transparency. Okay, the only way to get an EIN on IRS is by establishing a trust.

01:23:34:06 - 01:23:43:14

Correct? Now you can actually get an EIN right now without the trust. Okay.

01:23:47:21 - 01:24:23:17

Let's say you're on your monthly mortgage payments. They include property tax and insurance. Adding this monthly payments up to you. Break it down to only principal and interest and total payment. I think we did answer that. Yeah. Can I use my estate in now. You want to get a separate EIN just for this. So if your initials are trj it's trj revocable Trust and that's what you're going to get an EIN for right.

01:24:23:19 - 01:24:48:05

This is simply just to claim the credit. This first is is not going to be used for anything but green in your credits to get the check and deposited in that account. And you can continue to conduct business as normal. You're going to want to pay your bills. You're going to want to accumulate debt now, because that's how you keep your credit.

01:24:48:05 - 01:25:11:12

It's going year by year by year. Everything that you're doing, you're going to claim it back. You're going to claim those credits back. And then here's the other thing that's quite fascinating. So let's just say your total claim for your mortgage is 1.2 million. Once you do the bartering that will be deposited as a credit in your bank account, well guess what?

01:25:11:16 - 01:25:38:17

Bartering last year credits?

You get to go claim that again and barter it. Correct. That's right. And then going and then the following year that amount is going to be greater. And you claim it again and you just keep bartering. Right. So then you start creating an endless supply, which is what the elite do. Yes. This is your generation of wealth. You use it wisely.

01:25:38:19 - 01:25:45:09

How are the funds spent from the trust bank account?

01:25:45:11 - 01:26:11:03

How you would spend it? They will give you a trust bank account card or you could simply leave it there. And this is how again, what? How? You said you could wire transfer money to your other account so that those accounts get credit, because you can now claim those credits for the next year. So just simply leave the money there just to keep it all simple.

01:26:11:05 - 01:26:42:23

Wire transfer it, sell it on. However you set that up to your accounts that you already have now. Because remember, the trust owns everything. If you read their trust, it says tangible and intangible assets under ALL CAPS. Okay, somebody wrote I have not been in for a while and I missed the beginning. Could this provide any type of government or IRS backlash and questions on how we knew how to do this?

01:26:42:23 - 01:27:04:05

IRS or Govt backlash?

Could this bite us in the butt? If the powers wanted to make an example of us? No, because the door is open. Because, like I had stated before, if you can't, if you made a mistake somewhere, the IRS is going to contact you and tell you how to fix the mistake because the door is open for us to do this, everything is open.

01:27:04:05 - 01:27:27:24

The power has been distributed back to the people where the red tape is removed. We still just have to play by the rules of obtaining okay, because if you don't do it, I can guarantee you your accountant, the bank is doing it against you. These companies are doing it against you, the hospitals doing against you. If you have a hospital bill, they're claiming the credits.

01:27:27:24 - 01:27:59:00

And also to know this is why the federal, the national debt is so high, because we're not claiming the credit, because the debt is there, aka the credit. But we have to claim it to lower it down. Interesting. It all ties together, right? Somebody asked, is anyone currently having success in this process? And can the IRS come back at you and charge back?

01:27:59:02 - 01:28:25:15

How long to get check?

No, because you're claiming your credit. And my friend, she wasn't able to jump in. I wanted her to come. She finished her 2021 and her check is being sent in the mail. And it takes 21 days for that check to be sent. It says up to 21 days. It could be sooner depending on them with, you know, how many they're processing at the same time.

01:28:25:17 - 01:28:53:08

Okay. It could be faster. It's just that they have to mail or truck because it's a trust. It's not a regular, normal way. How we're used to filing and also, you can file instead of following your taxes. Now the trust is going to claim the credit from your W-2. So don't even follow W-2. Give it to the trust because the trust owns that name now.

01:28:53:14 - 01:29:21:21

And now you the the last dollar. Now I believe this, the gross or the net. I can't remember which one because I just help somebody with this. You take that large amount and you use the company in or all the information is there, and you get your credit from your job because secretly, what we don't know or what I found out or what a lot of people don't know, is your job is not truly paying you, which is why you can't get a raise.

01:29:21:21 - 01:29:53:23

Because when you signed all those tax forms, you gave them all return and you gave them trusteeship over you. So the Treasury is paying them and they're giving you some money. They're giving you a quote unquote gift. Wow. Just so you know. Somebody who yeah, it's the truth. This process is only for us citizens. Yes, yes. Because I don't know the process for any other country.

01:29:53:23 - 01:30:26:07

I'm so sorry I haven't reached that far yet. Well, would you hurry up, girl? I, I don't live nowhere near. I mean, we've got people all over the world. Would you just get it figured out? Okay. Know it's on the ground over there. Yeah. No connections. Okay. Have you heard of a secured party creditor trust?

01:30:26:09 - 01:30:58:03

Secured Party Creditor Trust?

What? What was that? Have you ever heard of a secured party creditor trust? Yes, I have okay. Is that like this? No. Okay, so again, there's lots of trust out there, and some people even do have trust. You want to use the trust that is provided. Are we getting credits only from 2021 through 2024 or our entire lifetime?

01:30:58:05 - 01:31:23:11

No. We can only go back three years, so we can only start with 2021 because those others, those other years have expired. Okay, so I think there's a lot of confusion regarding Nesara because, you know, there's, stuff put out there that you will whatever you paid in taxes while you were working, you're supposed to get all that back.

01:31:23:13 - 01:31:53:11

And this is a completely separate process. Everybody. There's different things to Nesara that we don't know about. There's other parts of that that we've not been shown or privy to. So you can't go by all the information out there in all these rooms on what you're expecting to have. This is a process where you can start doing something right now, today.

01:31:53:11 - 01:32:30:05

How long does this process take?

And if you work on this, you know, this week, you could potentially in 21 days have millions back depending on what your credits are. So it's something you can do now while you're waiting. I know so many people are hurting and struggling to just make it through another week or another month. This is a way for you to go and do something for yourself instead of sitting back waiting for everybody to do it for you or okay, the birth certificate copy.

01:32:30:06 - 01:32:56:23

I already have split in two because it's been folded for 62 years, and it's like a microfilm paper, and the info is very faint. Now, that's not right. That's fine. If you are not living in the state of your birth, do you use that information or use the state you're living in now?

01:32:57:00 - 01:33:26:07

For which part? Because if you are in another state, that's fine. You're going to use that address when you turn off the paperwork. But when you get to form 56 and it says about the, the court proceeding, that birth certificate information needs to be there, right? Everything else is where you currently reside. So your attorney general, your secretary of state, it's where you live, what state you live in now, right.

01:33:26:09 - 01:34:00:20

Haven’t filed in years?

For those that have not filed their return in many years due to a, relocation of election being served to the IRS commissioner, will they have a job or, will they jeopardize completing this task, a representation, election being served to the IRS Commissioner? No, it wouldn't, because you did that under their ALL CAPS name. You didn't do that as a beneficiary.

01:34:00:22 - 01:34:18:17

Okay. And people that have not, paid taxes, this will not impact them. Correct? Correct. I have not paid taxes in over ten years.

01:34:18:19 - 01:34:28:15

How long does it take to get your funds up to 21 days.

01:34:28:17 - 01:35:09:18

What if didn’t file in 2021?

What if taxes were not filed in 2021? Okay, this is not taxes. This is credits. So you're going to go through anybody that has any account that has your your Social Security attached to it, your mortgage, credit cards, phone bill, electric, gas, water, sewer, all your tax, all your bills. Compile for 2021 from January through December 31st, 2021.

01:35:09:20 - 01:35:37:06

What those monthly payments are get a total for each one. And then when we do the 1099 they will do it by ten. So it's not based on taxes right? Did that civilian agency take funds from you? I don't know what that means.

01:35:37:08 - 01:35:41:20

Same.

01:35:41:22 - 01:35:47:11

Want to repeat?

01:35:47:13 - 01:35:58:18

I was not born in the USA. I have a birth certificate from another country. I am a nudist, U.S. citizen, and I claim.

01:35:58:20 - 01:36:19:15

I mean, when they they were not born in the U.S, but they have a US citizenship. Can they still claim. Yes. Going back to 2021, though. Yeah. 2021, 2020 to 2023 and 2024.

01:36:19:17 - 01:36:44:10

How do you compute a bill that varies monthly, like your utility bill? You'll have to go to your bank statement. You'll see what you paid each month for each bill, and you're just going to have to total it. This is where like filling out the paperwork and just everything that's in red is very simple. This is where it's a little work.

01:36:44:12 - 01:37:08:05

Bills, utilities?

You have to go through it. Let's say your, electric bill is JC right. So you're going to start from January 2021. Go through your bank account and see what you paid in January, what you paid in February. Put it all down on an Excel spreadsheet so you have it, or you can write it by hand. I had a lady write it by hand.

01:37:08:07 - 01:37:13:15

Okay.

01:37:13:17 - 01:37:39:06

Okay. Somebody just said I asked chat GPT t about the age of majority for all 50 states and the codes that go along with them. Contact me if you want that. It's d double that's you had that for you. Everybody could just go on chat GPT themselves. Do you have an example of the 1099 B for one of those bills?

01:37:39:08 - 01:38:02:03

We do, but we're not going to do that right now. Right now is just laying the groundwork and get you to fill out the trust. The non descendant form 20 form 56 2848 I don't want to inundate you all with all of this. Yeah. You don't want to jump the gun or you're not going to get your, return.

01:38:02:03 - 01:38:25:08

But I look at it as you got it. You got to rush to get to this money. No, you have to do this right. You have to lay the foundation properly so that they can give it to you. Somebody asks, can you recover funds going back 50 plus years using all the names used and not limited to 2021?

01:38:25:10 - 01:38:58:00

No, sir. No, ma'am. Is I 21? That's their rule. The rule is only three years statutory for claiming credit, right. Until things change. And that may be part of Nesara. We don't know. But right now we have a abide by their rules and their rules is we can only go back to 2021. Can we check our credit amount before we do the claim?

01:38:58:02 - 01:39:29:06

Well, you are doing the credit claim. You were the one that's got to go through your bank account and see what you paid each month to each person that you would money to. So that's based on whatever your payments are, right? My name is not in ALL CAPS, just the first letter, but you have an ALL CAPS name with your Social security card with your straw man.

01:39:29:08 - 01:39:58:14

Yes, I was in a car accident and paid off all insurance, so claim full price in 2022. Yes, the entire amount. And there's an account number. So what? The account number, the address, telephone email of that. And you can barter that times ten. So yes okay I don't file I haven't file taxes for two years. Can I still file this.

01:39:58:14 - 01:40:27:12

Yes you can. Yes. This is not filing taxes. This is claiming the credit. But we have to go to the IRS to fill out these forms because they are in the Treasury and somebody wrote in residency ID as well. I don't know what that is. I know what that is. If you don't have a driver's license, if you have a passport or a resident I.D. card, that is your proof of identity.

01:40:27:14 - 01:40:46:15

Because if you do not send a copy of your birth certificate social and the IB, the IRS is going to send you a 6 to 10 form for identity. I believe that's the number. Please don't quote me on it. I'm trying to think of it off the top of my head. But you. That's how they prove that this is you.

01:40:46:15 - 01:41:23:01

That it's all connected to the ALL CAPS name. Okay, does each mortgage claim of credit for the purchase price have to be written? Tax years 2021 through 2023? Or can we claim the purchase price that occurred before 2021? What do you mean by the purchase price? So with the mortgage, let's break that down again. If you purchased the mortgage in 2021, you're going to claim that entire mortgage price, let's say to 250,000.

01:41:23:01 - 01:41:49:20

You have to claim that entire 250. And let's say you made the mortgage payments in 22. You're going to claim all of the mortgage payments that you made, then 23 and so on and so forth. Now, if the mortgage was sold to a different company for another price, you're going to claim that price plus a separate one for the payments.

01:41:49:20 - 01:42:33:23

Because it went to another company, it was sold. So if you had your mortgage prior to 2021 and you've just been going along in 2021, can you claim whatever that amount is? No. You can only claim the payments you made because you missed out. And, and that year. So if your mortgage you got was in say 2016 and the you can't claim what that if your principal was 300 or your mortgage is 300,000, you cannot claim that in 2021.

01:42:34:00 - 01:43:01:04

No, you missed that. That claim. You can only claim the payments made. Okay. But then if it was sold, you can claim it in the years it was sold. Yes. Got it. Okay. Does my name need to be in ALL CAPS in the forms that are there? It's in red, some are in ALL CAPS and some are in upper and lower case letters.

01:43:01:04 - 01:43:11:21

So follow along exactly how she has it. What if the bank account is a joint bank account?

01:43:11:23 - 01:43:38:02

And this joint. Here's where you have to have a conversation with your beloved of who's going to claim the credit. I have, two couples like that. Okay. Have to you have to decide who's going to claim the credit, who is going to claim the credit that came in, and who's going to claim the receiving out those bills that were paid out?

01:43:38:04 - 01:44:09:13

Now you have to have a discussion about that. I can't tell you what to do. Okay. Somebody wrote I am naturalized too, but I can't get certified copy of that certificate. How do I send a copy? You don't need a certified copy of of any type of versus. Can anything like that, you just need a copy. Okay. Does this stop tax collections?

01:44:09:15 - 01:44:35:12

Absolutely. Because guess what? Even if they do send you a tax collection, it's not to you is to the whole cat's name. So guess what. Now that becomes a taxable event. And you're going to take that tax bill and file A 1099 B on and collect the credit. Okay. Will the funds that come back to us be more than just the years 2021 through 2024?

01:44:35:12 - 01:45:09:08

I did not pay many bills into those years. Are you if you're asking if you're going to get way more? No, because it goes by the bills you pay that you are giving credit back. Got it. It appears the credit for the mortgage loans total cost have to be mortgage loans. That happened on or after 2021. It's the the loan.

01:45:09:08 - 01:45:45:03

If the loan was established prior, you cannot claim whatever that loan is. But you can claim the payments. Each might okay. What if, you filed bankruptcy and have a trustee over your accounts? Now that 2848 and the 56, you're removing their trustee to you. So it removes them if you want to keep them. That's why you need you need to just read to not just fill out everything it's going through, remove them.

01:45:45:03 - 01:46:18:18

But if you want to keep them, you have to put that on there 2848 that you want them to remain. Okay. And I would suggest to go ahead and make yourself the trustee because guess what. That bankruptcy filing is a taxable event. So whatever happened, whatever the amount is that they're claiming, you owe or whatever's going on, the dollar amount that is your proceeds and the case number is your account number, and that bankruptcy proceeding is going to go away.

01:46:18:20 - 01:46:47:22

Wonderful. Can you explain the bartering again, bartering is simply trading because they trade our accounts because we're not claiming it. And that's what this is in the United States. Is is a corporation is a business. They trade and they barter. That's that's what it is. So instead of the companies doing on our behalf and getting them the credit slash money, we're going to do it.

01:46:47:22 - 01:46:57:06

We're going to trade the account now ten times and get and then it's going to generate, you'll get the dollar amount.

01:46:57:08 - 01:47:11:17

They want it to know the bank account name gets set up in the trust name. Correct. No. Okay. The bank account name gets set up in.

01:47:11:19 - 01:47:38:16

The bank account. Hold on. I had a brain fart. Sorry. Okay, so when you're opening your bank account. Yes. It needs to be in the, let's say ATC, we're living trust name, right? Yes. Because the check is going to come in the name. Right? The trust. If we are claiming credits from 2021, what if someone else has claimed some of that money before?

01:47:38:16 - 01:48:01:22

We did the company that is prime example Geico. If you have Geico, Geico claims the credit every six months. The policy. So they close out the account and then they trade, the six month policy. So that's okay. You're still going to get your portion.

01:48:01:24 - 01:48:38:16

Somebody asked, do I actually send all my bank statements along with my paperwork? No no no no. Their bank statements. Is your receipt that you did these transactions. You're not sending bank statements anywhere, right? It's just to be able to go through to see what your credits are in there and who you have paid each month. That's it.

01:48:38:18 - 01:49:13:07

Okay. We've answered that. So you need a name decree to obtain equitable title for the form 56 trusteeship. I name decree work name. What is that? A named decree no, it's. This is very simple. You the trustee. The lowercase name is the trustee. That ALL CAPS name is the, settlor. Grantor. Giving the trustee permission to take control over.

01:49:13:09 - 01:49:31:19

Then somebody asked are the credits that we receive considered taxable. It's already been taxed. You're just receiving the receiving the payment back okay.

01:49:31:21 - 01:49:59:23

Do you have to be a certain number of years old to do this, such as 18 or 20 1 or 25? You have to be at least 18 according to your state, the age of maturity. That's why that's, that is important. On the non decision letter, you have to be 18. And my 18 year old, I am about to sit down with her so she can get it done for herself because she has a bank account and we're kind of do this for her.

01:50:00:00 - 01:50:36:24

Okay. I have encountered certified returners. We've already answered that. Are the credits. We already answered that. Can we continue this process after things split or when the money has metals backing? Does that change the for 1090? It depends on the system actually. And we don't know how the system is going to be down the road. But right now we know what system we we're in.

01:50:36:24 - 01:50:57:21

And we can do this in the system that we're in right now. Right. If the bill is in two names, husband and wife, do you split the amount or can each claim the full amount? No. Somebody has to, either claim the full amount or you can split it. Okay.

01:50:57:23 - 01:51:26:22

Why did the instructions say the click fuel tax credit nontaxable use gasoline. What does this have to do with it? Because it's an extra free credit that you get. If you don't want it, you don't have to take it. But I left no money on the table, so. So where is that fuel tax credit? When you get to the 1041 it's right there.

01:51:26:22 - 01:51:46:05

They're way ahead then. Yeah okay. I haven't even gotten that far in the paperwork right. Can I claim a car in 2022 paid off. Due to the insurance company claim paid off.

01:51:46:07 - 01:52:07:02

I'm not understanding if you got the car. Let's say you got the car in 2021, and then it was paid off in 2023. You can claim the full amount on 21 and claim the, payment to me. Throughout the years.

01:52:07:04 - 01:52:31:00

Okay. So somebody again, the bartering things really getting people tricked up. So you have to skip the bartering right now because nobody here is there yet. I've done it already. So nobody is is on that level. Let's continue to sit sit our foundation because, you're going to get confused because again, I could tell that you're focused on the money.

01:52:31:06 - 01:52:57:01

You got to lay the foundation. Let's please lay the foundation. Let's focus on that first, because that needs to be done correctly. Right? I told the IRS that I am not in Caps and I am filing a 1040 again. I still can file 1041 because it's a trust forms. Correct? This is a trust. The trust is owning that all tax name and social security number.

01:52:57:03 - 01:53:24:03

Would this include licensing fees, real estate insurance, etc.. Everything that your John Hancock to and the soldier was used. That's what I said you can do and I've done I'm telling you what I have done. That was approved. I had Hulu, I had Netflix, I had Disney Plus, all the Amazon Prime, everything that you signed up for and did your Social Security number with.

01:53:24:05 - 01:53:57:24

Okay, somebody is a signature exchange. Somebody asked their divorce since 2021 and don't have a marriage certificate. And I still do this. This has nothing to do with the marriage certificate. What? You need the marital name down right. Foreign marital name down. Once we claim these funds, what happens going forward where we need to claim again each year, plus adding the rest of 2024 credits 2024 hasn't opened yet.

01:53:58:05 - 01:54:19:15

It opens up next year, January 1st. Yes, this is what you have to do every year going forward. And I'm telling you to start with 21 because we only have less than four months to get that done. So yes, you have to you have to do this. You are now the trustee. So if you don't, you're allowing these companies to claim the credit.

01:54:19:17 - 01:54:42:21

I think this was asked before I was in an accident. May insurance company paid me. Can I claim this again or claim the part they did not pay me? You can claim the whole dollar amount. So let's say that, settle for 150,000, but they only paid you 50,000. You can put in the whole dollar amount of 150,000 and claim it.

01:54:42:23 - 01:55:16:04

And barring okay, we filed jointly. Yes. You still will do to trust because you're two individual straw men. People? Yes. You are not filing taxes. You are claiming credit, right? Moving the money, not filing. Will they take a print out of payment history from the creditors?

01:55:16:06 - 01:55:37:19

I don't know how the IRS to do their investigation, but let them do it. Don't worry about that. That that part has nothing to do with you. Can I claim stores I was shopping through or I claim only my debit card statements? Is that a credit card?

01:55:37:21 - 01:56:00:06

I probably think it's a credit card is what she's meaning. Yeah. You could claim a credit card. If you give me a moment when I hit my 22, I am going to do, a separate one just for Walmart, because let's say I spent thousands of dollars in Walmart. So if that goes through that, I can get back to you on that.

01:56:00:06 - 01:56:20:07

If you can claim stores because is I think it is everything that you pay taxes on. But I have I only did everything that came out of my account, the bills that are actually paid. I haven't hit like supermarkets and, you know, like a Walmart, things like that. A clothing store I haven't hit that. I haven't tried that yet.

01:56:20:09 - 01:56:24:24

Okay.

01:56:25:01 - 01:56:57:19

You do not need divorce papers to, to claim or do any of this. No. Because your trust is going to on you and all those names. So I bought my home in 2014. I can't claim you don't claim what the loan amount was, but you will claim in 2021 what your payment for each month. And taxes correct? Yes.

01:56:57:21 - 01:57:09:22

What about third party debt collectors? They are constantly selling other collectors after they get my validation letters, which stops them.

01:57:09:24 - 01:57:34:02

As long as you have that paper, like for example, I had a Best Buy credit card, I know I got my, credit card with S5 five that it was sold to Recovery Portfolio. So Recovery portfolio, got the account as a debt collector, quote unquote. And they're charged. They were trying to charge me 6000 for that account.

01:57:34:04 - 01:58:02:23

I turned on them and got back ten times the amount. I have not received another letter from Portfolio Recovery because I let the, IRS and Treasury know that they're trying to collect on a security that wasn't even theirs in the first place. They created a debt, and I got the credit. That's how you have to look at it is debts and credit.

01:58:03:00 - 01:58:33:21

Somebody wrote can I claim account deposits and debit card? Same account, or can I claim only the account that is claiming the account? Every deposit slash credit? It depends on the bank. Some bank will say deposit on your, statement. Some say credit on the statement is the money being green for across the board? I'm not sure. But every deposit that came in through let's say count one, two, three, four, five, six, seven.

01:58:33:24 - 01:59:00:01

So everything that hit that account deposit that went in, you're going to add up all of those deposits and then you're going to barter, to mine on the proceeds and barter on that account. Now I'll say account ABC videotape. That account had, $12,000 in deposits and so on. So that's how you do. That's how you claim the credit for your bank account.

01:59:00:03 - 01:59:06:01

What if the court cases are older than three years?

01:59:06:03 - 01:59:10:17

Then there's nothing to claim.

01:59:10:19 - 01:59:49:08

If you buy a property for cash post derby, you can claim fees and settlement expenses. You also claim the amount you purchased it for. Meaning this year or did you already do this as post RV? So we're we're jumping ahead people with some of these questions. We're just focusing on tax year 2021, 2022, 2023. So do we continue to file these forms for each year going forward?

01:59:49:08 - 02:00:02:21

Yes. Only the, the 1099 B and the 1041 moving forward because you already laid the foundation.

02:00:02:23 - 02:00:27:12

Okay. Somebody wrote I received a tax bill for New York State from 2018 tax year because I worked in New York State at the time. However, I filed and paid in Pennsylvania, my home state. Because this letter is dated this year, would I be able to claim this? Yes, because it's dated this year. But you can't claim it this year.

02:00:27:12 - 02:00:37:03

You have to wait until 2024 opens up right?

02:00:37:05 - 02:01:10:15

Okay, my rent is being paid every month, but my brother cosigned the rent. I only need to show the bank statements right? You're not showing anybody anything, but they claim the rent. When you're claiming rent, it's your name. Needs to be on that lease to claim the rent. Right? I have a he locked from 2021. Do I claim it like a loan or should I just claimed the payments I made?

02:01:10:17 - 02:01:24:14

I don't even know what that is, but if you purchased it within the past three years, you can claim the full amount and the payments.

02:01:24:16 - 02:01:33:23

What if I filed 1099 oh ID instead of 1099 B? Do I cancel these?

02:01:34:00 - 02:01:44:17

You did that personally. You didn't do it this way within you being the trustee over all tax and social.

02:01:44:19 - 02:01:54:10

For married couples, if the partner that was a stay at home mom, can she claim the credits for her husband?

02:01:54:12 - 02:02:06:08

If the account is in her name, yeah, she can claim that, credit is whose name the account is in, right?

02:02:06:10 - 02:02:31:21

Are these just continuous bills that you can receive credit for? Yep. If I sell my home this year, do I get the full sale price back times ten? If bartering next year. Okay, 124 opens.

02:02:31:23 - 02:02:43:06

Let's see, do we send IRS a power of attorney for all the caps? Name?

02:02:43:08 - 02:03:09:18

You're going to send them the power of attorney to. Yeah. The ALL CAPS name on your that's on your social security card. Not a whole bunch of them. Just on the, on the Social Security card. So if your Social Security card had your married name on it, now you have to put that whole name on it. When you do the 2848 and the 56.

02:03:09:20 - 02:03:29:15

But that's where they're not to see a letter comes in. And that's when you go to put in all of your names that you use to let them know that you have power of attorney, of somebody saying they're having a hard time getting a trustee, an online.

02:03:29:17 - 02:04:02:19

We we faxed, we called, and nothing. How are they entering it? And I don't know, because, yeah, I would I would have to know how you entering it in because you get it. Yeah. And literally two minutes. Can Social Security payments be claimed? Yes. You can you take that statement. And within that statement, in the pinkish red box, that's the amount that they paid you.

02:04:02:21 - 02:04:21:24

Your Social Security account number is at the bottom and the amount that they paid you, you put that in the proceeds. But we haven't reached that yet. But just to give you an idea, and then you part of that. Okay. What a payments were made to places with a credit card rather than a checking account. Debit card.

02:04:21:24 - 02:04:42:18

Can we still win those amounts? Yes, because there is a paper trail of those payments. Do we claim also? All right. We just answered that, let's see.

02:04:42:20 - 02:05:15:07

Holly, I'm on the phone instead of the zoom. Yes. Ask a question. Okay, sure. Thank you so much. And this is a safety question. That on the form that we get witnesses to sign, what color ink do they use on that? And then I have another question. Okay. Purple. Your witness, a witness sign in purple as well.

02:05:15:09 - 02:05:45:21

Okay. And, my mother passed away in 2021. Can, claim her estate? Yes you can. You have to become the trustee. And you also have to, get her. You have to do a whole separate process for her. You can't combine your two together. But, along with her paperwork, you have to give them a copy of your birth certificate as well.

02:05:45:21 - 02:06:11:23

That you have the authority to claim her estate as the trustee over her estate. Okay. And I, I'm homeless now, so I don't have a lot of payments, but I'm going to figure out some stuff to just for everybody to hear this. This is a legitimate process. I do have others that are doing this. They have opened the door.

02:06:12:00 - 02:06:50:03

Any bonds that have matured, can we claim those? What type of bonds are you referring to? Gosh, I have several, like, my my birth certificate bond has matured. My mother's birth certificate bond has matured. I have a nursing license that has matured. Those types of those types of bonds. Okay, that I am not playing with.

02:06:50:03 - 02:07:35:22

Because technically and legally speaking, that doesn't belong to you. That is government property. So I am only playing safe and giving out the information to claim in the credits that we actually created that on. Because again, this information, like their birth certificate and the Social security number, they don't belong to us. That's their stuff, that's their property. So we can't claim, those type of, things when we technically and legally do not own it, we can only get the trusteeship over it because they have used our name that our parents gave to gotcha now.

02:07:35:22 - 02:07:57:00

And I will try the Walmart things. Okay. But if if we claim something and it's illegitimate, well, they just kick it back. Yeah. They don't. It's not going to get approved. But I am going to try to us they're way too much money a Wal-Mart to not for them did not get what it took. Didn't I be sure okay.

02:07:57:06 - 02:08:24:07

That's it. Thank you so much for letting me, pipe in. Thank you. Thank you. Somebody wrote. Can I claim Medicare payments even when they're coming out of my Social Security? Yes you can. What about claiming repair house bill or purchase home equipment bill? Did you take a loan out on it? If you took a loan out?

02:08:24:09 - 02:09:03:17

Okay. Can you say it again? I file the 1099 oId instead of a 1099 B. Do I cancel these now because they're doing something different with this trust account? Right. Okay. Can we claim anything we paid by cash? You have to have a receipt. Okay. Can I refinance those 2021? Can I find the information to claim her estate?

02:09:03:17 - 02:09:17:13

If my mom passed? Okay. Can I refinance post 2021 and be considered a new mortgage? Yes.

02:09:17:15 - 02:09:35:24

Correct. You said, can I refinance after 2021 and then it's considered a new mortgage? Yes. When you have a new account number. Right. And that can. Yeah, right. You'll make a claim that whole amount.

02:09:36:01 - 02:10:04:16

So about the I and I got an error and 109 online filed it this way. Grantor is in ALL CAPS. Name trustee is first last name trust name ALL CAPS name. Trust created 1999 I went 25 years back. I did mine the same way and got in right away. But my husband's is not gets same error over and over.

02:10:04:16 - 02:10:18:22

I tried different name. I did the trust to get same error.

02:10:18:24 - 02:10:44:17

I'm not sure what's going on there. I don't all I would say, if you're having problems getting the I n number, maybe there is a system down line right now. Try again tomorrow and see what you can get. Because I know people got it today. There was no problem. Yeah, I got my today. The system is 7 a.m. to £0.10, Eastern Standard Time.

02:10:44:19 - 02:10:55:06

Okay. Monday through Friday. Okay. And.

02:10:55:08 - 02:11:10:24

Change the start year. I had this problem to make sure I change the year to 2000. I think they're using the year 1999. That's why.

02:11:11:01 - 02:11:40:19

All right. I think that is all the questions. I'm on the call, not on the not on the video. May I ask the question? Sure. Okay. Me and my husband, well, we got married after we bought our farm and whatnot in this past year. We picked it up. But the thing is, most of the utilities and stuff are in his name.

02:11:40:21 - 02:12:01:09

But I am the power of attorney over him. Over. You know, due to multiple brain surgeries and stuff. Can I still claim the utilities or is that something I'm gonna have to explain to him? And he has to do himself because the utilities were in his name.

02:12:01:11 - 02:12:25:21

Then just whose name that Bill is in. And then you both still have to do your own separate trust. Because remember, it's about the first. It's a Social Security number. So whatever you did under the old cat's name, that doesn't count with this process. This process is strictly about the what was in whose name that Bill was in, and that person claim the credit.

02:12:25:21 - 02:12:48:04

Even if you do have power of attorney, you don't have the IRS, treasurer and power of attorney. Get the credit. Is separate. Okay. I okay because right now he said at the point where he can't fill out, you know, paperwork and you know, I am his, you know, power of attorney. So I didn't know if that played in or not.

02:12:48:06 - 02:13:23:14

No. But you would still then do a trust for him. It would just be him. His name, ALL CAPS name. And you can. You can be his trustee on his trust. You can use trustee for, his power of attorney with them as well. And then the form 56, you would just be listed as the trustee and they would contact you with, with his estate, and the estate would be their ALL CAPS name and social security number.

02:13:23:16 - 02:13:42:15

Okay. And one last question real quick. I was invited into this chat, so I don't know where to find where you pen the documents. That, and I was driving at the time and didn't have pen and paper. Can you, tell me, your telegram channel where we can find where these documents are, tend to please. Sure.

02:13:42:15 - 02:13:59:23

It's where we go. One we go or two. It's the the letters all and letters. And then the number two. Okay. Awesome. Thank you for your time I appreciate it. Thank you.

02:14:00:00 - 02:14:32:20

Hello. May I ask something? Sure. I don't know. It's, It I wasn't here from the beginning because there was no space. It's killer. The name of the lady killer? Yes. Yes. Are you familiar with the the thing familiar with where? Bill of exchange. Your live exchange? Yes. I am not that process. This is claiming the credit.

02:14:32:22 - 02:15:13:05

Okay. Okay. Just wanted to ask something because, I use the bill exchange, which was, to discharge, you debts together was not accepted. It was never returned to me. And, I was wondering if there is anything I can do about that. That's, because now they have changed the rules. So when, with the bill of exchange and even remittance coupons, things like that, there are no longer doing that process because now they they actually want us to claim our credit.

02:15:13:07 - 02:15:41:14

So therefore those things are not going through that way. And also it's hard to get it done when you are standing in the ALL CAPS name. Yeah. That was actually an international bill of exchange. Not from the US. However, I do have a n number and have the living trust in the U.S also. Anyway. All right.

02:15:41:14 - 02:15:59:10

Thank you very much. Thank you. What if I have a deceased parent had given the power of attorney to an older sister? Can I still claim mother's estate?

02:15:59:12 - 02:16:17:11

That that's a sidebar conversation. I don't want to say too much, because it depends on how you want to rule with that situation. Yeah, that's a little tricky. That's a that's a little sidebar. Yeah. That, I can legally tell you how to get through that, but yeah, that's a whole sidebar. You would need to contact me.

02:16:17:13 - 02:16:56:09

Okay. You can find Kiya and Telegram here, cuz, I put my name is trustee and beneficiary name, but my wife's name. That's fine is in our IRS. I n number of social security number. No, it is not. It's totally separate. No. You need your social toll to get one. What is separate. Right. Okay. Does anybody in chat have any questions?

02:16:56:11 - 02:17:04:09

This isn't like telegram, where they raise their hand.

02:17:04:11 - 02:17:12:00

I think you can unmute yourself if you have questions you guys want to ask.

02:17:12:02 - 02:17:43:00

But when is the process going to be available? It's available right now. You can start working on getting your trust, your non-decision, your form 2848 and your form 56, and the letters to the Secretary of State and the Attorney General. You can start doing that right now. And then as far as the rest of this process, we'll do another zoom call and help everybody with that.

02:17:43:02 - 02:17:56:03

Approximate time for that. That'd be like next week. Yes, I will set that up next week. Thank you, both of you. You're welcome.

02:17:56:05 - 02:18:09:01

Hello. Hi, I am Holly. I have a question. Yes. As far as I can, I reclaim my 401 K payments.

02:18:09:03 - 02:18:46:04

I'm sorry. You're really low. Can she claim her 401 K payments to. Where do you have the account number? And, the monthly payments you did? Yep. Anything you did in that, name. Well that's true. That's the taxable event. Okay. Wonderful. Thank you. Somebody asked, can you only use your current legal name for 2021 through 2023, even though you were married and divorced and had other names, you will put all those other names down along with your legal name.

02:18:46:06 - 02:18:50:03

Yes.

02:18:50:05 - 02:19:17:02

Regarding the IRS and I have one for an LLC, I have. I also have had difficulty getting a second one. Can you create two numbers? One for the trust as well as one for my LLC? Yes. Yes you can. You can't do it in the same day. They only allow one application per day. And I would, tell you to do it in incognito group that way too.

02:19:17:04 - 02:19:37:23

And as far as the copy, a copy of the zoom recording, I am not going to post it in all the rooms. However, if somebody wants it, please email me or not. Email me, direct message me and telegram with your email and I will send it to you.

02:19:38:00 - 02:20:11:06

I have one last question, if I may. Sure. Okay. If we're in telegram, how do you like email yourself the documents so you can, like, print them out. So what you'll do, the documents will be in a, like a PDF. You will click on the document. They'll be a sign to download it, download it. And then you can send it where you want to send it.

02:20:11:06 - 02:20:26:10

I email myself all this forms anything I want. I could click them, download them and email them to myself. Okay, that sounds perfect. Thank you so much. You're welcome.

02:20:26:12 - 02:20:53:01

Anybody else have a question? Yes. Hi. Hi. Holly and Claire. I missed, unfortunately, the first part of the zoom training, and I'm following also another group that is doing the similar process. Actually, the same with slight variations, I guess, but they're suggesting. Oh, it's part of the process to record the trust. But the at the county recorder is that does.

02:20:53:03 - 02:21:11:04

So we do have that also in the part of your process. Yes. However, a lot of the estates do not. Their county recorder will not accept those forms.

02:21:11:06 - 02:21:32:08

What and how are you going about that when it, when that happens. Well, if they don't accept them then you can't report it, and that's fine. But that means you're saying it's okay leaving it private so it if they tell you they can't record you trust, that is fine because your trust is still valid. Because it's notarized.

02:21:32:10 - 02:22:01:24

That just means you're saying is no longer accepting trust because they are acknowledging that the trust is a private entity. Person, legally speaking. Okay. And you wouldn't, mail it to another county in another state that has no issues with recording it? We would definitely be able to state no. Okay. Like, for example, New York does not, record trust.

02:22:02:01 - 02:22:27:05

They don't because they in their calls, statutes of trust is a private entity. It's a private matter. So does not mean it it is valid with the notarized pages that are there and you move on. If you are in a state where they're laws and like Louisiana, for example, you have to record your trust no matter if is private or public doesn't matter.

02:22:27:10 - 02:22:52:24

They still have to record their trust. So then you would go to any county recorder and there is a fee is like it depends on the state. But so far I've seen like $210 to record the trust. You get it. It all depends on your state, where you are and where you're setting up this trust. So if you want the trust to be, like as an example, a new York trust who you don't have to file it there.

02:22:52:24 - 02:23:26:00

You need to put in the trust that the trust is going to be domiciled in New York. Okay. Yeah, I'm in California and it's it's, I think no one really is able to get it recorded here. And they usually send it to Pima County in Arizona or some other county where they have no issues recording. But, I according to you, I don't, you know, in this situation, I'm just not recording it and sending in a certified copy of the trust to the IRS, etc., or or a certified certificate of trust.

02:23:26:02 - 02:23:47:14

Yeah. You just giving them that certificate of trust page, a copy of it, a colored copy as well as the notary page within that trust. That's all the IRS needs, because they need to know that the trust is valid. The trust is automatically. But once the notary has touched it, has signed it and sealed it.

02:23:47:15 - 02:24:17:00

Okay, okay. Wonderful. Thank you. Thank you for clarifying that that care if my son is a cosigner on my apartment rental, can he claim part of the payments? Even though he sold me the money to my bank account? Is he on the lease? Yes. Yeah. He can claim some of the payment. Y'all can split it. Okay. Thank you.

02:24:17:02 - 02:24:58:24

Anybody else have questions? Yes. Me, please. Okay, so I still have a question regarding, receiving the I an online. I don't think it's a technical glitch at this moment because I had this problem gets and he's stating and, I'm thinking what I if I try receive that I and for his trust us assign myself as a trustee and later corrected to be at 2848 and 8021 form and as well 56 form.

02:24:59:01 - 02:25:29:17

Will that work? Because the I am is not working online. Do you have a Social Security number? We both have Social Security numbers. It's just not going through for some reason. I have received, I have got other EINs for him before, for trusts as well. But I think it's something to do with his name because it's.

02:25:29:19 - 02:25:53:01

Then you have to play. I know, if somebody already has that, I am number two, that name that you're trying to use for mental health, then it's not going to go through. So you have to play with the name. Well, that's what I was saying to use the initials of your name. So like for me I use all of my name, my whole name, my initials included.

02:25:53:01 - 02:26:25:05

And I even included my family with me, my former married name as well. And it went through because nobody has my initials like that. So, yeah, this this is really his. Really, like, his name Walker is really like, you know, the locksmiths, you know? So, w and nothing just wouldn't give a say. It's not qualified. Not qualified.

02:26:25:07 - 02:26:54:19

But I had the same problem when I tried to get his estate, Diane. And then I end up asking the other person who put her name under his estate. But now everything comes to US representative from such, such person. And now I can't switch to. He's, I can't make him executor because they keep they keep ignoring my papers.

02:26:54:21 - 02:27:24:19

IRS keep ignoring my papers when I'm trying them to correct, who is executor on the state or who is the trustee? They keep ignoring me. And that's the issue with IRS. Okay? They just do the 28, 48 and 56 court. Exactly. The examples that that I, posted, how to write it and you won't have a problem.

02:27:24:21 - 02:27:43:04

Yeah. But I'm talking about if I'm getting the I in, so I'm, I'm his wife basically. And if I get in there, sign myself as a trustee and then later corrected through 2848. Do you think it will work?

02:27:43:06 - 02:28:16:07

You can play around with it to see, well, yeah. I just want to make sure it's I'm not going to have the same problem. This, like I have this estate, to correct it now, this I already send them, letter saying I'm non decisions on. Well, for him and for me as well. I'm not this non dissident and they still I don't know it's like no sound from them.

02:28:16:09 - 02:28:41:22

You know now with the that's what I said that Non-Decision letter is important. Very important because they're going to deal with you differently. They're, that's why everything goes hand in hand together. So doing it the way you did, it sounded like, of course they're going to door you because you're talking person, and, entity is part of it.

02:28:41:24 - 02:29:03:20

You got to understand their game, their rules. So, dude, the way the process is, and if you still having issues, reach out to Holly. Now. Reach out to you, and we'll we'll go through it together to get that. Yeah. Yeah, definitely a cigaret. You can still get it even if you have to call them. You can even call them too.

02:29:03:20 - 02:29:32:10

And, tell them to assign you one and they will write over the phone, but it just takes about a month to get it back because they're not going to email you. They're going to mail it to you. We tried that too, and they just refused it. Literally refuse it because you're not in the proper status. They can because if you're not playing the game right, they can do what they want because it's not proper.

02:29:32:12 - 02:30:05:20

What I'm saying go through, do the 28, 48, 56 and Anderson letter and everything else that goes with it. And then from there, here, okay. Yeah. They're not here with us. Thank you. Ma'am, Foundation first before you can move on some other stuff here. And yeah. Okay. Thank you. I may remember all one I want years.

02:30:05:22 - 02:30:34:02

And I have, I have I okay I think I muted somebody that was trying to ask your question I don't know. So somebody has a question. Unmute yourself. Okay I'm back. As far as the trust fund you can name that any name you can make up anything it is it has to be your legal name. You could name it X, y, z or you know, any combination of words.

02:30:34:02 - 02:30:59:14

It doesn't have to be your legal name, correct? Correct. Right. It doesn't have to be. Yeah. You can make whatever name up you want for. Okay. That's good because I already have one double trust fund so I can recreate and make up a new name. And then that takes care of everything. So it's a different entity at that point because it's a different name, correct?

02:30:59:16 - 02:31:27:21

Yes. Well, maybe that's what I should do. Maybe that's what we should do because the name is so popular. Maybe that's why we can get through. Maybe I should just, use some make up, some names. Yeah, yeah. Because again, like I said, if that name is already used. Yeah, they can't assign another number to the same, you know, name that's out there that they're not going to do that.

02:31:27:21 - 02:31:48:00

The system is not going to do it. System's going to kick it out. So yeah, you have that's why I said you got to play with it a little bit. Well see I had same problem with the state. But then I mailed them and well no, we used to search for a designee so they didn't want to see what they were.

02:31:48:00 - 02:32:18:21

The system was saying the executor and trustee cannot be the same person for a state. They were saying it's a bullshit because we all opened a state thing, and being executor there and trustee same time. But for him specifically, they were not given that until we used third party person, but now he can't put his name as executor on it.

02:32:18:21 - 02:32:57:19

So I think it's something like with his Social Security number. Yeah, believe it or not. Okay. So that's why I said you got to go through this process so you can revoke a prior power of attorney over that, or with a name and social. Okay. Well, I have another question. It's slightly related to this. So can I have power of attorney given I said second person as a living person to my husband?

02:32:57:21 - 02:33:32:04

And will it interfere with this process. Because here we're doing different power of attorney. Right. This is the power of attorney over the, the Social Security number and the birth certificate. So you want to be turning over that estate? You don't want to give it to somebody else. Well, I end up giving it to him so I could get a cuff number removed in their power of attorney.

02:33:32:06 - 02:33:37:04

Important for you as power return.

02:33:37:06 - 02:34:04:13

I'm sorry. Repeat please. I said you were removing the government's power of attorney over the birth certificate social security number. And you are getting power of attorney. Yeah, they were not that I did that several times. I asked, you know, sending me my papers. Boxing. You don't need a file. Power of attorney for yourself. They keep telling me three times.

02:34:04:13 - 02:34:37:01

Believe or not, they keep you because you have to lay the foundation first. You have to tell them you are alive again. It's only their game. You. I know a lot of people who did what you're talking about. You still need to send them the non deseeded letter as you. And it's not going to get rejected. Because you are playing in their playing field, trying to connect to the ALL CAPS name, which is a dead entity.

02:34:37:03 - 02:35:25:15

It doesn't truly exist. However, it does exist at the same time, but it's a silent entity. It's just a business. So a business talking cannot do business with another company. It's only transactions which are silent. You know what I'm saying? So you have to now remove yourself and think of it as business. That's a business. So I have to tell this Irish business and Treasury that I am now in charge of the business of the ALL CAPS name and Social Security number.

02:35:25:17 - 02:35:44:01

Okay. Which, you know, but you gotta play by their rules. And that's why I said you have to do it this way and you will have success. Thank you, thank you.

02:35:44:03 - 02:36:16:17

We've gone well now past 2.5 hours. So I think we should end here. We've laid the groundwork for everybody on how to go about and just set up your trust, do your non-decision your form 2848, your form 56, and your, attorney, Secretary of state and secretary of attorney. That's the basis that is your groundwork.

02:36:16:19 - 02:37:00:15

Everything's laid out. I just posted everything and all the rooms. So start with that. We'll have another get together next week and then go over the form 1099 B how to do that. And the rest of the forms that need to be filled out. In the meantime, you can all start gathering from 2021. Go through your bank account, see all your credits or debt, deposits put there, and then also whatever the amount is paid to each account that you have for utilities, mortgage, credit cards, etc..

02:37:00:17 - 02:37:21:09

Okay, so here you want to say anything before we end this. Now we'll just have a great night and, I'll see you all next week, okay. Thank you. Care for your help? I appreciate it very much on this problem. Okay, everybody. Thank you. Let's. Karen. Holly, thank you very much. Thank you.

Claim Your Credits Part 2

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Claim your credits part 1.mp4

Sep 16, 2024

Claim Your Credits part 1.txt

9:25 PM

Claim Your Credits Part 2.mov

9:26 PM

Claim Your Credits part 2.txt

9:26 PM

Claim Your Credits part 3.mp4

Sep 18, 2024

Claim Your Credits part 3.txt

Sep 19, 2024

00:00:02:07 - 00:00:32:16

Good evening everyone. I am Holly and I have Khia here with me and we are going over part two on Claim Your Credits. So if those of you did not catch the first part of last week, I will give a little brief synopsis about what this is to bring you all up to speed. So Kia has very kindly put together a very extensive, comprehensive videos on how to do this step by step.

00:00:32:18 - 00:01:07:15

She also has all of the paperwork filled out. For anybody, all you have to do literally for the paperwork is just follow the paperwork as it is with upper lowercase. There's dashes. There's, colons, there's semicolons. Just copy your name in there. Exactly how she has it. She's made it so simple. And you want to sign in purple.

00:01:07:17 - 00:01:38:18

You can get a purple pen at staples or online. Most stores have purple pens you can buy. Why do you want to sign in? Purple. Purple is royalty. So you're you're claiming your status as the royal status of your sister ship trust. So Kia, if you want to give a little synopsis more for people to bring them up to speed about this process, why it's being done, why this can happen now.

00:01:38:18 - 00:02:02:24

Other people have tried it in the past and, had trouble. People are afraid of going to jail doing this. So if you can explain some of that, sure. With this process, you are simply not necessarily owning the substitution. I don't want you to think that, but what you are doing now is becoming a trustee of it.

00:02:03:01 - 00:02:35:20

The says the gold trust that is sitting in the Treasury is a revocable living trust. So you have to create another revocable living trust that you are going to be the trustee over to secure, which is your ALL CAPS name and your Social Security number. They're both tied together. So you are telling the Treasury and you're telling the government that, okay, I'm revoking your standing over my birth certificate, my Social Security number, and I am now going to be the trustee over.

00:02:35:20 - 00:03:04:01

I am now going to handle the affairs of everything that the ALL CAPS name and social does. So you are revoking and removing their power and now you have to be responsible. So now look at it as you are now the parent over you. But the paper document you. So that's what you're doing here. And the reason why this now works, whether it didn't work 15, 20 years ago.

00:03:04:01 - 00:03:27:04

Because simply put, the gate wasn't open, the corporation wasn't defunct. It just became defunct four years ago, in 2020, I believe. And, you know, whether you're into politics or not. But it did take Trump to do that. So yes, when people try to do it, you know, I'm not sure what they've done. I can't go into details about that.

00:03:27:04 - 00:03:50:03

But what I can say is, yes, because it was sitting in the nefarious people's hands gatekeeping the information. Now that the corporation is no more, the gate is wide open. However, we have to do it their way. We have to do it the way that they had the red tape sealed on it. However, it doesn't mean that you can't get through.

00:03:50:04 - 00:04:15:05

You just have to do it their way and you can't think of it your way because it's not your trust. Yes, they used our name. They used our social. But technically speaking, the paperwork is their property. Your name is the property of your family. So the way that you have control over your name is if it's in a family Bible, that is common law.

00:04:15:10 - 00:04:36:01

That is the normal way of doing things. But because our parents and even some of us who have children, we didn't know this system that we were born into and we just thought that, okay, we have to do this because, you know, the government quote unquote says so. And our parents got tricked into believing the government is our friend and they're not.

00:04:36:03 - 00:05:01:03

So we unknowingly signed up to have their property, which they now controlled our needs is socials. So now we have to go back and say, you know what, I want to be the parent over it, over these documents that you you've given out and that's what you're doing. And that's why it didn't work before. Because the gatekeepers were there.

00:05:01:03 - 00:05:23:16

The gatekeepers were still alive in the government. The corporate government, was still running. So now that is gone and you can look up that case, you could look their paperwork is is all over the internet, that it's been defunct, that it's been taken down since 2020. And you'll see that's why this process works now rather than it did maybe even five years ago.

00:05:23:17 - 00:05:48:12

It just was able to be open now in 2020. But we're just a little bit behind with catching up to the information. But it's okay. We can move forward from here and, you know, onward. And also with the revocable trust that you have, other people are saying, oh, well, I have another revocable trust. Just use the information that has been put forward.

00:05:48:12 - 00:06:15:18

All the documents, don't try to reinvent the wheel here. Went to a lot of work to make it so easy for everybody to follow this process. So use the documents she has. Just fill in your name. Why do you want to sign in purple? Because again, purple is royalty. Red means you are a living, breathing soul and blue means maritime law.

00:06:15:18 - 00:06:51:21

But you. We are claiming our trust. So you want to sign in purple? Also, key is spent Friday night. What was it? Three hours and Saturday night. Four hours in my telegram room answering questions for myself. This is also been a labor of love for everybody to help everybody. But it has. I can't even tell you how many, hours upon hours upon hours I have taken to copy everybody's email and send the emails.

00:06:51:21 - 00:07:18:09

So I'm making it a little easier key. And I cannot individually answer every single question. I must have had over 500. So, that's why we're going to streamline it into one area. You have to do the work. We can't do it for you. We've had other people ask for us to do it for you know, you all have to do it yourself.

00:07:18:09 - 00:07:44:11

And it's very easy. The videos are there, all the forms you just have to fill out. So the first part was doing your non descendant letter and that was very, very easy to fill out the information. It's basically your first, middle and last name and you get it notarized. The trust form. There's how many pages were there.

00:07:44:13 - 00:08:09:07

21 one. So you just fill out 21 pages of really your name, how she has it, and then you want to put it all into the black ink so you can just go on and change that. If, if you need help on how to change the ink, ask somebody or Google it. It's pretty easy. And then get that notarized.

00:08:09:07 - 00:08:47:16

So once that is done, you're going to take the two notarized trust pages that were in that trust your non descendant and the letter to the Secretary of State of your state and the letter to the the Attorney General of your state. And just fill those letters in how she has them. And you will mail those certified mail, return receipt to them, and then you have to look on and do the 2848 form and the form 56.

00:08:47:16 - 00:09:30:07

There is instructions for 2848 and that has in those instructions where you fax her your state, that information is Mike is sorry. Holly. The phone number 8098. Your commute, please. Oh. Let me go and see through this phone number. 269317 8090. Let me scroll down and mute them.

00:09:30:09 - 00:09:57:23

Okay. They muted so those forms 2848 look for the instructions. Find the phone number, where to fax it to for your state along with form 56 and the non descendant letter and the two notarized trust pages that gets fax to the IRS.

00:09:58:00 - 00:10:30:03

That's the first step. So we did that last week. Now we're at the 1099 BS. So go ahead Kia. All right. So this is the sad fun part. It's going to be bittersweet because with the 1099 the understand everything you used your name and your social on, you need to claim those credits. So it's fun because you're like, oh my gosh, I get to claim all this stuff.

00:10:30:03 - 00:11:03:01

But then the bittersweetness comes because if you don't claim that and if you don't trade it, the company gets too. So don't forget to also barter on the account which you are trading. Oh, I'm sorry to interrupt you. Don't forget to make a copy of your birth certificate, your social security card, and your driver's license. And that gets, also fax to the IRS, and that gets mailed in to the attorney general and to the secretary of state.

00:11:03:03 - 00:11:29:14

Right. You should have a total of ten pages that you are faxing along with the cover, or don't make it 11. You should have ten pages that go to the attorney general and ten pages that go to the Secretary of State. So the 1099 be after you have created your account. I'm going to share my screen and let me share screen with you.

00:11:29:16 - 00:11:37:03

Oops.

00:11:37:05 - 00:11:49:24

You're let's see.

00:11:50:01 - 00:11:59:14

Okay. You should be able to share your screen now. Okay. There. We're.

00:11:59:16 - 00:12:08:06

Tapping the screen. So.

00:12:08:08 - 00:12:17:18

Okay. Now, okay.

00:12:17:20 - 00:12:46:19

In the right one. Yeah. So when you get here, because I've already made the account, and I did present a video on how to set up the account is simply easy. You're going to use your information, but for training purposes and educational purposes.

00:12:46:21 - 00:13:04:19

And where they're going to go for this is tax. Well you're wrong. Classica 99 okay. Yeah. Always make sure you're on classes okay.

00:13:04:21 - 00:13:24:17

So you see this right here. Always make sure that you're in a classic because it's just easier modern view. It can be I'll show you what my looks like.

00:13:24:19 - 00:13:28:21

So this is the modern view.

00:13:28:23 - 00:13:38:17

I just stay in classic.

00:13:38:19 - 00:13:50:17

And can't you show your money and be. Can you also use online? 1099?

00:13:50:19 - 00:14:22:18

I'm sorry. That. What was that? Can you also use online? It's called 1099. I haven't heard of that one, but I use this one because they are directly connected to the IRS and it this one, it goes a little bit faster. Okay. There are there are an approved IRS, vendor okay. And you get I love that these buttons are here to let you know what's going on when you get to 99.

00:14:22:18 - 00:14:41:07

So it will show you that, maybe you forgot one and you forgot to, you know, because you do have to pay for, that it's not for a minute. It'll show you exactly what's going on here. And the IRS can say if they didn't accept it, they'll tell you, resubmit it like you know, or it's in the queue.

00:14:41:07 - 00:14:47:11

It'll let you know.

00:14:47:13 - 00:15:02:09

So on to 99 tax to 99.com. And you get to this screen. You're going to want to click on forms and click New Form.

00:15:02:11 - 00:15:22:14

And when you get here click 2021. Because that's where we are doing work. You're going to want to work from the bottom up. And the reason being is because they are busy with 20 threes right now. So 23 is a bit delayed because they are in the tax year of 23, because we are already in the year 2024.

00:15:22:16 - 00:15:56:05

So 20 threes people are getting them done for you know this tax year. And then you'll see 25 up here next year. You know to get 24 is done. So here you're going to click 2021. Scroll up a little bit and hit 1099 B.

00:15:56:07 - 00:16:01:07

Excuse me. Slow to.

00:16:01:09 - 00:16:13:14

Down here. Did it. Click the ribbon. Yeah. There it goes. So there's already going to be there. And this is where.

00:16:13:16 - 00:16:40:08

You're going to click individual. You're going to put your Social Security number your first name your last name. If you have a suffix you know put that there. You're going to leave disregarded entity blank. You're going to put in your address your city, your state, your zip code. The country is United States. And this is for United States.

00:16:40:08 - 00:17:01:06

I'm sorry I didn't get anything down pack for other countries. We're just focusing on the United States right now. Make sure you have your number there and your email and you just click. It will say, and what for purposes right now?

00:17:01:08 - 00:17:28:23

I'm just going to click update and you'll see all your information here. This is not going to change. Now here you're going to add the recipient. So this is already pre-filled in because of the previous video did. So when you add a recipient you're going to put the business that it's a business you're not going to put any in because you wasn't provided that.

00:17:29:00 - 00:17:50:11

But let's say it's your spectrum. Bill. What I did is I always made sure to put it in the corporate address. So of course you don't have the corporate address. So you just do a quick search. So.

00:17:50:13 - 00:18:04:10

So I'm putting in spectrum corporate address. There we go 401 Park Ave South. Lay down I'm going to the businesses spectrum.

00:18:04:12 - 00:18:27:04

And this is for a one for. Berg South. Come on come now. I. Yeah. It's a New York. New York.

00:18:27:06 - 00:19:06:11

You can put the state here. You have to type in 116. You have to type it in because it's not going to do it. That way you need the phone number and email and make sure that you select email language. This English that children do structure corporate. Phone. So. The best you I see right here. So I'm just going to use that number.

00:19:06:13 - 00:19:29:22

With this. And you want to just be sure that this is an account you have because don't make up anything. They're going to send them a 1099 B. Receipt as well. And they're going to open up an investigation.

00:19:29:24 - 00:19:41:15

And the investigation is also to see the security that they created on your account. You surprised?

00:19:41:17 - 00:20:06:02

And you just do another. And it was about what do then you're going to do the corporate email. It's right here. So I'm just going to click that and just grab email that. You see. Okay. So that's the email for spectrum. And if you have spectrum you can take notes and you know grab that and there's another address.

00:20:06:02 - 00:20:11:02

But I'm not going to change it.

00:20:11:04 - 00:20:39:14

Scroll down and add. Recipient info at it successfully. And that's how you would do each account that you you've done. Now here you're going to put your account number. If you don't have the account number that's fine. You could also put your phone number. How did you conduct business with them. You can put your Social Security number. Or you could just leave.

00:20:39:14 - 00:21:04:03

It is as you saw, it generates a number for you anyway. And that's okay. You're going to get approved because you've done business with spectrum three points. So count number. And then here you want to put in your Social Security number for the cuz it.

00:21:04:05 - 00:21:38:01

Leave 14 point blank point. There should be nothing else filled out here. So then we go over here for the application check box and form 8949. Always click be. Submit the description. I always keep an Excel spreadsheet so I can simply copy and paste is signature exchange for fund access.

00:21:38:03 - 00:22:09:21

Chapter 38. You can just copy that. There. The date. Because we are working with 2021 it's always going to be January January 1st to December 31st. But frankly. So this is the first year this wait. And so he has earned his spot. And 100,000 for making the main draws a heck of a nice day. Now here let's say I paid spectrum for the entire year.

00:22:09:23 - 00:22:46:16

I paid them $13,000 right? That's in the proceeds. One. Now you're going to leave this blank, blank, blank. You're only going to click ordinary here because it's going to be your ordinary return. Then you scroll down the line 13 border. What am I going to border ten times the amount. Meaning you're going to trade it ten times because the security was out on.

00:22:46:18 - 00:23:01:10

So just to show you how to bar. So I said they count 13,000 times ten, 130,000. That's the number you're going to put.

00:23:01:12 - 00:23:35:06

And then I'm going to just to show you you would save and add a new to on and be to continue to add. Or if you just have one account that's okay. I'm going to save and continue.

00:23:35:08 - 00:23:44:05

Sorry if you hear noise in the background.

00:23:44:07 - 00:24:13:04

And there you go. So because I put my, Well, of course a fake one, but that could be somebody's Social Security number. I put that in the Q tip line, even though I bartered, 130,000, they increase the amount because obviously there's a security there. So they grabbed the rest of it for me. And this is the amount that's going to get added and sent to the IRS that they they're already approving it.

00:24:13:04 - 00:24:37:00

They're already, increasing that amount for you and grabbing all that securities work. And then when you finish all your ten, nine, nine BS, you just simply go in and select all ups. Now and you're going to submit for this paper.

00:24:37:02 - 00:24:42:15

Click this box.

00:24:42:17 - 00:25:08:16

And of course I'm not going to pay for just to show you. And then you pay the fee and you see it's $4.75 for me to submit this. And once you pay, you will get a confirmation that looks like this. This is all you know and went through. This is B, you'll have your own reference number. But this is what it looks like when you pay.

00:25:08:18 - 00:25:50:09

So care for everybody. That, might be a little confused what they're putting in for the 1090 nines. So any bill that you have paid in the tax year 2021, you want to go every single month starting from January 1st all the way to December 31st. So let's just say you paid your mortgage, you paid your property taxes, you paid your electric, your gas bill, credit cards, your, phone bill, garbage collection, HOA.

00:25:50:09 - 00:26:18:21

If you have an HOA, whatever it is that you have made payments, you're going to total for the entire year. What that is for each individual account. And then you put that total amount in that, what was the one line where you put the the full amount before you barter? Right. You, right here and you put it in proceeds?

00:26:18:23 - 00:26:55:02

Whatever that total is for, say, your electric. So your electric was, you know, 4000 for the year. You put that and proceeds and then down by barter you're going to multiply 4000 times ten. Now why are you doing it times ten? Because they sell all these securities ten times. So you're claiming that ten times that they sell. And the money that you have for bartering, for your proceeds is what you will get back.

00:26:55:04 - 00:27:10:00

Now, can you explain for, if somebody's got a brand new mortgage in 2021?

00:27:10:02 - 00:27:14:04

How they claim that.

00:27:14:06 - 00:27:41:13

Okay, sure. So let me stop here. So to claim your mortgage again, you said you still going to work that signature exchange for funds access. You still going to put that year? Now, this is only if you got a brand new mortgage in 2021.

00:27:41:15 - 00:28:13:09

So you take so. So say the mortgage was with Capital One, right? You're going to still put their information in. Make sure you have everything that they're going to you know send them a 10 million B copy. Right. So if the mortgage let's say was and we'll use this example, let's say you, you signed for a $100,000 mortgage.

00:28:13:11 - 00:28:39:10

Right? I put that $800,000 mortgage. You're you're going to barter that 800,000. You want to trade it. It's $8 million that you are bartering.

00:28:39:12 - 00:28:56:20

So they would get back $8,800,000. Correct? It could be more. We're going to see because, and that's, you keep track of it. You if you save and continue.

00:28:56:22 - 00:29:27:10

Because what they're going to do is they're going to pull the security to see what else is left. So if somebody has applied and gotten a mortgage in 2018 or 2013, you do not whatever that is, it's only if you got a mortgage in the tax year 2021, 2022, 2023.

00:29:27:12 - 00:30:10:24

But you can you can go ahead and whatever your mortgage payments were, calculate those each month and put that down. You see how the 8 million turned into 8.8 million because they they're going to pull everything. They're going to pull the security. And they could see. So you're only going to. When you have not purchased a mortgage in 2021, but you were still making payments, you're going to add those payments.

00:30:11:01 - 00:30:19:06

Now explain the credit cards limits and how they can claim that.

00:30:19:08 - 00:30:44:13

So you get a credit card and every month you have a a limit. So that is your you claim the limits of the credit card because that loan is being renewed month by month by month. So let's say the limit is 7000 a month, right?

00:30:44:15 - 00:30:54:20

Times 12 is 84,000. You're going to put that in proceeds.

00:30:54:22 - 00:31:06:16

Then you're going to barter. You're going to trade it.

00:31:06:18 - 00:31:18:00

Make sure that you click ordinary and put the date. You know the date is always going to be the same, even if you're doing a 22.

00:31:18:02 - 00:31:27:12

It's always going to be January to December. December 31st.

00:31:27:14 - 00:31:52:08

And put it the company's information. Make sure the you have the account number. The Q tip number is always your Social Security number. And then, you know, save and continue or save and add another one. So the credit amount, if your credit card has a limit of say $20,000, that would be every month.

00:31:52:10 - 00:32:22:20

You access your ongoing security okay. So it's not for the year 20,000. It's 20,000 a month. Yeah. Because if you paid it off you used use the 20 paid it off. Use the 20 rules every month. Yeah. They're they're limiting you to 20 per month. So you have to do the 20,000 times 12. And then you have to also go back and look at everything you've been paying out of that credit card.

00:32:23:01 - 00:32:52:00

So you paid your water bill just to give you a rundown because not everybody's bills are the same. But if you paying your water, your electricity, your cell phone, your rent, rental furniture, anything you sign your name on or use your Social Security, that's what you're going to do, especially for your bank account. Every deposit that hit that account, that's how you claim against the bank accounts, which includes Social Security.

00:32:52:02 - 00:33:21:18

You can claim that every month it gets you anything that is a deposit or credit in your bank account. Right. And then with Social Security, you get a 1099, every year you're going to claim that 1099 so you're getting a double, payment basically because you're going to claim your Social Security, whether it's retirement, disability doesn't matter.

00:33:21:22 - 00:33:34:03

They give you the 1099 statement to claim. You have to claim that. And then you're also going to claim that deposits that went into your bank account.

00:33:34:05 - 00:33:52:24

And that you have a separate entry. So you would do the 1099 that they're filing separately. Then your monthly payments, correct? Correct. That's right.

00:33:53:01 - 00:34:38:14

And you're going to do individually 1099 BS for every single account that you have and then pay that amount, which is, you know what, $2 or $4. It was $4. And yeah. Okay. So let me just see because I see a ton of questions. There's any questions on this before we go to the next part.

00:34:38:15 - 00:34:42:23

To questions.

00:34:43:00 - 00:35:11:09

I had a joint tax return. Do I need a duplicate? Do do I need to duplicate everything as my wife or my wife as well? On duplicate tax return. Is that the 40 joint tax return? Do I need to duplicate everything for his wife? No. Wouldn't it be just one would claim it? Yeah, one. One person needs to claim it.

00:35:11:11 - 00:35:34:24

Okay. When signing in purple, you print the name, not scribble. Sign it. That's right. You only scribble under the ALL CAPS name. Okay?

00:35:35:01 - 00:35:55:01

I had not had a Social Security card since about 50 years, and Social Security once a month to issue a replacement. Can I just use SSA 1099 that shows my social security number instead of the card.

00:35:55:03 - 00:36:02:17

I don't know about that. You can try.

00:36:02:19 - 00:36:16:22

Okay. Signing in purple first and then colon last name. And if you have a middle name it would be first dash, then colon, then last name.

00:36:16:24 - 00:36:51:22

Has anybody done this and gotten any money. Yes. You could check out different rooms that are teaching it. 903 is a great resource. He gives out information for free. He is on TikTok, YouTube and the people over there do post their checks and you could see the amount that, you know, they got back from their credits. So on the trust you had a small you, a small S and a capital A, they want to know is that a typo?

00:36:51:24 - 00:36:58:21

No, it's not a typo. That is a common law trust.

00:36:58:23 - 00:37:24:21

As it is written, that is what it is. If you just filling everything out, and you're not reading it, that's where you'll get tripped up. But it is a common law for us. It does not go into the jurisdiction of them. They can't do anything, which means that it can't be brought forth in court. Somebody asked, please clarify, are you saying the US Treasury is defunct?

00:37:24:21 - 00:37:58:23

I don't believe it's the Treasury. It's the IRS is defunct and then brought under the umbrella of the US Treasury. Correct? The IRS is not defunct. It is absorbed into the United States Treasury. Is like basically think of office and the the the office is the Treasury. But the IRS has the small cubicle. That's how it is the corporate America, because America got turned into a corporation in 18, I don't know, I think it was 1871, I believe.

00:37:59:01 - 00:38:29:06

Yeah. Don't quote me on it. So it was it became it became a corporation. The original America is the United States. No. Of the America banana became or America. Yeah. Then it became the United States for America or something like that. Yes. And kind. I have always heard through the years that the IRS is going to be a refund agency.

00:38:29:08 - 00:38:42:18

So this is your refund. This is a refund. This is starting. So that's a really good thing. Let's see.

00:38:42:20 - 00:38:58:09

Try to record the trust yesterday. California will not record since there's no property attached to it. So that's okay. Yes, many states will not let you record the trust. And that's okay.

00:38:58:11 - 00:39:24:23

I'm notarized. It's fine. Right? I'm paying back. I'm paying off back taxes on a scheduled payment plan since 2017. The threat is that the back taxes become immediately do. If I miss a scheduled payment. Am I allowed to kill this off now, or do I need to send something to the IRS to tell them this is over?

00:39:25:00 - 00:39:51:08

Now, what you're going to do is turn 99, be it the full, dollar amount that you're paying on when it comes to that type of thing, especially with collections as well. Turn 99, be on 2021 the full dollar amount and watch it go away. Okay. Going to go ahead. No, I was going to say and if it doesn't go away you can pay it off.

00:39:51:08 - 00:40:02:10

And then you're going to turn 99. Be that for 2024 the payment you made is revolving credit.

00:40:02:12 - 00:40:21:05

So this person wrote to I'm going through the same. Is there a special format placing the Internal Revenue Service on notice? Your status in accordance with several rules, says that taxes is voluntary as well as your status.

00:40:21:07 - 00:40:52:03

Why would you send that when they are giving you a hefty refund for the credits? If they sent you a bill just 1099 for the bill. Right. Do the copies of the birth certificate and Social security card have to be full size, or can they be reduced? I don't think it really matters as long as they get a copy correct.

00:40:52:05 - 00:41:08:10

That's right. Can we do this for credit card account? Yes, it's for every single account. Anything that is connected to your name and your Social Security number.

00:41:08:12 - 00:41:19:08

If you have been married twice, do you put your maiden name even I have applied for a loan. And they didn't give you the loan.

00:41:19:10 - 00:41:31:09

Okay. Bill, can you hear me? Okay. Yes. So if you applied for a loan and they didn't give you the loan, if you were denied.

00:41:31:11 - 00:41:42:24

You can claim they're going to claim they're okay.

00:41:43:01 - 00:41:58:00

Okay. You're going. If you were married twice, do you put your maiden name first and then your married name, followed by your second married name?

00:41:58:02 - 00:42:22:12

I'm sorry I was breaking up. So if somebody was married twice, do you put both your maiden name, your married name, and your second married name? You going to put that on the non descendants letter? But then you're going to put all those names in the schedule a trust property.

00:42:22:14 - 00:42:28:03

Okay.

00:42:28:05 - 00:42:35:23

All right. Once.

00:42:36:00 - 00:42:50:24

Lots of questions. Yes. This is only applicable for U.S. citizens. What about green card holders?

00:42:51:01 - 00:43:04:12

As long as you have a Social Security number, you're going to send them your green card, your birth certificate, and the Social Security number that you have.

00:43:04:14 - 00:43:37:08

Is there a limit on how many 1099 B's we can submit each year? No. Is everything that you have done that you have signed up for? I personally have 33 accounts. Okay. Does a refi qualify? What's a refi, a refinance I think that's what. Oh yes. You want you want to put that down as well and check the paperwork when, for mortgage folks, check your paperwork.

00:43:37:08 - 00:44:05:00

Because you may think that your mortgage is 80,000 and in your paperwork, they got a check from the Treasury for, like, 240,000. Check the paperwork, check the bigger dollar amounts. Look for that because they, you know, they done the various things within the mortgage. It was all fraud. So you're going to collect on the 1099 be what the Treasury paid them.

00:44:05:02 - 00:44:33:04

Does it matter if I was under requirements I don't know why I have an echo. I don't know why. So my mic is open, so you might be open. Let me go. Excuse. Okay, okay. Okay. Let's go back. Does it matter if I receive government assistance? Will this still work for me? Yes. Your case number is the account number.

00:44:33:04 - 00:44:56:21

And how much you receive. If you get food stamps and you get $500 a month and food stamps, you're going to do 500 times 12, because that's what they give you per month. And then you're going to barter that so that you can see real quick. You know, do the calculator.

00:44:56:23 - 00:45:26:17

You just do your 500 times 12, which would give you 6000 and that you put on the proceeds line. The recipient is going to be the name of the office. I know I live in a county, so is like the county. DA's office is Department of Social Services. Each, you know, government offices name something different. Make sure you have the address, city, state, zip code and the phone number.

00:45:26:19 - 00:45:47:15

And in the proceeds. You know, like I said, your food stamps is 6000 for the year. Put that in there and you're going to barter it. Thompson $60,000.

00:45:47:17 - 00:46:41:04

That's it. Somebody asked, what does signature exchange for funds excess mean? It simply means that anything you sign your your signature is a security. Any time you sign something, whether the government document or you sign a note to somebody, you created a security because that's how they have it set up that our names are socials are securities. So if you give somebody permission to, like when you go for a car loan, just for example, you even though they may deny you, they still can create the security on your name because you signed and in the government's eyes, the birth certificate and social are the children.

00:46:41:04 - 00:47:19:23

They're the beneficiaries. So when you sign something over, you gave that company trusteeship over your birth certificate and Social Security. It like a Netflix, Hulu, Disney Plus. They became your trustee. So this process is taking ownership of what you do the the paper you the name and the social. Does. That's how powerful your signature is. So you moving forward, you got to be careful who you sign up with or what you do, or you know, if you're going to be reckless.

00:47:19:23 - 00:47:32:16

I mean, hey, that's on you. But you keep creating securities and now you have to come back and do a 1099 B for every time you sign up for something.

00:47:32:18 - 00:48:03:16

So they asked, did we file a 1099 B separate for each bill, or do we total all bills into one form now is separate for each bill. Your water bill has a ten 99B your electricity turned nine on B, even if it's on the same company, then you would put it all together. Like if your mortgage insurance and I don't know what they do with mortgages, but if everything is included in one bill, then it's one bill.

00:48:03:18 - 00:48:32:07

But if you're electric, water and rent is one bill, then that's what you would do. But if it's separate, it's a separate 1099 B. That's how I ended up with 33 accounts. However, what you will do, let's just use your example of spectrum, which was, an internet provider you would take every single month. Let's say it's a $100 a month, you pay spectrum.

00:48:32:09 - 00:49:06:15

So you would go from January, February, March, April, May, June, July, all the way through December. That $100 total, it put that in the proceed amount, which would be $1,200, because that's $100 a month. And then you would do the barter times ten. So that would be 12,000. But each individual bill, you don't have to do a separate for each month.

00:49:06:18 - 00:49:22:15

It's only for each like your electric is a separate 1099. Your gas is a separate ten, you know, 1099. But you total the month for the year.

00:49:22:17 - 00:49:40:15

Okay. Concerned about double dipping if a phone bill was paid with a credit card, can you just submit payments that you made to the credit card and not double by putting down the phone bill? Also?

00:49:40:17 - 00:50:12:21

How how was that double dipping? Because you get a credit card amount each month. So you have to claim that that's the security that they gave you the amount. And then when you're paying the company, understand it's not the credit card company. You know, you're paying the company with the credit card. That's a form of payment. So don't think of it as a like a double dip because even if you pay them with your debit card, it's still a form of payment from you that's going to that company.

00:50:13:02 - 00:50:43:11

So you have to claim the 1099 be on that company. If not, they're going to claim it anyway. If you don't. So you're just releasing, you know, your credits to them. Can you go back further than 2021? No. The only three years okay. And you can't do 2024 yet because the year is not over, right? You could do 2024 and 2025.

00:50:43:13 - 00:51:24:24

Yes. And here's the other thing that's very interesting. So let's say you go do this process and you get a check deposited in your bank account, say a, I don't know, 500,000. I'm picking a number in 2024. Then you can claim that credit in 2024. So it would be the 500,000 times ten. The. So you just are really creating them a rolling constant.

00:51:25:01 - 00:51:55:04

And you feel like that's what's the word I want. Yes. You're, you're revolving credit. Thank you. You just you're just keep revolving credit. This is how they've been doing it. They just didn't tell us the game. But now you know, and you just move forward. It's the same thing. So in 2020, when you go through all of your years, let's say 2021, 2022 and 2023, and let's say you got $1 million a check for each year that you did.

00:51:55:04 - 00:52:33:04

So now come January for 2024, and you place that million dollars in three different accounts or the same, now you get to claim that credit that $3 million. So now the 3 million bartering and just turned into 30 million for the year of 2020 for transactions. Right. Does this apply to a refinance and a HUD commercial claim? Yes, it does because understand mortgage, car, any type of loan they submit a 1099 A to the Treasury rate.

00:52:33:04 - 00:52:59:19

Who pays it. So the Treasury, you know, debts of us are the Treasury's responsibility according to their code I believe is 31 USC. 312 3 or 1323. The debts and obligations are the Treasury. So these companies, they received the check in 45 days from the Treasury, but then come around and say, hey, give me a gift.

00:52:59:21 - 00:53:33:24

So all these payments we've made are gifts to them that we are taxed on. So we are claiming those credits back because they're not recorded, which is why the IRS has to now investigate them, aka the Treasury, because the Treasury is like, hold on, we paid you for this person for this transaction. So then when we, you know, come up and say, no, I've been giving them money to now the Treasury got to give it back to you because it was already taking care of you.

00:53:33:24 - 00:54:00:16

Just did a no. However, that's when you was in the stance of being a beneficiary. Now you're changing yourself, your status over as a trustee. So you have to handle the affairs of everything that your name and social has done. Somebody asked, how do we determine if the business had our Social Security number, for example? I'm not sure my HOA knows my Social Security number.

00:54:00:18 - 00:54:30:16

Is there a list of approved types of services we can use, whether they have your Social Security number or not? You sign your signature is a security. So you put your your signature on something. You created a bond for that piece of paper so they can go and type in something else under your signature and go get money from it.

00:54:30:18 - 00:54:36:00

So you have to claim your HOA, payments.

00:54:36:02 - 00:55:11:17

Doesn't matter if the home loan is a private party lender or an institutional lending. No, it does not matter. You sign. You have to claim. Is military ID or a passport copy. Okay. And place a Social Security card. Now they still need the social okay. They have a birth certificate, but no card. You can, go to the Social Security office and you can get one request, one.

00:55:11:19 - 00:55:38:23

And somebody wrote. Yes. Anything with the picture that was issued by government. Now you want your Social Security card. What about prepaid visa and Mastercard is for companies like Venmo, Cash App, revolt, etc.. And your bank is epic cards. Yes yes yes yes I did my cash app, I did, I don't have Venmo, but I did my cash up.

00:55:39:00 - 00:56:05:17

Okay, what if you file bankruptcy on these credit cards? Now you have lucky you, you have extra because now you've got the bankruptcy court proceeding. Your case number is your account number. Now you got whatever credit cards that you've file bankruptcy on. So let's say it was three credit cards. That's three separate accounts.

00:56:05:19 - 00:56:22:16

Okay. Somebody wrote for a credit card. Can I do a B for the full amount of the credit limit and a B for all the payments during the year, and barter them both? Yes. That's what you're doing.

00:56:22:18 - 00:56:47:17

But it would be two separate 1099 B's, one for your credit limit and the other for all the payments. Do we facts both sides of the Social Security card? No, no. Okay.

00:56:47:19 - 00:57:22:02

Where is the guide? The guide is pinned in my rooms. And Marcus, my admin and my room set up a new, place to find all these forms. He pinned it and I will pin it, but it will be, claim your credits, mailing list and all the information will be there. It'll make it so much easier. So just to let everybody know, I just reported something.

00:57:22:04 - 00:57:59:12

Get that on. It'll be there. So you don't have to be a citizen for this, correct? You have to be a US citizen. If you're not a US citizen, you cannot do this because these are USA forms using our government agency for what you have paid in. And your Social Security number. Let's see.

00:57:59:14 - 00:58:29:15

If you are a veteran, you can claim your monthly check. Yes, you can. Do we do our monthly credit card payments too? Yes. What about an LLC that has a credit card and they're quire you to include your Social Security number, as well as the LLC EIN as a guarantee. And your 1099. These that's a whole different other process.

00:58:29:17 - 00:58:40:12

Unless you become the trustee over that LLC. Okay.

00:58:40:14 - 00:59:10:03

Okay. So if I barter a Comcast bill in 2021 times ten and use Comcast in 2022, do I do the barter again times ten? Yes. You're going to do it every year 2021, 2022 2023. And then when 2024 is over, you will do it again in 2024.

00:59:10:05 - 00:59:39:04

Okay, so somebody said, what is the process for the s o c security again, social security again, the only process for the Social Security is you're going to make a copy of your Social Security card to include faxing to the IRS s and include with your attorney general and secretary of state paperwork that you're going to mail in.

00:59:39:06 - 01:00:10:05

What if we had credit card charge offs going to claim the charge of, okay, what if you haven't file taxes in the last three years? That's okay. I haven't followed in ten years. Okay. So you can include total. The you can include total yearly deposits in a bank account and 1099 be it. Yes.

01:00:10:07 - 01:00:36:18

So when we send all these 1090 nines, do we send them all at one time? No. You can break it up. You can, you know, whatever you can afford. Because you do have to pay the filing fee. There's no workaround for that. So I did like the first 11. And then I went back and did 22 like that I did as you know, my funds allowed me to do okay.

01:00:36:20 - 01:01:09:11

If your credit card company reduces your credit limit mid year, would you total up the monthly limits for one year total? Yes. If if they reduce in the. Can I claim all deposits on a joint checking account? Yes you can, but understand that's a bedroom conversation that somebody who's going to claim it all, or you're going to have to sit there and do the math and split it.

01:01:09:13 - 01:01:42:05

Somebody broke. Don't you want to click T and match before you submit the 1099 B? Because that. No. You're going to click just the UPS mail and select all. You're not clicking anything else you need to okay. I'm trying to save this microscope and that. Verdell. Yeah. Got it. Okay. Let's go back to questions.

01:01:42:07 - 01:02:00:13

Can I 1099 b UIA I don't know what UIA is universal. I don't know what that is. 2021 was when they were offering an additional amount each week because of Covid.

01:02:00:15 - 01:02:36:13

I guess that's something Covid payments, your Covid payment. I don't know about a Covid payment, but unemployment and unemployment. Yes. Your case number is on there. Okay. If you paid cash for a home, do we put the title company as the recipient? There's no account number, so we just use the 1099 form. Generates.

01:02:36:15 - 01:03:04:18

Yeah. Just use the number that it generates with the account number. But it's who you gave the money to, who you paid. That's who you're going to put as the recipient. And that has to be only if you paid cash for a home or got a mortgage in the tax year of 2021, 2022 or 2023, you cannot go back to previous years.

01:03:04:20 - 01:03:32:16

Do we do a 1099 B for everything that goes in and out of our account? Pretty much yes. Yes, but you need to look at who you paid out of that account. So you're not, 1099 being the entire account balance. Like every transaction like meaning that you add up everything and you're claiming that against like, let's say Capital One, for example, you're only claiming the deposits or credit.

01:03:32:16 - 01:03:56:23

It'll say on your statement from Capital One and look at who you paid out. So again, Netflix, you you add that up. You can Hulu, your water bill, electric bill, your rent. You need to make sure you have those companies information to follow. 1099 B forward all those payments you make to that company. We have a joint mortgage.

01:03:57:03 - 01:04:27:19

Is that the same? I can claim it all one time. Again, I had that as before, but go ahead and answer it again. Again, if you are joint late, you're you're married and everything is jointly. You guys have to work it out between either one person claims it all or you split it. You have to split it down the middle to the penny of who gets to, claim.

01:04:27:21 - 01:04:56:03

If you don't have a lot of bills, but you do have a lot of things you have paid for with your debit card, can you claim that? Yes. And if you paid an individual, do you count that to only if that individual owes you back and they did not pay back? Okay. What about property taxes to the county do we 1099 them yes.

01:04:56:03 - 01:05:01:05

You are.

01:05:01:07 - 01:05:25:14

Is it correct? We do not. 1099 B forms until after our forms are accepted from the Secretary of State. Attorney general, you do not have to wait until is accepted, but you do need to make sure that your fax with the IRS goes through, that it's completed. I know the line has been extremely busy, but make sure keep faxing until it goes through.

01:05:25:19 - 01:06:05:16

Then start your 1099. These. They need to receive that. Do we include interest on bank account transfers? I think it's interest. The interest payments. That's a credit. So yes you're going to claim that for the trust. Do we use the same trust name for the common law in and the IRS in. The same trust name. Wait, what? So your trust name, let's say it's, Susie Q is your trust name.

01:06:05:18 - 01:06:27:05

Do you use that for the common law in what your common law is, is zero, zero. And then like use your birth date, you make that number up when you go for the IRS. Second, you are going to use Susie Q revocable living Trust or whatever you have.

01:06:27:07 - 01:06:58:15

See, when entering your new mortgage debt, can you also add your monthly payments together, or does the mortgage have to be separate from the payments? It has to be separate. And then make sure that you are paying that mortgage company, because a lot of people have sold the mortgages with just using Capital One as an example. You got the mortgage with Capital One, but your payments are being made to Mickey Mouse.

01:06:58:20 - 01:07:26:04

So you're you have to turn any non b capital one. And then 1099 B Mickey Mouse. So just make sure. But even still you still have to do a separate 1099 B for the payment. And then the separate tonight and be for the full mortgage amount. If an account went into collection, the amount sold to the collection agency can be claim times ten, correct?

01:07:26:10 - 01:07:30:22

Yes.

01:07:30:24 - 01:07:48:10

Can I 1099 be the limit on my credit card if I have not spent up to the limit? Yes, you do that for every single month, whatever your credit limit is, and then times ten.

01:07:48:12 - 01:07:59:17

Do we sign just once for our name, the variations or a separate signing autograph for each variation?

01:07:59:19 - 01:08:14:20

For the ALL CAPS name that gets your regular scribble, signature as a trustee, you always going to sign you first name colon. Last name.

01:08:14:22 - 01:08:46:07

They are two separate people. Do you recommend including the IRS in in the trust schedule A as property? If you would like to do that you can. That's totally up to you. Do you do ten nine two 1099 B's for credit cards, one for the credit limit and one for the monthly payments? Yes. If you bought a new car in 2021, does the same apply as a new mortgage?

01:08:46:09 - 01:09:13:21

Yes it does. The full amount of that car and your payments is separate. Separate 1090 how do you fill out? 1099 B regarding a bankruptcy? The case number is the account number. And however much the bankruptcy is, that is the proceeds and you barter the payor is the court, the recipient?

01:09:13:23 - 01:09:18:04

Okay.

01:09:18:06 - 01:09:43:05

My company pays most of our bills are houses and my company name. Sometimes my mortgage gets paid through my husband to count. I transferred to him since I ran out of checks. How will this work out? Then? Because it's coming through the company. Not to confuse anybody, but that you would have to now put your company in the trust.

01:09:43:07 - 01:10:22:03

And your company also has to become the settlor and grantor of the trust because they have to give up their rights to then you as being the trustee and your husband. And you also have to include, 8821 and do a 2848 for the company. So the company is set up for 28, 48 and 56 as the, you know, individual, the company now has to do a 28, 48 and an 88, 21 and the back doors to use the information from, from the 2848 to fill out the 8821.

01:10:22:05 - 01:10:52:00

Somebody asks, do we claim direct deposits in the bank account, or do we claim it from the company that deposits? So let's say your bank is Wells Fargo. You have a deposit there. Do you claim the Wells Fargo deposit or where it came from? You're going to claim Wells Fargo. What if that company sends you like, for example, Social Security, send the 1099.

01:10:52:02 - 01:11:18:24

I forgot what letter. But if they send you the 1099 and you're getting all those deposits in Wells Fargo has a 1099 B now and then Social Security, who given you the money has a 1099 as well. So 990. Okay. How long for the 1099 BS to be accepted? And do we have to wait for secretaries? Now that was already answered.

01:11:19:01 - 01:11:32:04

The 1099 BS take a couple days to be approved. Correct? Yes. It depends on how fast they can get to it.

01:11:32:06 - 01:11:54:06

Okay, somebody said they had a card charged off, but they keep asking for money and they didn't do it. 1099 C maybe they blocked that. They charged it off. So you're going to turn 99 B that that charge will.

01:11:54:08 - 01:12:15:22

Okay. I've already submitted my documents and I printed my signature in purple without symbols. Only put symbols in the typed part. Is that okay? What symbols? Well, your, dash, your. Oh, and.

01:12:15:24 - 01:12:40:18

Wherever they are in that document, just follow exactly how it is in the document. If I actually have a Q sip number for court case, should I use that instead of my Social Security number? No. Just use your Social Security number.

01:12:40:20 - 01:13:03:20

I wouldn't play in the background with the Q-tips. It's all connected to your Social Security number anyway, so even if you think you know it, what I have found in my use of investigation is that more than one person is tied to a of. Now the rules have changed. So the safeguard is to just use your Social Security number.

01:13:03:22 - 01:13:22:21

If you bought a new car in 2021, do you claim the price of the car? Yes. You do. Just one time, the full price. But then you claim another 1099 for the payments.

01:13:22:23 - 01:13:55:24

How fast will you get a check from the Treasury? It takes up to 21 days. Because this is not it. You. You're just reporting all these claims with the 1099 B, but we have to. You then have to go to the 1041 so that your trust can receive the check. Somebody wrote how do you do this? If I have not filed for 2022 or 2023, this has nothing to do with your personal income tax.

01:13:56:01 - 01:14:22:09

This is the this is trust business. This is your you as a trustee is letting the IRS know that, hey, my ALL CAPS name and social did these transactions and we need the security back. We need the credits back from what you know, the child did as a trustee on the trust. Can your witnesses be the same as your beneficiaries?

01:14:22:11 - 01:14:46:06

Yes. As long as is there eight over 18 your witnesses. Okay. Somebody wrote what sections are left blank on the 1099 B form. Okay. You're going to have to go back and watch the video. Because we're not going to go over that again.

01:14:46:08 - 01:15:19:23

Can this process be done for life insurance policy payments, every single account that your name is tied to and it comes in ALL CAPS, everything that you have used, giving a company your social security number, every account. Okay. Somebody wrote in 2021, I had six rental properties, two corporations and four bank accounts. I declared chapter seven back in 2023.

01:15:20:00 - 01:15:54:00

How do I approach a 1099 B? Well, you declare it in 23, so then you would do A 1099 B for that, for that case, for that year. But everything else in 2021 he would do a 1099 B for yes. How do you list payments from a 401 K with the holding they gave to the IRS?

01:15:54:02 - 01:16:14:23

Has a 401 K, like did you receive payments or you're probably getting payments from their 401 K. Getting payments from them for as long as you have the account number, you add up all the payments that you're getting for the year and then barter.

01:16:15:00 - 01:16:39:13

Can this be done by paper instead of doing it online or a combo of the two? No, because the rules state that as long as you have less than 100 accounts, you have to electronically file. Unfortunately. And if you're going to hit over 100 accounts, then it's paper. But understand you have to send in that whole check to to the IRS.

01:16:39:15 - 01:17:11:06

In one shot, because there's, there's a amount to file. You know, it cost to file each one. Okay. How about court cases. We've answered that again. That court case, you would write that down and claim that 1099, be it. Can I list my husband's mortgage payments? I'm on the deed, but not on his mortgage payments. Yes, but it has to be under his name.

01:17:11:06 - 01:17:19:16

None of you two are sharing a trust. Okay.

01:17:19:18 - 01:17:30:09

Let's see. Can I 1099 b my total income taxes each year.

01:17:30:11 - 01:18:06:01

Your income tax. Yes you can. It has an account number on it. How do you W-2. You do. It has your name on it. You have an account number. You're going to tell 99 B. How do you do the 1099 B for a writ of execution through Amex. The same way the account number Amex is the recipient and whatever the dollar amount is in the proceeds and barter.

01:18:06:03 - 01:18:33:02

I have tax debt from 2014 that is just being applied for me to pay. Now. Can I do that for this strategy? As long as you have a letter that says the dollar amount, you have to look at the year of that letter. So if the last letter they sent you in 21, then you would go by, you know, do it for 21.

01:18:33:02 - 01:18:54:09

But if they sent you a letter this year, you have to wait till January. So you just go ahead and continue to make the payments. And then in January 1st, when 24 opens up, you'll turn on be what about old to Walmart gas. Yes. Anything.

01:18:54:11 - 01:19:21:13

On insurance for your auto. Can you add the amount for the six month policy amount and the monthly payments together? Just do the for the insurance. The no. Because it's like you, you get a monthly, you get the whole amount. So let's say 600 and then they break up your payments. So all you're going to do is the 600 payment, if that makes sense.

01:19:21:13 - 01:19:40:12

Like as an example, not unless you want to do it by by the payments you made. Like for instance Geico, I noticed that I was overpaying Geico, so I just went by my payments because that was the larger versus what the policy was.

01:19:40:14 - 01:20:19:00

Somebody wants to know, how do you claim a denial loan? You claim the denial loan from the account number that's there on the, loan, and then who the company is as the recipient and the amount that you was applying for and. Okay. So can we 1099 a bill, even if we didn't pay the bill? I wouldn't think you would be able to if you're not paying the bill.

01:20:19:02 - 01:20:43:24

Secretly, you actually can, because the bill is not negative. You'll never get a negative bill because they've been paid. So, again, would you do everything every dollar amount that that, they keep sending you a bill for, you're going to add up that, that dollar amount for the year and put in the proceeds and barter from the, you know, whoever sent you that bill.

01:20:44:01 - 01:21:14:19

Okay. For a bank account, can I do a 1099 B for the FDIC insurance once a year as well as a B for all the deposits during the year? No, let's not get greedy. The FDIC is the banks. Insurance is not your insurance. You can only tonight, be your deposits me into the account. What about taxes that got charged off after ten years?

01:21:14:19 - 01:21:46:23

Can I claim that as long as the transaction. Was in 20, you know, 2021 is the last year. So if they charged it off in 2021, you can or, you know, any of these years prior. So should we expect any reaction from the banks or credit card companies after we filed the BS? There was a guy on the 903 show on Sunday who said he was getting grief about why he was filing all the BS.

01:21:47:00 - 01:22:11:22

No, they're not going to close the account. They're not going to do anything. What it is is they want you to retract it because these companies are not reporting to the IRS Treasury that they were getting gifts from you because our payments are are just a thank you to these companies. The company already got paid from the Treasury, but then they backdoor and say, hey, you owe a payment.

01:22:12:00 - 01:22:33:01

And if you notice, none of your statements will ever say negative. It's it's positive. It's a number. So we're telling the IRS and the Treasury now investigate them because I know you paid them according to the United States Code. So I want my money back saying what I paid. And now I'm going to treat.

01:22:33:03 - 01:22:53:19

On the Q tip box, you said to put your Social Security number, but I'm doing a 1099 B on an account with a promissory note, such as a car loan, and there was an actual Q sub out there attached to the account. So should I leave it blank and let the IRS determine it? Or should I go ahead and put my Social Security number?

01:22:53:21 - 01:22:58:21

Just put your Social Security number.

01:22:58:23 - 01:23:10:20

Okay okay then I answered income state taxes and property taxes. You can 1099 B.

01:23:10:22 - 01:23:49:06

Oh yes. I was going to answer that. Can we claim every doctor we went to? Your doctor sent you a bill? Absolutely. Does a husband and wife do their own claim separately, even if they're on the same mortgage and bills, but not on all bills being paid? You can do it separately. Or you could just have one person you can split up, you know, however many transactions one person does and the another transaction another person does is however, you two want to do that because it is joint.

01:23:49:08 - 01:24:25:16

So and if somebody had a foreclosure, do they claim that. Yes. You do you claim the amount of that foreclosure. And when claiming rent to I send to the landlord or management company or where do I send it. You send it to the corporate office management. For myself like I have a there's property management, but then there's the corporate, company, you send it to the corporate company, you put their name down for the recipient.

01:24:25:18 - 01:24:58:18

Okay. If you have section eight, this the same thing is the office of where your voucher is coming from. You claim that. What do I place in business section as I'm retired? You're not putting anything in the business section. You're making it individual. Yeah, you are the individual. Can you claim life insurance? Yes.

01:24:58:20 - 01:25:09:04

We went over that. What about reverse mortgages? Yes, we. We did that one too. Yes.

01:25:09:06 - 01:25:38:24

Okay. Let's see. We already answered that. How do I claim my, Wyoming State retirement income? The same way. Whatever the dollar amount you receive, if they give it to you every month, every quarter, you just add up all those dollar amounts. And who's the recipient? It would be wherever the offices the proceeds is the dollar amount.

01:25:38:24 - 01:26:06:19

And you bar. And how do you fill that out for bankruptcy on the 1099. What would the company be? The company is the court that your case number is the account number and the amount of whatever the bankruptcy is? Yes. Is the proceeds. And you're going to bar can I claim child support alimony? Yes. You can. Again, it came from the court.

01:26:06:19 - 01:26:29:07

So the court is the recipient and the case number is the account number. And whatever you have to pay per month, you add up all those payments that's in your proceeds and you're going to barter that. And the case is actually going to get dismissed because you did it to 990, but you want to do it like let's say the case started in 2021 and you're still making payments.

01:26:29:07 - 01:26:58:10

You're going to 1099 the every year. Do you count rent paid each month that you have on a second home? On a second home? Yes, I guess rental property. So they're getting rent. Oh, if you're receiving rent, no. See, the renter gets to do a 1099 be on you, not the other way around because you are receiving a payment.

01:26:58:12 - 01:27:20:20

So if the renter finds out about this, you're going to get hit. And even if you are reporting it, you're still going to get a 1099 B, receipt because the renter can, can claim those, those, those rents, those amounts that they're paying. But wouldn't they be able to claim the deposit in their account. Yes, they can claim the deposit.

01:27:20:22 - 01:27:28:02

Okay.

01:27:28:04 - 01:27:40:05

If I bought a truck at the end of 2021 and was refused by several banks on the loan, how do I find these banks?

01:27:40:07 - 01:27:56:11

They should have sent a letter. You should have ceived a letter. Or you could go to whoever you got the truck from and ask who they sent everything to.

01:27:56:13 - 01:28:02:05

I'm sure.

01:28:02:07 - 01:28:40:06

All right, one more quick question. Vinegar. What more? Are you kidding me? 99. Oh, goodness. God, it's crazy. How do we qualify for signature? Like a signature medallion guarantee that we don't do that? That's like. So outside. Okay, two more minutes than 830. Okay. Is there anything else on doing the 1096 or the 401 be.

01:28:40:08 - 01:29:01:05

401 V of you know what? I'm getting myself confused. The 1096. Do we need to do that or do that? The last video we'll we'll do that in the last video because the 1096 is nothing but a receipt that you're going to use box five to claim on the 1041 to receive the check. Can you proceed with this?

01:29:01:05 - 01:29:31:18

I mean, you're in an active chapter seven bankruptcy. Absolutely. Okay. If my mortgage was sold last year, do I put the total amount it was for the year, plus the payments I made? You can only claim the payments from 21, 22 and 23. But because you sold it this year, this year's information is going to go for January.

01:29:31:20 - 01:29:58:10

When we go back, being a republic, will this process, the process also go with it? I'm not sure. Okay. In the description box box, do we type signature exchange for funds excess and lowercase letters or it doesn't matter. It doesn't matter just as long as it's there okay.

01:29:58:12 - 01:30:20:23

After the 1090 nines are submitted what do you do next on the guide? It tells you exactly what you need to do, which you were going to click generate 1096. That's your receipt. You were going to wait for the IRS to process it and approve it. Then you move on to your 1041. I had a business and an S Corp.

01:30:20:23 - 01:30:37:18

I was responsible for everything. Do I need to add the business and I and my trust? Yes. Okay. Money answering that.

01:30:37:20 - 01:30:41:24

I'm not answering that.

01:30:42:01 - 01:30:57:20

Any contractors that were paid for updates on my home must be made because of damage to interior and exterior. Yes, you can claim that.

01:30:57:22 - 01:31:29:11

Okay. The one place. Shut up right now. I'm not sure. Okay. Where you sign in purple is exactly where this signature page is on your trust. And your non descendant. You just have to. Everything is perfectly spelled out, and she has videos for everything to make it easy for everybody.

01:31:29:13 - 01:31:40:20

Does this process prevent eventually claiming the entire remaining balance of the C, the cess to QB?

01:31:40:22 - 01:31:55:13

The remaining. You'll never know what the remaining balance is right? And you're not going to get that. You guys could just make yourselves.

01:31:55:15 - 01:32:05:17

I don't want something to give you and ridiculous and muted please be yourself. This morning's iPhone.

01:32:05:19 - 01:32:29:02

Do you round off the bill amount or use it as it is. The green round off the bill amount. You want to claim exactly what you paid on that bill. Exactly what you paid. Don't make up numbers because then the company can now hit you because you it no.

01:32:29:04 - 01:32:57:03

Is there any way we can get help with this? I'm illiterate and need help on this. Well, that's why we've been doing these calls and zoom calls and he had spent Friday night and Saturday night hours and hours. We are doing these educational zoom meetings to help everybody and answering questions. How do you put it on your paycheck?

01:32:57:05 - 01:33:20:24

On your paycheck? Is the W-2. That they would claim the W-2. You would claim the W-2 because your employer's information is there and you have an employee ID, and that's the account number. And I believe it's the larger. I'm not sure, if it's the net or the gross, which is higher. So you claim that what they paid you the the whole year, you claim that.

01:33:21:01 - 01:33:49:21

And as the proceeds and barter and the company is the recipient. Okay. And deposits is done in the same process, any credit or deposit in your bank account, we will do a 1099. So if your bank is Wells Fargo, you will do a Wells Fargo. 1099 B.

01:33:49:23 - 01:34:19:19

Is the credit card amount that we can claim. The total amount we charge for each month in the calendar year, for each credit card, we have multiple cards. You're going to claim each individual credit card you're going to claim and total the total monthly. And then whatever that credit limit is each month you're due to separate 1099 BS.

01:34:19:21 - 01:34:55:03

Yes. You can claim your income. I have a green card. I live in new Jersey, but I'm not a US citizen yet. Are they able to apply for this? That I'm not sure. Because you would have to show them, like proof of citizenship or some type of. I'm not sure what that what the immigration process is, but you would have to submit that to them with the Social Security card and ID, people are asking, this is part of the state national process.

01:34:55:05 - 01:35:02:21

No, this is really part of Nesara that's been open. Yes. For people.

01:35:02:23 - 01:35:12:12

This is your necessary money, right? Let's see.

01:35:12:14 - 01:35:37:05

Student Loans?

Does this apply to student loans? Yeah, yes, it does. You're going to go by the amount that financial aid gave to the school, not what the school gave to you, because sometimes the school gives, stipend. So you go into your passport account and look at 21 transactions and add them all up come how many deposits they made to the school.

01:35:37:11 - 01:36:05:01

And you claimed that whole amount. And then barter. So when you set up your trust bank account, you set that up first in order to deposit your checks from the 1099 B filings. Well, yeah, you want to because where is that deposit going to go? It can't go into a regular account. It's going to get revoked if you try to put it in your ALL CAPS name account, it has to go into a trust account.

01:36:05:03 - 01:36:36:20

That's why I gave fidelity, because they're not asking for any paperwork. You simply just enter an information. The account is open in less than five minutes. Okay. The form 2848, section three, there is no 1099 are listed. Can it be added to form 2848? I'm not sure what that was. Do the form exactly how it's it's, you know, outline, right.

01:36:36:22 - 01:36:45:04

Yeah. I'm not sure what that is.

01:36:45:06 - 01:37:16:03

I had my estate pay my Social Security gain piece taxpayer for 2021. So the recipient information would be the state. Is that a problem? That means you're charging in the state. The estate is, you paid. If you paid the estate, then, yeah, the state will be the recipient on the stand. The estate also has to file their taxes and put that on the payments you made.

01:37:16:03 - 01:37:50:22

Jailed?

So yeah. Somebody was incarcerated. They claimed that. Yes. Because it's the case number, the amount of the bond that was set and you put that in the proceeds, the amount of the bond and barter it, and they will come out of jail or, you know, that case will be wiped off of your record Del payments. You can claim retirement savings and distributions.

01:37:50:22 - 01:37:55:21

Yes, you can claim.

01:37:55:23 - 01:38:25:05

On the form for the Department of the Treasury, it says you have to add your state code. How and where do we find our state code? We have to go through with that. We're not filling that out. You don't fill out your state or your state code. In the beginning of this video, Kitt went through exactly what you were going to fill out.

01:38:25:07 - 01:38:37:07

When we get these funds, are we going to be penalized and have to pay it back? Now, you claimed your credit.

01:38:37:09 - 01:38:49:18

What about rent payments done against my bank account? Yes, you will claim those.

01:38:49:20 - 01:39:15:08

Can we get a copy of a sample spreadsheet to use as a guide to help with the 1090 nines? I don't know if you guys are savvy on doing an Excel spreadsheet, but all you have to do is type in on the Excel spreadsheet. Let's say it's Comcast type in January. What that payment is February. What that payment is March.

01:39:15:08 - 01:39:29:17

Go through every single month and just put the total. And then you will total all that up. And then also do the barter amount times ten and have that all on your spreadsheet.

01:39:29:19 - 01:39:45:03

There's only so much that Kia and I can do. And if people have questions, you may have to, you know, with technical things like this, you guys will have to help each other.

01:39:45:05 - 01:40:16:20

S-Corp?

Otherwise, Kia and I mean, it's been a lot of work. We can't do all of this all day long. Let's say, what if I get a government survivor annuity every month and I. 1099 that. Yes. And I include my s-corp and add it to my trust. Yes. The s-corp has to get an 8821, though, as well.

01:40:16:22 - 01:40:30:20

Not a 56. So they said at the beginning of this call, I heard a green card holders with Social security number could apply for this as well.

01:40:30:22 - 01:40:54:11

Green Card?

Yes they can. If they have the Social Security number, they have to also, send in a copy of the green card along with their. But birth certificate as well, or some form or other form of, government document. If I have an income tax refund due for 2021, but it's been withheld from me. Can I 1099 be it.

01:40:54:13 - 01:41:27:21

Yeah, you can. Yes. Okay. We've answered court cases. Oh my God. There's still like 99 new messages. This is okay. Oh my god. So somebody saying, why would we have to go through all the trouble if this is all going to be done through Nasira? Please understand that this is under the Republic. The Republic is for the people.

01:41:27:21 - 01:41:48:11

By the people. That means you are not being governed over. You have to govern yourself. So as a trustee, you are governing the affairs of what the ALL CAPS name and Social Security number has done. Nobody is going to be over your affairs. So if you're going to sit there and wait, unfortunately you're going to miss out. Like I can't sugarcoat it.

01:41:48:11 - 01:42:05:07

So I mean, you can wait, but you'll just be waiting right? Oh my goodness.

01:42:05:09 - 01:42:27:07

You know what? There could be somebody on your trust. Chances are, somebody having your same trust name and your same date of birth is very slim to none on your trust. I'm. Sometimes you guys overthink things.

01:42:27:09 - 01:42:36:03

Again, just follow what's there and try not to overthink everything.

01:42:36:05 - 01:42:49:17

I paid my mortgage off this year, but my son paid it last year, and I reimbursed him what I sold the house this year. How do I handle this?

01:42:49:19 - 01:43:12:16

If you turn on your handy, your son, he's going to get a copy of it. And he would have had to report that as income. Unfortunately. So I mean, how you ever you want to work that. But again the transactions for 2024 are not done. We're not out of this year. So there's nothing to do, with this year, this year has not opened up.

01:43:12:17 - 01:43:26:17

It will open January 1st. Can we claim our crypto accounts since it provides Social Security number? Okay.

01:43:26:19 - 01:43:51:19

We went over joint accounts. Will you get something back from the IRS to confirm or acknowledge our form 56 and 2848? No. If you get anything back, they're going to tell you that you're missing documents. And to hear nothing back is good news. No news from them is good news. Okay?

01:43:51:21 - 01:44:14:10

Okay. I paid cash for homes in 2021 and 2022, and called both title companies to find out where the money went, was disbursed to, and the title company said they don't provide that information, which is why I asked who the recipient would be. I simply wire transferred the funds to the title company and no idea where it went.

01:44:14:12 - 01:44:25:21

From there, am I at a loss who to put as the recipient? No, it'll be that title company because that's who you gave the money to, right?

01:44:25:23 - 01:44:32:09

All right. That we answered,

01:44:32:11 - 01:44:57:05

Christina's answering questions as well in the chat. A lot of, I guess I don't know if, people were. What about realtor selling fees when you're selling your home? Did you have to pay that? Yes. It gets paid to the real estate company. Yeah. Yep. You're going to 99 that. What if you have no credit limit on your credit cards?

01:44:57:07 - 01:45:15:21

How do you proceed? Well, you have to have a credit limit. Yeah. Credit card. That's why it's a credit card. So I would call them up and ask them what your credit limit is. Right.

01:45:15:23 - 01:45:40:12

When we do our Venmo, do we total our deposits for the year? Yes. For paying rent. Do I use my landlord name and address since he owns the units? Is he owned if he owns it? Or if you find out that there's a corporation that owns it, it's whoever owns it.

01:45:40:14 - 01:45:59:04

So to clarify on the mortgage payments, if the mortgage payment includes homeowners insurance, real estate taxes, do we break down each? I don't know, just include the total amount. Total amount right.

01:45:59:06 - 01:46:26:06

So if we go to Wells Fargo and we asked to apply for a $500,000 mortgage loan and take the application. But they turned me down, can I 1099 be them ten times the amount? Yep. All right. But listen everybody, don't go to all these banks and try to apply it. I mean that's to me getting greedy. And you're going to you're going to miss the point of what this is all about.

01:46:26:08 - 01:46:49:21

Stick with what you have. Stick with your bills, stick with your deposits, but don't go and try to make stuff up and do this. Like that's not the purpose of this. And that's being greedy. Same with a lot of people have asked about what do I do about my deceased relative, for doing this same filing their claims.

01:46:49:23 - 01:47:28:00

Let's just stick with yourself first and foremost and get yourself full. And don't worry about all that right now. Okay. We're not going to do a $10 million house and get to declined. Let's let's just not be greedy. Because that's getting a little, little crazy. Bank account you closed, but they keep them open. Do you go back and claim the credits on the account, even though they closed it?

01:47:28:02 - 01:47:41:02

As long as it was in 2021, 2022 or 2023 or even this year. And remember, this year is not open yet.

01:47:41:04 - 01:48:01:14

All right. A lot of these have been answered. Oh my God, there's 99 new questions. You're not going to I'm sorry. I'm going to just grab this this one over here. It doesn't matter if you know what you're accused of is understand that the Houston process has been changed and a lot of us all share one. It.

01:48:01:18 - 01:48:26:10

So that's why I'm telling you to just do your Social Security number. Because you think that you have 80 million in that shit, but you don't. It's connected to multiple people. Me and all my children are sharing the same. Cuz when I did a full whole day research on it, so what they did was they absorbed it. Because your Social Security number is not just your Social security number.

01:48:26:14 - 01:48:50:22

When you pass is going to go on to somebody else, it keep the number keeps getting recycled. So and even someone over overseas has your number as well. So it's all lumped into one big pool. So just claim your pool your section which would be under your Social Security number. And then they have it tied to your birth month and the birth year and the day.

01:48:50:24 - 01:48:55:21

Just claim your portion. That's it.

01:48:55:23 - 01:49:23:13

Royaties? Charities?

I get royalties from a gas company on natural gas mineral rights to I. 1099 B the gas company. Yeah. Right. The corporate. Yeah. You have to put in the corporate, information. I do a 1099 for giving to the United Way and churches do I 1099 that or do I do a 1099 for giving to the United Way in churches.

01:49:23:15 - 01:49:32:24

Yeah. So ten nine B yes.

01:49:33:01 - 01:49:57:19

Okay. I know you wanted to end at 830 and we're way over. Can we just go to nine and then we'll cut off? Okay. We're not claiming estate of deceased parents. We're not going to even go there. Just work on yourselves. Let's not worry about that.

01:49:57:21 - 01:50:24:20

Subscriptions

No. If you can't do to B, Google you Yahoo because you did not pay them anything, the only thing you can do is your Netflix, your Hulu, you Disney Plus your subscriptions. If you paid like for me, I paid for LifeLock. You you can claim that because you actually signed up and paying them for the service.

01:50:24:22 - 01:50:52:05

401k tax

I receive payment on a 401 K and they withheld tax. Vanguard was the company. Do I get the money they sent to the IRS? You're claiming, what was withheld if they if they gave you the rest of the payment, but they withheld the tax, you can claim the tax that was withheld. Does my employer get a 1099 B for my bank deposits or just for the bank?

01:50:52:05 - 01:51:23:14

I'm claiming your employee. If their employer is, making deposits in the bank, does the bank like Wells Fargo? You have a credit there. But do you claim it from the employer or from your bank? No, from the blank. Because it deposited into the bank account. So your bank is getting a ten nine on the on because of the amount of the deposits each month.

01:51:23:16 - 01:51:40:15

1099 W-2 income

Okay. If your employer gives you 1099 miscellaneous, if your employer gives your W-2, if they give you any type of tax, one, you're going to take that amount and claim it on the 1099 B.

01:51:40:17 - 01:51:50:20

Court Case?

Okay. On a court case, how do I arrive at the price? What the court cases.

01:51:50:22 - 01:52:17:01

There should be a dollar amount. If there is no dollar amount, put the court case in. And if you have to pay any court fees, I put that as the proceeds they will investigate and they will increase the money anyway.

Car Lease?

Okay. On a lease vehicle for the years I had the lease. What about a down payment lease and warranty?

01:52:17:01 - 01:52:24:16

Only if it's 2021, 2022 or 2023.

01:52:24:18 - 01:52:54:13

Medicare? Social Security?

Can you 1099 be Medicare, Social Security? Yes, you can. Yes. Even your, understand Social Security. That's a that's a separate 1099 the your Medicare premium payments. There's a separate 10 to 99 b your food stamps. There's a separate 1099 B.

Life Insurance?

I've been paying for my husband's life insurance policy and he is now my ex-husband. Can I claim these payments?

01:52:54:15 - 01:53:01:13

Yes you can. Then the tax year. Yes.

01:53:01:15 - 01:53:16:09

What about going to the generals every day, shopping your receipts? Out of all of those, those dollar amounts, the 99 B, the the company, the corporate office.

01:53:16:11 - 01:53:47:17

Trust beneficiaries?

Okay. On a trust question, this is the statement from training examples. The trust has two beneficiaries. And those beneficiaries will be the same as the settlor. Grantor confused by the same as settlor. What does that mean. It just means that they have the same rights and privileges as the settlor and grantor. Because if you read the declaration of trust and you'll understand why that whole big 2 to 3 pages of what the settlement grantor has rights.

01:53:47:17 - 01:53:56:17

The beneficiaries has those same rights okay.

01:53:56:19 - 01:54:19:17

So you cannot claim if you do reclaim the birth certificate to get all the securities back to age 18. No. Because you don't know what's in there. We're not doing that. This is just claiming credits for the tax year 2021, 2022, 2023.

01:54:19:19 - 01:54:43:00

Student Loans

If you have a Department of, education student loans, you know you're not paying them. Just claim them. Yeah, I never again yeah, I never paid my student loans. All I did was claim the amount that they approved me for, which was like 21,000 and some change. And I claim that.

01:54:43:02 - 01:55:19:06

On 2848, in the video example, Kia had the loan as 001234567 number. Shouldn't it be the IRS issued in? I did it that way to let them know that my ALL CAPS name is tied to a Commonwealth trust? That's what I did. You can put the E in that you receive from the the government. If you 1099 your life insurance, can they drop your insurance now?

01:55:19:08 - 01:55:45:04

01:55:45:04 - 01:55:51:19

But you need some documentation.

01:55:51:21 - 01:56:22:13

Payroll deductions?

Stock Option?

I have opted to purchase multiple insurance policy via my biweekly payroll. Do I 1099 each policy? What about stock options? Yes, I would say each policy 1099 and your stock options right. My natural gas account was in my son's name, but my property for 30 years. He died in 2011. I never changed it. Can I get payments back for the 2021 through 2024?

01:56:22:15 - 01:56:47:05

Deceased

Even if it's some his Social Security, not mine. No, that's a different, separate, subject matter because he is deceased. So it's it is going to have to go through another process because he now can't even be a beneficiary on your trust because he is deceased. And I'm working on that for those folks who, have deceased relatives.

01:56:47:07 - 01:56:54:04

Okay.

01:56:54:06 - 01:57:18:22

I have a private loan with my brother for a mortgage payment paid through a title company that I claim this. And how? If your name is on it, then you can claim it. But if it has your brother's name on, he has a claim you can't claim. Okay.

01:57:18:24 - 01:58:03:16

Repos?

I'm answering the, What about repossessions? Yes. Okay.

IRA?

How do we handle an inherited IRA that was cashed out and repurchased? With metals? It would be the dollar amount of that IRA, the account number. And what? What was in the account before you cast it out? The filing fee that he had talked about is when you go and do your 1099 B, you have to pay for each individual 1099 B.

01:58:03:18 - 01:58:22:09

Okay. Is there a list of all the things you can claim. Basically any bill, any deposit, pretty much anything.

01:58:22:11 - 01:58:37:23

When claiming credits from prior years, who's the recipient? The company who you gave money to, who you sent the check to, a money order. Cash.

01:58:38:00 - 01:58:54:02

Obamacare

Okay, you claim the amount the government is charging for Obamacare. Say I pay Blue Cross Blue Shield or $100, but the government gets charged $1,000. What do you claim?

01:58:54:04 - 01:59:20:22

BCBS payments subsidized

I'm sorry. Can you repeat that? Answer messages. You can claim the amount the government is charged. Can you claim the amount the government is charge for Obamacare? I pay Blue Cross Blue Shield $100, but the government is getting charged $1,000. What do you claim? What you are paying the amount of the policy. The policy is, is a thousand.

01:59:21:03 - 02:00:00:10

Then you could claim the thousand dollars. But, if that's on a separate, like ledger or something that you can't see, you then just claim the amount, the payment amounts that you are making. I did a name change and had a court case. What would the dollar amount be? What the dollar amount that court cases asked them if they didn't give it to you, just call them and say, can you tell me what the bond, the amount of the bond was on this case or just claim the court case fees?

02:00:00:12 - 02:00:27:00

I'm paying my parents for a loan they gave me. I file a 1099 B. Would that negatively impact them? I'm sorry. What? The parents, what happened? If they're paying their parents a loan that they gave them, and I file a 1099 B, how would it negatively impact them paying the parents a loan?

02:00:27:02 - 02:00:57:12

Property Taxes

They would have to pay the 1040 on those payments. So yeah, they would be subject to the tax. So. I inherited a property that I have not yet transferred to my name. I'm paying property taxes on it through the estate account. I'm the executor and sole heir. Can I claim these property taxes? You can. But the estate, you have to be the trustee over the estate.

02:00:57:12 - 02:01:22:17

Because according to the eyes of the law, the estate is a dead entity. And you would have to follow 88, 21 and 2848 to be the trustee over the estate, right on the 1099. Again, everyone you do not put is a state tax code, nor your state.

02:01:22:19 - 02:01:47:20

The videos that I have done, Marcus set up a separate room. You can go. It's in my rooms. He posted it. Sign up for that. You'll automatically get all these videos. You will get all the documents and all the videos that Kia has done. So we'll all be in one place.

02:01:47:22 - 02:02:16:19

Black card credit limit

Will you get a black card or white card with unlimited credits and surrender your birth certificate? Now this is totally separate process. Everybody.

Merging SSn and EIN

I'm having issues with fidelity and got a trust account with Schwab. However, they want to merge my Social Security and common law social security will that be an issue? Merge or social security and common law?

02:02:16:21 - 02:02:46:17

I think I and is what they mean that because there's not a common law social security. No, no. What allows that trust? Like if that was from a previous trust, the no. I would just go ahead and open a new account with this trust for the credits to go into. I wouldn't merge it with anything else. Who or where is this money coming from?

02:02:46:17 - 02:02:55:21

Once they claim it's approved, this is Roger. Your sister should trust.

02:02:55:23 - 02:03:03:22

Okay, we 903.

02:03:03:24 - 02:03:34:15

Okay. Somebody is explaining all of that in the questions. All right. Here we went after 9:00. I cannot thank you enough for all your help and all your knowledge. Putting all this together, the next part of our videos, we will do the 1096 and the 1041 showing you what the 1096 looks like is just a receipt that you need to use to put on the 1041.

02:03:34:17 - 02:04:03:01

And we're going to go over the 1041, okay. And we'll answer questions. And then that should wrap this up. And you guys should be good to go. I just have one quick question, please.

Fidelity sign up?

I just need to know on the fidelity selling set of trying to set up their bank account, it asks me about the grantor and I put my capital name person, but it asked that that if the grantor was alive or dead, did I do that right.

02:04:03:01 - 02:04:20:22

I don't even know I don't know you didn't do that right. Did you click on trust account. Yeah. Trust account I me as a trustee. And it said I had to have a grantor and a trustee. So I thought maybe the grant. So I went back and looked at my trust. And it said that the capital person me was the grantor.

02:04:20:22 - 02:04:39:04

So that's what I put on there. Yeah. Put that you don't need to put it in ALL CAPS. Just put that and then it's going to ask you for the trustee and you put your information right. And then it asked me if the grantor was alive or dead. Yeah. Right. Yeah. Well I thought I've done it twice.

02:04:39:04 - 02:05:09:18

So I'm like, I, I have no, I have to see that person's running or exit exit out and then go into incognito mode. Okay. You mean right now. Yeah. How what's Cognito mode? What type of browser are you using? On my computer. Are you using, like, Chrome? Via. Okay. So in Chrome, at the, click on.

02:05:09:20 - 02:05:30:16

Hold on. Click the three dots on the right hand side. Yeah, yeah. And it's the third one is the new incognito window. And on the left. No I don't see it. I must be on. I must be on the other one.

02:05:30:18 - 02:05:56:08

It should be right there. I must be in there. But what I have on I have is speaker gallery, hide self view, hide non video participant show meeting timers and exit tunnel screen. That's my dots. No. So see here in Chrome like I have another browser right. So you see these three dots right here.

02:05:56:10 - 02:06:41:20

The three dots. You see that right here. Yeah. Get that tunnel. So it should be the third one right here a new incognito window okay. Or or click control shift and control shift. And the letter N. Yes. All right. Get shift and hey did that do it.

02:06:41:22 - 02:06:58:07

Fidelity.com

So you know and fidelity.com. Right. Yeah. No. Yes. Yeah. Click on open an account right.

02:06:58:09 - 02:07:07:18

Scroll down to see all accounts.

02:07:07:20 - 02:07:18:01

Are you at this window C versus open an account. I can't get

02:07:18:03 - 02:07:30:04

I can't get it. I'm just watching you. So I did that and said, what do I want to open? And I went to go all the way bottom and said, trust. Correct.

02:07:30:06 - 02:07:40:21

You want to click on this one trust account, right? I did that.

02:07:40:23 - 02:07:47:16

Are you fidelity test. Are you going to click. No right there that.

02:07:47:18 - 02:07:52:00

Just click no.

02:07:52:02 - 02:08:05:12

Next.

02:08:05:14 - 02:08:18:24

So this is where you put all your information, right I did that. You did the.

02:08:19:01 - 02:08:40:13

Let me see if it'll let me do a mock on. Okay. Yeah. And your video just kind of cut off, and we did that. It just showed this card, but it didn't show you how to finish it off. Sorry about that. I know you're really busy.

02:08:40:15 - 02:08:48:08

I know it's going to be invalid.

02:08:48:10 - 02:09:02:12

Sorry if that's somebody's social. I'm just making up stuff.

02:09:02:14 - 02:09:31:11

See? You just go.

02:09:31:13 - 02:09:42:10

This is just for training purposes, okay? Yeah, I know.

02:09:42:12 - 02:10:02:03

Just this year. Oh.

02:10:02:05 - 02:10:27:07

I might tell me to put in a phone number. I'm not sure. Yeah. Let me.

02:10:27:09 - 02:10:48:21

Cheer for your name. Would it be the trust name on this part? No. This is your employer. That's about you. Okay. Yeah.

02:10:48:23 - 02:10:52:09

02:10:52:11 - 02:11:16:05

Well. All right. You and I might have to do. Do something. Because, I just entered in a random, Social Security number, and I guess that part, that social Security number is, Yeah.

02:11:16:07 - 02:11:40:14

So, I'll do a, I'll do a zoom with you so you can share your screen. Okay. Because I don't want to hold up, anybody else? You. I'm. I'm really sorry. I tried and tried and tried, and I just don't know what I. I just know I did something wrong.

02:11:40:16 - 02:12:05:14

All right, last question, Holly. You said we claim anything that we use our Social Security number with. But then you said we claim anything we paid for. Yes. Because when you, again, when we went over the loan example, you went and try to apply for $50,000 loan, but you got denied. They still created a security and got the money.

02:12:05:16 - 02:12:16:08

They just denied you. So you need to claim that denial. Okay.

02:12:16:10 - 02:12:35:08

And you can claim a traffic ticket against the local government. Yes. You can. Yeah. The amount of the traffic ticket and the, the ticket number is the account number.

02:12:35:10 - 02:13:00:12

I'm on disability and have a minor child. Do I finally file a claim for that? What they receive also? No, because that's their claim. Okay. They have the claim that. Was listed as payer for court cases. You are the payer, right? You are always the payer.

02:13:00:14 - 02:13:05:11

Okay.

02:13:05:13 - 02:13:31:23

Okay. I'm not all right. We're going to end here because we have kept a key, way past. She wanted to stay. This again. If you're in my rooms, there is the link that Marcus put in there. Sign up. You will get all these videos. This video will be posted there. And all the training information, everything is there.

02:13:32:04 - 02:14:02:06

We'll do another call. I'll have to just set that up with you when we're going to do the the last call on what they need to do. Yeah. Because that's like not even five minutes because you're going to just have questions. Yeah. Okay, everybody, thank you very much. Just follow the instructions. Don't overthink every everything. And, this will be recorded.

02:14:02:10 - 02:14:16:06

And to sign up for that link that's in my room. Thank you, thank you. Okay, I got not. And Holly, thank you. All right. You know Mario.

Video Transcription 3

Hi, everybody. I'm Holly. I have Kia back for part 3 on claim your credits. I have requested that nobody share this in any of these social media platforms. Many people have done so with all the other Zoom videos we have done, and I have requested to please not share these.

If you want a copy of this, you can sign up. My admin, Marcus, has set up a link on how to get these, but you can just share them amongst yourself. Please do not go put them on any social media. Okay. So we will get started, Kia, with part 3 of what we need to do.

I know there's a lot of questions because people have been asking me questions left and right on this. So why don't we go ahead and get started? I made you cohost so you can go and share screens and show people. Okay. So where we left off was the 10.99 b's.

Mhmm. So we're gonna go back to tax 10.99. Wait. No. No.

No. What's going on? Sorry. I need this to disappear. There we go.

1099 on IRS dashboard

So you're gonna go back to 10, tax 10.99 here. Right? So after you're all done and everything is approved, you will know that from your dashboard. Remember, this was a mock training one I've done. But when you get to your dashboard, you're just gonna click on 21 because that's what we're focused on to get this year out the way.

But you'll do that for every year as you'll see there. And you see, you can only go back to 21. So after you finish, this green light right here is gonna say IRS accepted. Then you move on to click in this blue button right here, and you're gonna generate summary, the 1096. The 1096 is your receipt, and what that looks like is this.

So this would be your receipt that you're going to use because you need box 5 here to claim on the 1041. And that's what we're gonna do today. And that will be the final step in all of this. So it's a process. Alright.

1096

I gotta put a number. So after all the 1099 b's have been individually uploaded and they are approved, that's when you will click on that blue box to generate the 1099 1096. Correct? Yes. To get your receipt because you need your receipt to know what you're going to claim on the 1041.

Because like I said, box 5 is gonna show you that. And it shows you there, 1099 b. It shows you the total amount of forms. I did 33. So that's it.

And that will be the amount that you're gonna clean. So does it automatically generate form 1096, or you have to fill all that in? No. It automatically generates it from it, but and it will generate it even though it is not approved yet. So that's why I'm suggesting for people to wait till it's approved because the IRS may reject 1 or 2 of your 1099 b's because they might be filled out wrong.

That's okay. Fix it. You know, let them, you know, resubmit. Let it be approved first, and then get the 1096 when you click on, tax act. And if you have a mistake on your 1099 b, there is a way to correct them.

That I was unmuted, and I wanna be muted. I can't hear somebody's, Yeah. Let me find who's unmuting. Somebody else is So I was saying if somebody has incorrectly, done their 1099 b, there is a way to correct it? Yes.

They need to go back and fill out another one because that one was rejected. And the rejection is not a bad thing. That just means that it's not done correctly. Okay. So you just have to go back and fill out a new one.

They give you a chance to fix your mistakes. She's gonna go back and file another 1099 b. You know, making sure you have all the correct information filled out. Makes sense? Mhmm.

It should Alright. So moving on to tax has the, on that back if you go back on the blue, there was a blue header, and there's a white little box that says corrected. I think you can click that and do a corrected form in there. If you scroll up Yep. Yes.

Yeah. If you click that, this is this is how you would correct it. So it voids I didn't run to any Right. It it Right. Avoid the first one that you did and then do a corrected one.

Right. Okay. Okay. So then we have to do a 1096, which is the combination of all the 10 90 nines that you have done. Mhmm.

And it automatically puts how many that you have done on there as well. It will show all of them. So see here is just 33. Total number of forms, 33. I had 33 accounts.

Okay. And where it says for official use only, we don't put anything in there. Correct? Correct. This is just your receipt.

Okay. That's your need. It's a receipt. You know? It's not like a normal receipt, guys.

It's just it's just your receipt that, yes, you filed your 1099 b's, how many amounts you filed, and this is how much you bartered for altogether to get, you know, your credits back. And we don't send it to the IRS. We don't do anything. Correct? No.

This is just just your Your records. Yes. And for you to use for the 1041. Okay. Now go into tax act.

I'll just start from the beginning. And then just explain to everybody what tax act is because people are not familiar with that or the process or why you need to do that. Taxact is an IRS approved company that they work directly with to file your 1040 ones. So they get accepted very quickly or rejected very quickly. So that's why I use them, and I've always used them anyway in the past before all of this.

So they're a trusted site by the IRS. They have a relationship with them. And I believe this is cheaper. It's the cheapest one I found, because you do have to pay the filing fee. It's a $124.

I will show you that. You file your 1099 b and your 1099 or 1096. Correct? Well, to file the receipt of your 1096. Okay.

2 weeks to get EIN

And then you had told me the other day for the EIN number, we have to wait 2 weeks after we get our EIN number from the IRS before we can do this. Is that correct? That is correct. TaxAct system is slow. They get the IRS updated EINs, and then they have to update it on their system side.

So, yes, the IRS will tell you, yes. Your EIN is active. It's go ahead and use it. However, tax act tax act system is a bit slow. It takes them 2 weeks to update their system so that your EIN is in their system because they also have a IRS agent working with them as well who's processing our returns.

So you just have to wait 2 weeks. It's nothing it's out of everybody's control. It's just their system. Okay. So if people have not gotten their EIN number, which is free Mhmm.

You can go on to irs.gov and get EIN number for your trust. You can do that now. Yeah. Is the earlier, the better because it's still gonna take 2 weeks either way. Right.

So you do need a government EIN to move forward. It's okay that your trust has your common law EIN if you are if that is what you want. Nobody's saying you have to do it that way. However, those of us who do wanna keep our private private, we have the common law EIN on our trust, and you do need the government EIN to continue on with this process. And then they also should have opened up their bank account for their trust.

Right. Correct. Because that check has to go into the trust account. K. So when you get to tax act, you're gonna click tax filing, what I did, individual and business bundles, online returns, and it's the last one here, and that is the fee.

Some states may charge an additional fee. I did have to pay $10 extra for the sales tax that they charged me for New York. So you're gonna come here and oh gosh. Exiting out stuff. Don't have an account.

If you have a TaxAct account, you can just simply log in and then go to go to accounts and products and services and look up for that one. But if you don't have an account, you need to create one. I have to enter a mobile number. So my last one is not working. Okay.

Enter email. I have to verify. When you do have to go through all of this, they do have to verify you. Click get started. It's a little slow.

Automatic. That's it. It's a little slow. Yeah. Automatically, it's gonna take you to 2023, but you need to come out of that.

You need to click on my account, the little person, and then my account, and scroll down to 2021. You're gonna add the 2021 return. So the $124, that is good for a year? Or That's that's just what you're paying for the for the year 2021. You have to pay that.

So every single year, like, tax year, you'll have to pay for Yep. Another 124. Okay. That's right. So it's straight insurance.

Filing 1041

We're gonna start now. This is the easiest part out of all of it. It's giving me click continue. Continue without importing. This is going to be a simple trust.

Scroll down. Click continue. The trust's name. This is important. Don't just write anything.

What you have to do is go back to your IRS form, and this is what it would look like. Well, not that. The beginning of your IRS form. You have to write the name exactly as it appears there. Okay.

So even though you put, like, your initials, revocable living trust, the way they have it spelled is important. So you have to look at that. So let's say they have it as j re do. They might spell like that. And then you continue.

You are the individual because you are the trustee, not an entity. It's already circled there for you. Click continue. Let's hold it there. Fiduciary is you and your Social Security number.

So let me Jane Doe. Your title is trustee. You're going to continue. Fill in all of your information. 123 Sunnyside Street.

You can also put your PO box here too as well if you like. I don't know. And then put your phone number there. Click continue. This is the trust EIN.

This is where you will need that again. This is what I was telling you about, that you need the government EIN, which will be right here, that you will fill in. So just for the sake of showing you, you're gonna click continue. The date the trust created. You can put the date that you got it notarized.

Okay? So the date that that trust became legally valid is the date it was notarized. So if you got your trust notarized on the 30th, that's fine. Click continue. You are always going to file an initial return for that year.

Click continue. Now this part is gonna be very easy. Everything is simply no. You didn't even have to read that no. It's gonna take you through the schedule k, but just continue.

I personally did not add beneficiaries because understand, overstand, side stand, whatever stand you wanna stand, If you add your beneficiaries, your beneficiaries have to claim that on a 1040. You need to read all of that. So I personally kept it simple. Continue. This involves if you're going to add your beneficiaries.

You do not have to. I did not. I simply continue. Continue. Continue.

Continue. Continue. Continue. You're gonna start the federal q and a. This is no.

No. No. No. Scroll all the way down. Click continue.

It should no. No. No. Scroll down. Click continue.

Click continue. Click continue. Click continue. Click continue. Click continue.

Scroll down. All the way down, click continue. No. No. Everything is no.

Click continue. Come down. This is where you're going to stop. Don't go any further with these buttons. This is how you know you're finished because it says 0.

There'll be a 300. It'll be negative 3. So stop here. You're going to click help. This is how you're gonna add the 10.99 b.

You're gonna put fuel for those of you who want the fuel deduction or credit rather. Fuel tax credit. Can you explain for those that don't know what that is, the fuel tax credit? The fuel tax credit is what you receive for, your nontaxable use of gasoline. If you wanna claim all of those, gas prices, which I gave you a little nugget there, where instead of adding up all those receipts, the the maximum allowance is 30,000.

So which you would click review the first one, nontaxable use of gasoline. You're gonna click review. In this first box only, that's where you will put the 30,000. Click continue. That's the first part.

You should see 5490 for your fuel tax. Now here's the 1099 b. And keep this side open because you're just about done. You're gonna click form 1099 b, capital gain or loss. Here, you're gonna click add form 1099 b.

Your description is what you've signed before, signature exchange for funds access. The date of this one is always the first to 2021. December 31, 2021. It will always be that date for each year return that you do. It's going to be ordinary, similar to what you did with tax 10.99.

Click continue. Remember here, 84 8949 category? It's b. That's what you did on your 1099 b's. Click continue.

Here, you're gonna leave this blank. Click continue. Going to leave all of this blank. Click continue. It's a federal and state withholding.

Scroll down. None of the above of these transactions. None of the above is already clicked. Click continue. This is where you need to pull out the 1096.

So on the 1096, the receipt says 152234315. What did I say? 1522 can't remember. 343. Yeah.

343. 1,522,343. Yes. Whatever you have in in this box 5. I don't care if it's 30,000,000.

I don't care if it's 50. That's what you have in your total. That's what you put in. Make sure the numbers are correct so your return will not get rejected. Click continue.

Voila. There you go. Federal refund. You're not gonna put anything here. Click continue.

I'm not gonna do the mini alerts because, obviously, some things missing, but I'll click later just for now. You're gonna click continue. So for those of us that wanna do those mini alerts, what would we do? Just go through the mini alerts because what it's gonna do, it's gonna alert you that you didn't add any beneficiaries, and it's gonna tell you that you didn't select the state. So you would have to, you know, just leave that blank, and then it'll continue.

Just click continue. Because you do wanna clear out the alerts. If not, it's not gonna clear out. And then that's your federal refund. Always make sure to get a preview because you want to download that preview for your record.

That's what your preview would look like. Your name, it will show your trust name. Your name has the trustee, your trust employer ID, the date that you, created the trust. And you see here the refund amount. It will be right there.

So once you have that and you save it to your computer, however, click continue. No state. Gonna click continue. You wanna go through your alerts, which, again, it's gonna ask you for the beneficiary information, which you just click continue. It's gonna make sure that you, don't have a state.

It's gonna ask you about the state. Just click continue. I'm gonna skip alerts for now. You don't have any capital. Click continue.

You're gonna say no. E file my return. See, get your phone faster, e file. Click continue. You're not e in the care of nothing.

No. Now this again, when I said about the name control, you have to make sure you got your IRS document out. Your control number is right here, and it's right here in the first line after the after the star. Your name control associated with this EIN is blah blah blah. That's the control name that that you have to put in.

So it already put it in for me, And, normally, it will do that, but make sure that they match from your IRS record to this. So if you have three letters in your trust, it's gonna be, like, for this example, Jane Marie Doe, it's gonna say r for revocable trust. So, yeah, if you don't have four letters like I have. Click continue. You're not doing anything there.

Click continue. This is important. You have to print out this form, 8453. You have to print this out and sign it because you are giving them permission to efile. Now with this one, you have to put January 1st at the top, January 1, 2021 to December 31, 2021 for this year.

And you will do this for each year. So this form is important because if not, they don't have this on file. They can't efile. And then you will sign this with your first and last name. So first name is here, colon, last name, and then date it.

And are they signing in purple? Yes. You are signing in purple. Mine's just signed in purple. Sign in purple.

First name, colon, last name. And the date, make sure you date it and put the dates up there. That's all you're doing. And then you need to fax it back. Well, scan it.

I have a scanner, so I was able to scan it back to myself. And I'm just gonna continues. So then you would choose the file and submit it. So the file that they're choosing is the that form what was it? 84 8453.

That's what they are choosing. Correct? Yes. The one that you just signed and dated. That's right.

Okay. So you should have it in your files. So then you would need to attach the form once you, choose it. Oh, I thought I had. Nope.

Sorry. Let me grab lines real quick. Sorry. Somebody's asking, would we scan in color? When you scan it, it's gonna show it in color.

Okay. Okay. We'll go through the questions as soon as Kia finishes because there's I see. Seconds. In 2 seconds, we will do questions.

So let me make sure again I had to grab my file. We're we're basically done here, folks. So it's circles. Yeah. We're we're we're almost done because I wanna show you all of it.

So there's my 28. That's what I saved it under form, 8453 FE. Attach form 8453 FE. See, you have successfully attached it. Click continue.

Now click continue. Eval and past alerts, click continue, and there you go. Enter your card. You will receive a receipt, and you are done. And then how does this get put into our bank account?

Because we didn't give any bank information. No. Be because they're going to mail you a check. Okay. And then you take it.

Okay. So I know people are gonna ask if you already have another bank account, why is that not being put in that bank account? Why did you set up another bank account? Because this is the trust account. The trust receives the check that you have to deposit into a trust account.

If you try to deposit this into a normal bank account in your ALL CAPS name, that check is going to be revoked. And your account is gonna be over overdraft that amount. You already told the IRS, you told the attorney general, and you told the secretary of state that the trust owns the birth certificate and Social Security number now. So the trust now becomes a, quote, unquote, business in their jurisdiction on the behalf of the birth certificate and Social Security number. So when they give you a check, that check needs to go to, that check needs to go to the I lost my my train of thought.

Me too. I'm sorry. I'm just curious for an account. That. Okay.

I can't get in. Okay. I'm gonna mute somebody. I see somebody is unmuted. Okay.

They muted themselves. So somebody, just asked me, where do we fax this, the 8453 FE? Where do we fax that form? I'm sorry. What was that?

I lost my train of thought. I'm so sorry because somebody couldn't get the room, so they called me. That's okay. Somebody asked me where do we fax that form 8453. You're not faxing it.

You have to scan it back into your computer. I have a scanner. You have to scan it back, and you have to upload it back onto the site. Okay. Did everybody get that you're not faxing?

You are scanning it and uploading it onto that site. For example, I have I have a HP, printer scanner. I go to HP Smart if you have have HP. For example, you put the document in your scanner part. So you can download something, for your printer or whatever type of printer you have.

If it's a printer scanner, you can download it and see that's my printer right there, and I just scan, and it will scan my document. Right. And then put it in a document folder or recent or desktop or wherever you want it. Somebody else asked me. So if they are already a a national and they are out of the system, they don't do anything with the IRS, will this affect them?

No. It will not affect you because I can guarantee your paper's thrown out, so you're truly not a national. Okay. If anything, you would want to do this so that, Quiet as is kept, they're trying to push a law to get y'all off of the United States soil anyway. So I would hurry up and get this done to protect myself, you know, CYA.

Okay. So if they've not done anything with IRS previous, they've disassociated, this will not affect them at all? No. I have not filed taxes in over 10 years. This will not affect you.

I still received my Social Security. It does not affect that because you are power of attorney. Understand your position. You are power of attorney over the birth certificate and Social Security now. So anything that went through that name and social, you as the trustee now get to claim the credits and not the companies that were over you.

Okay. Somebody else I think that kind of answered their question. Let me just go back. So they were saying if corporations have been claiming our credits, how can we claim them for prior years? You can only go back 3 years.

That's the statute of limitations, unfortunately. Okay. And the corporations got paid on our behalf in previous years. Correct? Yes.

Because we didn't Who is paying us? Is it the IRS, the Treasury? The Treasury is sending you a check. Okay. Hopefully, that answers those questions.

Somebody else wanted to know, on form 2848, where do we fax that? So what you all have to do is on your computer, do a search, look for form 28 48 instructions, find your state. Maybe do you have that, Kia, that you could pull up the instructions? Yeah. I can pull it up.

Just find your state, and there is a fax number for your state on that instruction form. I'm sorry. Can I ask a question for the people who have, green cards, resident alien cards? How does that affect, this process? This is not the time for q and a.

Please hold your questions. We'll get to questions shortly. I also shared this, but because people are sharing stuff and not giving you all everything that I posted, you would simply just do a quick IRS search. You would do It's right there, and you just simply scroll down, find your state, and that's the fax number. It doesn't get no claim than that.

Right. Alright. Let me go back to where we are. I was on a joint checking account where my father received his Social Security and veterans benefit. Can I claim the credits for those accounts?

If your father is still alive, you have to have a conversation with him because that means those credits have to be split Okay. Or or only, you know, you get to claim an account, but that's a conversation you 2 have to have. And while we're on that subject, if people have somebody that is deceased, we are not working on deceased parents or spouses. Just right now, we're working on yours only. That's it.

And another thing, somebody else was trying to make multiple trustees on the trust document. You can't have multiple trustees on your trust you can't have multiple trustees on your trust document. You can have multiple beneficiaries, but there is one trustee because you are claiming your not claiming. You are becoming the trustee of your ALL CAPS name. So you can't have multiple trustees trying to claim your ALL CAPS name.

It's only for you. People try to complicate things. And just to I saw a pop up on my end. No. You cannot use a previous trust that you created.

Just do a new trust. It's okay. You can have a thousands of trusts. There's no limit to how many trusts you can have. But this specific trust needs to own the ALL CAPS name and Social Security number.

Right. That's it. And this is not a trust that you're setting up to use for the RV or anything else. This is strictly to claim your ALL CAPS name. Okay.

Setting up Fidelity acct

Somebody said I was setting up my Fidelity account correctly. The only up I'm not sure if I'm setting it up correctly. The only option they show for trust is that I go with both the granter and the trustee. The same person and name. It says specifically that both must have a valid US Social Security number.

That is You are the you are the granter and the trustee. Right. Don't be so, like, over the top trying to be, like, politically correct with that. It's just opening the account. You are the grant and the trustee.

That's it. And move forward. Somebody wrote, I filled out my 10.99 b's last Thursday. How long does it take for them to be approved? I do not work for the IRS.

It's when they are approved. They have to open their a week. It it can be 3 days to 7 days. So if you just did it Thursday, don't forget we have a holiday weekend, so things may take a little longer. To set up an account at tax 1099, it wants a company name.

It is a mandatory field. How should we approach that? We went over that in the last video. Even though it says that, just put in your email address and your name. Okay.

Somebody has a question regarding the non descedant letter. I did not realize it needed to be printed on legal size paper and had the page 2 notarized on letter size paper. Can I just print out the first page on legal size, or do I need to print out both and have it notarized again? So the nondescendant letter, the way it was formatted, it was on a legal size, but I just shrunk things down and made it fit onto letter size paper. It does not have to be notarized on legal paper, so you can just shrink it down and have it notarized on letter size paper.

Yeah. And the way I have mine is on 2 different papers. It's one side as my signature. The other is the notary notary page. That's how I the originally posted, but, again, things is lost in translation.

How long does it take for the 1041 to be approved after it's accepted? It tells you it takes up to 21 days. Okay. 1041, you need an EIN. Is that for reporting our 1099 b's or simply reporting the trust and estates?

So the 1041 needs the EIN, not the 1099 b's. Correct? I'm sorry. What was that? 1041 needs an EIN.

Yes. It does. And it's reporting for our 1099 b's, simply reporting trust and estates? Yes. Because the trust owns the ALL CAPS name, so you have to do the 1099 b's under everything the the name your name has done.

Then you get your 1096 receipt, and you need that number in box 5 to file the 1041 with the government EIN. Okay. Somebody wrote, is there a reason for not using the IRS to file the 1099 b's? Well, going online and doing it is much, much faster than doing the paper, sending it into the IRS because the online to fill out the 1099 b's is directly connected with the IRS. It is their online form.

Correct? Correct. And the IRS will not accept any 1099 b's that are under a 100. So if you don't have over a 100 counts, if you at 101, then you have to submit that to directly to them by mail. So anything under that 101, a 100 counts and under, you have to file a e file.

They tell you that right on the website. Can you do this if you have a pending 1040 return file? Your 1040 has nothing to do with this. So if you did your 1040, you did your 1040. Okay.

Will the bank account be opened with the IRS EIN? Well, you can open it with the IRS EIN, or you can open it up with your common law EIN. It doesn't matter. It's up to you. I did mine with the common law EIN that I made up, which is 0, and then you put 7 other, numbers.

Put out a request prayer to the universe got, for somebody. They said they can't afford doing the tax act. I am working with some ladies, and we will get that figured out for those that can't afford this but would like to do this process. And you will have to sign something to pay it forward for someone else. So that still in the works.

That is beautiful. And that's only if you truly, truly, truly cannot afford this because a lot of people, you know, will just come forward and say, oh, I I can't afford it. That's only if you truly cannot afford it. And you don't have to get it all done at one time. Take your time.

If you can only afford $20 worth of 1099 fees, then that's what you can afford. And while you're waiting anyway, your EIN still has to register in tax act system. So that takes 2 weeks. So pay a little a little what you can each time. Right.

And then you don't have to do 22 and 23 tax years. Get your money from the 2021 and then work on this. Okay. Do we wait to file 2 weeks after we get our e r EIN, or do we have to wait until our 10.90 nines are accepted by the I IRS? The EIN takes 2 weeks to be attached to the tax act, the last part that Kia went over.

Your 1099 have nothing to do with the wait. You could do your 1099 now. So the the EIN takes 2 weeks. On my on the 1099 b's, can I add my wife's credit card purchases and credit line for all her cards as well? And we file joint returns and have a joint bank account.

She has to file her own. Okay. She has to file her own, Tony. She has to do it separate. Is there a way to pay someone to coach us through the process?

Well, that's why we have done these Zooms. So we did this is part 3. Part 1 went over filling out your paperwork. Part 2 was doing your 1099 b's, and this was the last part with the 1096 and the 1040. So if you go back and watch these, you it's all been carefully spelled out by Kia.

So the refund can go directly to Fidelity trust account or has to be by check. It will be mailed to you, so you will go and deposit it. Can you just apply for the fuel tax? Why would you do that? Because if you just do the fuel and you don't do anything else, you're gonna have to file a 1041 amendment.

And then what's gonna happen is they're gonna cancel that check. So you're gonna be overdraft if you don't have that money, and they're gonna issue out another check. So just get everything done together. Somebody wrote, you do not check box 6 on the 8453 FE. Right?

I don't remember what box 6 was. On the let me go back to that. On the 80 on tax act? Yes. Let me go back to tax act.

You know what? No. 8453. That was not tax act. That was or was that on tax act?

I think that was on the list. 8453. Yes. You have to download that form. You have to fill it out.

You have to print out that form and sign it, print your your first name, colon, last name, and date it, and put the date, 1/1/21/12/31/21. And you have to scan it back in your computer, scan it, and you have to upload it because that is you allowing them to electronically file your return. Okay. Somebody wrote, I have all my 1090 nine b's done for 21 and 22. I am ready to get the 1099 1096.

But first, I need help with Fidelity, please. Fidelity is online. It's a very, very simple process. You're going to open a trust account on Fidelity. It's revocable, and pretty much that's it.

Right, Kia? Yeah. And if you're having issues, call Fidelity and tell them to open you up the trust account. Give them your trust account EIN, whichever one you're gonna use, and they'll set you up an account. Right.

And, again, they're asking the question scan and color. It automatically will scan how the paper is and be in color. We scan it and attach it or print it, sign it, and fax it. No. You're going to sign it, date it, scan it, and then attach it.

You're not faxing it. No. What if we don't scan? Do we fax it? Now you're gonna have to scan it back in.

Please tell us how to claim on the Department of Education for student loans. Your name, your information, and who is your loan officer. Mine's was, federal, something. The department of I think it was federal department of education. Hold on one second.

Let me see if I can pull up their information. But they would be the person on your 1099 b. And the amount that of the loan when you go into your FAFSA. When you go into log in to your FAFSA account, click on the loan amount, and it'll generate the loans that you had per year. Look at 21.

Mine's just 21,000 and some change, and that would be in your proceeds. Do you now, click beneficiaries even if your trust has beneficiaries? What was that? They're asking, do you click beneficiaries because your trust has beneficiaries? Only if you're willing to pay that tax.

And remember, your beneficiaries have to file a 1040. And if you wanna avoid all of that, just continue. Because I'm not doing a video or going through how to file taxes for your beneficiaries when you don't have to. That is not mandatory. Somebody asked when we go over this again.

It's their first time on the call. You know what? We have, 2 other Zoom videos, and all the forms are posted on the link that my admin set up. It is all there. If you watch the Zoom videos, it's she's Kia's gone step by step through everything.

What if we submitted the 2021 1099 b multiple times? We have 2 different files of 1096 summary. Can we combine them? Did you file multiple of the same one? Or because, I mean, not understanding.

I mean, just wait for it to be approved, and then grab the 1096, and it'll generate a report of all of them combined. How can I get rid of my student loan from 10 from 1996 because of COVID laws didn't have to make payments for 4 years? Put it on a 1090 99 b. I mean, the payments that you were supposed to pay. Whatever the monthly payment they told you you needed to make for the year or whatever, if you have a form or something that it says your monthly payment is a $100 a month, okay, times that $100 by 12 and then barter it.

It's gonna go away. If they set up a Fidelity account, can they deposit it electronically? No. Only if the check is, 6 figures and less. With Fidelity, they do mobile deposits and it's 7 days.

If the your check is over $1,000,000, you have to go into a branch. And your Fidelity personal adviser will call you and go over that with you. Somebody asked we need our trust done first. Correct? Yes.

That is the first step in all of this process. I've tried to open a common law trust before, and no bank would do it. Is it going to be difficult doing it? Nope. Fidelity has no problem doing it.

That's because you didn't have the common law. See, people don't understand trust. If you are going to use a common law trust, even with my LLC, I would have an account with the common law EIN, You have to have a company resolution to open up a bank account. They have to have that form. You don't have that form, they're not gonna open it.

So the trust bank account to receive the check is the account we have or have already set up. Right? Yes. That's why you're setting up a trust account. Oh, let's see.

What if we did not file taxes for a specific year? This has nothing to do with filing taxes. This is a completely different process of claiming your credits. My ALL CAPS name owns my house bought and paid for in 22,020. After this process, would the trust now own my house?

Trust owns house?

The trust owns the ALL CAPS name and anything that ALL CAPS does and everything. However, if you would like that house to be in the name of the trust, you have to form a bill of sale from your ALL CAPS name to the trust to own that house. How is this process affect the process for the RV since we claim our social and other trusts were done before this process? It has nothing to do with the RV. Completely separate process.

Name in IRS

So when I was in irs.gov to get my EIN, I did what I thought instructions were and named it just my three letters. I did not add revocable living trust after the letters. What do I do? Does your document say revocable living trust? What does your Maybe they should just get a new EIN.

On the 1096 box 5, is that the barter amount correct? That's everything you bartered from all of your 1099 b's. Okay. So where do we go in the IRS site to submit the scan to 8453? You're not going to the IRS website.

You have to scan that, download it from TaxAct, and fill it out, scan it back into your computer, and upload it in TaxAct. Did you say that one of the alerts is a question that you do not have in a state, or it was a question regarding the state? The state. K. Because you're not filing, this for the state.

You found this federally, which is the treasury. It's going straight to the treasury. So that's where a check is coming from. I have a trust account and have a routing and account number. Can I direct deposit?

Not, like you said, not if it's over 6 figures. But they're going to be sending you a check, so you can't direct deposit. Right. And it needs to be in that trust name account, not your other trust name account. Right.

If you need to use someone else's printer, how will that work? You have your computer there, connect to their printer, scan it from their printer into your computer. Listen. Teamwork makes the dream work. This is what I did for a friend of mine who doesn't have a printer scanner.

She sent me the 8453 f e in a email. I signed it for her, filled it out, scanned it back, and emailed it back to her, and then she was able to finish her 1041. If you know somebody who can do that for you, then by all means. Because it's only printing. You're not signing, like like, a scribble signature.

It's just the first name, colon, last name, the date, and, January 1st 21 to December 31st 21. That's it. It's very simple. Somebody can you can email them the form for you and you trust them with that information. Go ahead and let them, use their stuff and email it back to you when you upload it.

You download it on your computer and upload it back into TaxAct. Do all companies claim our credits like a car repair place? Yes. They do. Can we use an EIN from a previous trust that I did nothing with?

No. Because it's going to have a completely different name attached to that EIN. It's getting an EIN is free, and it takes literally a minute. Kia, you had made a statement. They want me off US Fort Soil.

What does that mean? Reva what do you mean? I need the whole context of what they say. You had made a statement. They want me off US soil.

They want us off US soil. So hurry up and get this done because they Yeah. That's just, a little sidebar that, you know, you guys aren't supposed to know that I learned on the back end from the ABA that they are creating a law, and it's still in the works to remove all state nationals off US soil. Because you have decided that you have no affiliations with the USA, so, therefore, you should not be here. So this will CYA.

This will save you. So you can come off of that list because they are listing you guys as terrorists. So during one of the meetings, that's what was stated. Somebody asked how do we, direct deposit? You know what?

That doesn't apply to this, so we're not going to get into things that don't apply. If the corporations were paid on our numbers for 2021, 2022, and 2023, how can we claim them now? Each year? I mean, what we're going through now, this whole process. So the the corporations haven't claimed them yet?

Right. We have we have 3 years to claim them. If we don't claim them in the 3rd year, we forfeit our right to claim them, and they get it. Okay. Why are we allowed to claim credits?

I read about the straw man and birth certificate thing, but it still confuses me that we claim our paid bills. Why wouldn't my accountant have told me this before now? Because you gave your accountant trusteeship over you, so I can guarantee your account is claiming your credits on your behalf because they're your trustee. You gave you signed that over to them. The reason why we're able to do it now is because the corporation, corporate America, has been defunct.

It's dissolved. So now We The People, aka the republic, are able to step up in the position of claim and trusteeship over the 1st certificate in social. We have the documents. We don't own them. They are government property, but we can be the trustee over it where when we were born, we were only born to be beneficiaries of it.

Now the tables have turned. This is where the republic, you know, stands up. If I've done form 56 3 months ago, can I redo it using your instructions and submit again? Yes. Absolutely.

Does the nondecended letter mean we become nonresident aliens or state national? No. It means you are a live breathing person. You're telling the corporation you are alive. And, therefore, in their system, it's going to change.

They cannot do anything to you because you're not standing in the status, quote, unquote, of the birth certificate social. You are a live breathing person, and live breathing people cannot do business with a corporation. Is there a concern with the large amount of money that will be deposited above the 250,000 that is typically FDIC protected? How will our money be protected? Your money is protected under different clauses, different instructions because this is not going into a personal account.

Understand. It's a trust account. It comes with different rules, laws. It comes with different protection. So you're still thinking of the individual side.

You need to learn about business. Alison.com is 1000% awesome and official, and you can learn about business. You can learn about trust. You can learn about finances. You have to now become your own teacher because the trust accounts, they have way more protection.

They know what's going into that account. The link to check the EIN trust number that we made up is broken. It has an error. So we have eliminated that on the instructions. You're not checking it to see if it's been used before, so disregard that on the forms.

How do we get the IRS treasury check into the fatality.com account? You will have to physically bring it there, deposit it. Yep. But if our checking account is joined with spouse, can we, with spouse, can we claim both credits? You would split them.

Correct? That's right. My father is deceased, and I was on the checking account where he received his Social Security and veteran's benefit. Can I claim the credits? As long as your name is on that account.

K. Do we use our birth certificate state for our trust or the state we reside? Question number 1. It would be the state you reside. Your birth certificate.

I mean, you're sending them a copy. Right. I moved but did not get a driver's license in the new state I'm currently in, but have an address and license still in the old state I moved from from. It's okay. So do I.

Just send them the copy. It's as long as it's not expired. I've also remarried second time, but never changed my name from my first marriage and not on Social Security card. That's okay. Go with the name that's on the Social Security card and put all variations of your name in the Schedule a trust property.

And do I still need to add the new married name on my trust since a marriage application security exists? Just put the name. Don't make it complicated. And or just go with the name that's on the Social Security card and put all variations of your name in schedule a trust property and all variations of your name, every name you had on the nondecedent letter so they know that they're all tied to you. Why don't we have the refund automatically deposited in our Fidelity trust account because they are mailing you a check?

Because trust is considered a business in their jurisdiction, and they do not direct deposit trust checks. When you check the box for grantor and trustee, they say you must have 2 trustees. What did you do wrong? Because Right. That didn't happen on my app.

TaxAct now is saying you must wait 4 weeks since the EIN or IRS will automatically reject. If we get this, should we wait 4 weeks? It's really 2 weeks. Because if you try to do it, it will reject in their system, and they will send you an email that says why it's rejected. And in the email of the body of the email, it says you have to wait 2 weeks.

Okay. Sorry for the stupid question, but can credits and debits be claimed under the cap name and Social Security number? Your credits is claimed for the bank account that it's issued in. Your debits is claimed through the company that you paid out. That's how you're, claiming both.

So everybody you paid out of that account, all the deposits that came to that account, that's how you're doing the debit in the in the credit. Oh, boy. Seems like a lot of the same. When I apply to EIN number from IRS, whether I need to create a trust, I already have a common law trust with my common law EIN. This trust that we're setting up is completely different than any other common law trust that you guys have set up with different EIN numbers.

You wanna create a new EIN for this application of claiming your credits only. You're going to set up the trust that Kia has kindly gone and done all the legwork for everybody. All you have to do is fill in your name. So you're this trust that we're using, even though we're calling it common law, it's not a common law trust that you're gonna use for any other purposes other than blaming trusteeship of your ALL CAPS name. Okay.

Owning a business

For someone that owns 1 or more businesses, can they list them on schedule a of the trust so they can claim credits for the company they own as well? That, we will go at or at a later date for business people. We're working on that. Okay. In the credit guide, at the very end, it says direct deposits take 21 days and a check takes 45 days.

Up to. K. But I have to remove that because there is no direct deposit at all for a trust account. It didn't allow the option at all. And it tells you that after you finish with, tax act, it'll tell you that trust accounts have to get a check, and the check will be mailed up to 21 days.

You don't have to submit all the 10.99 b's at once. You can take a couple of days to do them to submit. You can submit some at a time, and then you'll get the tax year of the 1099 sick or 1096. Mhmm. So you could do a couple submit 1099 b's few at a time if that's what you wanna do instead of doing them all at once.

Hollywood Bank I'm sorry. Go ahead. No. I was gonna say, just do what your, your funds allow. I'd I have to split it up.

It's okay. But when you are finished, then you move on. And the tax act, there is no, there's no there is a payment plan with them through PayPal, and there was another one, PayPal and something else. They do have a payment, option there, but you have to pay that full amount with tax act. So you have to yeah.

With tax act, it's different than the 1099 b's. Okay. Somebody asked what bank allows common law TIN? I thought they only allowed EIN. The Fidelity Bank online accepts your common law EIN that you put on your trust?

All banks do. You have to make sure you have the appropriate form to open up that account, and Fidelity was way easier, and they don't ask for your paperwork. They don't wanna know your business. Other banks like major banks like Wells Fargo, Chase, they wanted your a copy of your whole trust. You don't wanna put that in somebody's hand.

Capital One

So and Capital 1 is good too. They don't even wanna see your trust. Capital 1 has their own paperwork that you have to then fill out and get it notarized, and your trust account is open in 7 days. So Capital 1 is great. You have to go into the branch.

Fidelity is online. Somebody asked, will you be discussing how to claim our company's credit and making them grantor down the road. We discussed that. Your company? Yeah.

Down the road. Do I use my address or a PO Box address? You can use the PO Box. I use mine. I was born in Quebec, Canada, and they do not issue a certificate of live birth at the time of birth.

Naturalized citizen

I am a naturalized citizen. My question is, do I simply put my Canadian birth certificate information on the 28/48 and guest time of birth, or do I need to put my naturalization information? I would go with the naturalization because this is for US born people, but you would need the naturalization paperwork along with your Canadian birth certificate and ID. And you have to make sure that you have a United States Social Security number. Are there any stipulations on how money in the trust is spent after receive the check from it's not from the IRS.

It's coming from US Treasury. Correct? That's right. And there was no stipulation. You're the trustee.

So if you blow that money, you blow it. You're the trustee. Did I miss the information about filing 1099 b's on Walmart and Amazon? That was in part 2, and you can claim that. Yes.

You can. And your Walmart, if you don't have, like pause. Let me let me back up. My head is spinning. Okay.

Walmart and Amazon

For Walmart, when I did Walmart, my account number was my phone number, because that's how I sign into my Walmart account with my phone number. Same thing with your Amazon. The account number would be your your phone number if that's what you have on the account, or you can just simply use your Social Security number. And 1099 b's be sent certified mail that get refused by companies and get sent back? If your 1099 b gets sent back, that's the company's copy.

They can refuse it if they want to. I had a couple of companies that refused the 1099 b. They're not certified copies. Tax 1099 mails them out on your behalf. That's also part of the payment.

What if biz refuses 1099bs

So if the company refuses it, like I had about 4 of them, that's fine. They don't want their copy. They're still on notice by the IRS because they opened up the investigation. Can I open a trust account with my credit union? I don't know.

You'd have to ask your credit union. So alright. We answered that about the EIN. Disregard that step. Does the money you get back have to be claimed on next year's taxes as income?

What do you do with next year's taxes for? This is your taxes. The trust owns your name and social now, and this is the way you would move forward in doing taxes. So what you will do, though, in your 2024 tax year is this deposit, you will go do a 1099b for this credit. Okay.

Holly and Kia, someone in this is me chat was concerned about getting pulled over. I think they meant they were worried that this process puts them on the government police radar. I don't think that would happen, but thought I'd ask you both for complete clarity. No. It puts you on the do not detain list because you are a live reading person, so you can't contract with them.

They're going to do their regular, you know, license registration thing, and then they're gonna go back to their car, run it, and they're gonna see it in their system, that you're in a live person, whatever it says in the system, and they're gonna hand you back your stuff and say, have a good day. That doesn't mean you get belligerent or cocky. Just, you know, remain cool.

Proper signing

If we inadvertently signed our title case rather than printed it on the trust in front of the notary, do we need to redo it instead of first name.dot last name? So here's what you do.

Make a slash next to the name and print your name. K. I know the notary might be a little bit complicated, but, like, for me, I printed my name, and she said, well, on your ID, it doesn't show printed. So what I did was I signed the book. I printed my name in her book, and I also signed my my signature, how I normally would sign, above my printed name.

That's all. She didn't give me a hard time. Some notaries might give you a hard time, so it's okay. When you're out of their presence, put a slash and print the name next to it. So if anybody has missed the other two recordings that we have done in my Telegram room, I have the way to claim your credit.

It has all the forms, all their Zoom calls. Everything is there. So, just message me, and I'll make sure you get that link to be able to get access to all those Zooms. Okay. Previous video stated an option for direct deposit.

I have the trust account routing account number. That no longer is an option. Yeah. Unfortunately. Sorry.

I wrote those directions while I was going through the process and also while my friend was going through it. So while she was talking to me, I was going just typing away. So some things the bottom portion is omitted. No. There's no direct deposit.

I am sorry. Student loans. You can only claim if you took out a student loan in 2021, 2022, or 2023? That's right. But you can claim the payments if you have a old loan that you were making payments on.

I took out my loan in 21, so I was able to claim the full amount. And I also took out another loan in 22, so I can claim the full amount. That's how it works. What you did in that tax year. If you have 13 accounts for student loans, is it 11099 b or separate?

I'm not sure what you mean by 13 accounts because when you go into your FAFSA, if that's where you got it from, it will show you the full dollar amount that they sent to the school, and sometimes the school will break it up in payments. K. When did Kia submit her 1041? Do we know if people have received their checks, and if so long if so, how long did it take them? Up to 21 days.

And if you want to see proof of other people's checks, just make a search on, 9 zero three's page or other people's pages on TikTok. They show their checks. I did all 3 years and have 33 assets submitted. So I just break down each year down and do the last process for each year. Correct?

Yeah. You're gonna do it for every single tax year. What we just went over tonight, you're gonna do for 21 2021, and then you have to do it again for 2022 and again for 2023. So you have to go on that tax act for each tax year and do it individually. I have a refund due letter, but have not received the refund.

Can I claim the amount on the 1099 b for the year the letter was issued? Your refund, was it direct deposited? If that refund was direct deposit, you can claim the credits on that direct deposit. But just because you have a letter, that doesn't Yeah. They haven't received the refund.

Just a letter. Yeah. No. You can't. You don't have the funds in your bank account.

You can't claim it. My Fidelity Living Trust account was closed because I do not have a residential address at this time for myself as the trustee. Is there an immediate solution for that, or can I open up a trust account with another institution? If you don't have a ask someone for their address because, I mean, with Fidelity, they do need a physical address on file, and then you can use the PO box for your mailing address, and that's where your card will be mailed to. What are the repercussions of not using a common law EIN on our trust?

Nothing? You would no. There's there's nothing. As the grantor trustee, can I also be the beneficiary? What?

Like If they're the grantor trustee, can they grant themselves as the beneficiary? No. You are already benefiting as the trustee. Right. And if you wanna be a beneficiary that bad, you now have to have a second trustee.

If you claim deposits in a joint accounts and transferred can you claim deposits in a joint account and transferred it to a sole account? I guess if they have permission from the person that has the the joint account. Right? Right. Because you 2 have to split it or somebody has to claim it all.

That's a conversation you 2 have to have. But if you transfer money to another account, like, if it's your account, you transfer, like, $1,000 to your personal checking account, you get to claim the credit on that deposit that was made into your personal account. Okay. I'm just going through because a lot of these are repeats. Does scribble mean cursive?

Yes. How you sign your name. What is the legal rationale to be able to claim 10 times on the barter amount? The legal rationale is you're trading the account 10 times. So that's the trade from that 10.

Because that's what they do. The corporations do that. Right. You don't have to barter. You can just do the proceeds, what you paid out.

That's up to you. Does the trust have to be on legal paper? No. Okay. Let's see.

Are we able to transfer funds from the reclaim credits trust bank account into Fidelity to any other bank account that was set up using the Social Security number for everyday use? Or is it Yes. Fair to transfer it to another business account such as another trust bank account or maybe an LLC bank account? Don't overthink it. You can transfer the funds be as because your name is on it.

You're the trustee, so you can transfer funds to your personal account. Alright. What did Kia say about 1096? Do we need to attach it with the 1099 b when we are sending the 1041. We're not sending it anywhere.

Your 1096 is your receipt that you need to look at box 5 to put on the 1041 when you complete it in the tax withholding portion of the 1099 b on the tax act 1041. There were 3 witnesses on our trust have to go with us in presence of the notary. No. They do not. That's for them to sign.

I I went over that. I don't know how many times. The witness is signed with them. You and the notary is together. That's it.

Nobody else. Okay. Clarification question on what to claim. If we pay utility, for example, with a credit card, we have to 2 contracts with our Social Security number and signatures attached, but only one was an actual outlay, the credit card, from our bank account. Can we still claim both entities, utility and credit card, on a separate 1099 b?

Yes. You are. You're claiming let's say the the the card was a ABC company. They gave you a $7,000 limit per month. You need to check your limit each month because it could have changed.

You can only claim your limit. Now if you paid Mickey Mouse Clubhouse $20 a month or something, then you have a 10.99 b against Mickey Mouse Clubhouse because you used your credit card to pay them. In the trust or before I do that, what is the name of the website you mentioned about learning about trust? It was called Allison? Allison.

Alison.com. Okay. In the trust, how do we modify section 2 to 3 in schedule a if we have no kids? Remove it. Highlight and press the delete button or the backspace.

What if you have Fidelity that isn't in your state? How do you go and deposit the check? Then you're just gonna have to take your butt to the different state and go deposit the check. I mean or look for a credit union close to you that does deals with trust, and you can open an account closest to you. Can we claim our court cases?

Yes. Yes. Do we claim the court, the judge, the prosecutor, the police officer? You don't have their bond number. You need to just claim the court where they are working and the dollar amount of whatever you pay.

And how do you calculate the amount? What did you pay within the proceeding or what was told that your bond was or what was told that, you know, whatever dollar amount? No. We answered that. The the non decedent letter doesn't mean your state nationals or resident aliens.

If we have if we have a CAF number, do we add that CAF number on the 2848? See, the the CAF number? Yeah. If you if you have one, if you have a personal one, because I do have a personal one for my name, you can use it, but just put none right now at this time. Don't confuse it.

What if you have done the secured party? Will that conflict with this? No. Because they threw out your secured party. You can't be a secured party as a beneficiary.

I have a doing business as in my Social Security number. I received a loan from the SBA. Can I claim it even though it's in a different name but the same social? What do you mean by different name? I mean They're I guess, they're doing business is different than what she made up her trust or what her real name is.

Okay. Can they but they have the same social. Can they claim that? It is probably the same social. Because that would now have to go under that name because that's the name that they gave the loan to.

So that name now needs to be in the trust first, and that name now has to get a 28, 48, and a 56. Okay. Somebody wrote the second recording. It was stated to sign your name as normal. I did not put a colon or anything.

Do we sign by printing our first name, colon, last name in ALL CAPS? Do I need to redo everything with the colon and resubmit? What did did you sign you're supposed to scribble this where it says settler grantor. You do your normal signature. The trustee always signs first name, colon, last name in print.

But if they didn't do that, can they They need to slash and redo it? Yeah. You the the workaround is put a slash in here and put it in on the line. Okay. That's the best work.

What if the company you're filing at 1099 b has no corporation email listed online anywhere? Then just try to find it. Somebody has a email even if they have, like, what do you call that? Like, the customer service email, just Google it real quick. Like, look for corporate email.

They have an email somewhere. Just grab one of them. And my children's tuition for school be claimed in high school and elementary? If as long as it was in 21 or 22 or 23, and 24 is in January. So as long as it's in that year, yes.

So if you need the link to where all these recordings are, my name on Telegram is at lady of light altogether. Just to clarify, the IRS has an online platform, but we can't use that unless we have over a 11099 b's. Correct? No. That is just to mail them in and use hard copies.

This online process for is for anything under a100, and it's directly attached to the IRS. Is there a video to fill out this form, the notice request to change status from nondescendant to non descendant from descendant to nondescendant. Didn't you do a, video and all the packet that you have on that Kia? Yeah. It's in your email listing.

Okay. I did all 3 years, so I just generate the summary for each year one at a time. Yes. Regarding court cases, I have one as a plaintiff and my wife has one as a defendant. Both are related to creditors.

Thus far, the court has not been willing to provide any amounts on related bonds as they're a standard amount we would claim in a bent? We don't have a firm number associated with the case. You don't need the firm number. Put the court case in there. If you paid any court fees or any attorney fees, whoever fee you paid regarding that court case, that's what you will put in the proceeds line and barter it.

Trade it. Trade the account. Somebody wrote, can you claim whole life insurance policies? Yes. Whatever you paid for that whole year.

What do you do if you owe a lot of money for student loans? Claim the student loans. Claim the amount they say you owe per year. Karen, you asked me for a link to my Telegram rooms, to watch other videos. I'll send that to you.

We know that many file similarities. The IRS delays or never sent to anything. How do we handle it? You said what? The That they don't file or they're delayed and send anything.

What do we do? They're not gonna, delay or file because you were dealing understand. Let me back up. There are 2 different IRSes. There is the DS, and I'm not gonna say their name, but it's their IRS, and there is the United States Treasury, Department of the Treasury IRS.

That is who we are working with. That is who we are notifying that these nefarious companies have been charging us after they have paid them on our behalf as beneficiaries. And now we're switching our status out of beneficiary to become the trustee to follow this stuff. That's who we are dealing with. We're dealing with the good guys who are helping us along the way.

Okay. Somebody wrote, I have been filing joint on jointly on taxes, and I completed the trust and filed and filed. I did not file taxes this year, so it looks like I am now immune to prosecution. Do I need to duplicate the trust process for my wife to protect her from taxation as well? Don't worry about that because that is the other guys wanting your money, not the United States Department of Treasury.

If you have a tax bill, 1099 be that, but also note that 24 is not over, so you have to wait till January. If people have done the paperwork for an American state national and filed it, do they need to resend it? You don't need to resend anything. Just go with this process. He has stated they're working on a law to identify state nationals as terrorists and have them leave the USA.

Yeah. They are. Wow. That was insider information. So Wow.

So what do you do if somebody is a state national? Just do this process really quickly. Get it done. So that's what you meant by getting them off the soil. Yeah.

Okay. So can you claim monthly money coming in and out of your account such as health insurance premium, social security? Yes. You can. Separately.

So the deposit goes to the bank that the deposit is going into. Your I claimed my, insurance, my you know, the insurance, the Social Security, Medicaid, Medicare, whatever that is. That goes to that company. So that's why you will end up with so many accounts because whatever you did, that company has to be 1099 b. Not all of it punched in 1.

So somebody wrote about accomplishing, setting aside debt as well to be free of car loans and mortgage debt. This process takes care of all of that. In the other Zoom videos we did, we went over all of that. It's not just for credits or deposits in your account. It's for every single bill or company that you pay money to.

That's what this is doing. You're claiming those credits. Alright. A lot of these I'm not gonna read because they're redundant. Somebody doesn't know why is this legal.

They're trying to research and make sure it's legal. Okay. Go ahead and research. I mean, I went over that already, so you don't have to wait till the video is over. Okay.

Somebody's responding. I don't have my original birth certificate. I got a replacement 1 years ago. Is that a problem? No?

No. It's not a problem. It's not at the lady of light. It's just at lady of light. No the.

So on my court case, I have a bond. I have not paid any fines or fees. However, the judge did tell me that the court cost will be $200 and fees are $25. Do I have to wait till I'm found guilty and pay the fines and fees before I file a 10.99 b? No.

If you know what the bond is, whenever that case was, go ahead and put it in on the 1099 b for whichever year. If the case is this year, you can go ahead and submit a 1099 b, but understand you can't do anything with it until next year. So you can stop the case with the 1099 b to have it removed. After you've done the first portion of the process, don't try to skip. You have to do that other paperwork you trust in notifying everybody, and then you can put a 1099 b against that case.

Somebody wrote the, secretary of state has been refusing my mail, and it's coming back undeliverable. Should I process, serve the documents, or can they be registered mail? It needs to be certified return receipt. Don't register it. The reason why it's getting pushed back is because if you're registering, that's that's dealing, with federal side, and you're not federal.

You need to stay in your lane through a certified mail. And what you can do is go online and Google who it is your state secretary of state is. And a lot of times, on the website, it'll show you who to send mail to. Like, it'll say in care of, you know, Lucy Jane, and you send the mail to Lucy Jane in the care of her because that's the representative taking their mail. Replacement birth certificates do have your original, docket number and your original birth certificate number.

They don't put different ones in. Can we submit a passport in place of our, driver's license? Yes. It's a ID. K.

What if one doesn't have a US birth certificate or nationalized, but only has Social Security number? It's like I said before to the the other question. It's the same thing. You need to still provide a copy of your birth certificate, your naturalization papers, your Social Security number, and ID. You do not have to have your common law trust notarized before you apply for an EIN.

You can do that now. Yeah. Do that ASAP because it's 2 weeks for it to process. My replacement birth certificate does not have any numbers. For sure.

Also know somebody else that they were showing me their birth certificate. There's no birth certificate number on it. Wow. So what do you do in that case? Well, because the docket number is the birth I can help you on that.

What they've got is a copy from the county, and the county doesn't have the number. They'll have to go to the state registry to get the real or what they call the long form birth certificate, and it actually has the number on it. Okay. Thank you. You're welcome.

Thank you. We just learned something. So I will open it up if anybody has questions they want to ask here. So go ahead and ask your question. You can unmute yourself.

And somebody asked about a green card. You may go ahead and ask that question now. If somebody's applying for a new Social Security card when they recite receive it, should they sign first name dash middle name, colon? No. Just sign in regular.

Yeah. Because that's the, you know, that's that that signature for that person. I have a question if the green card is not gonna go. I was the one that asked the I was the one that asked you about the court case. There's no there's no bond that, that I had to pay, but we know that there's supposedly, I guess, a bond that the DA pays the clerk in order to do it.

Is that the bond you're talking about? I just go to the clerk and ask them what that bond amount is? No. What it is is, like, if you were prosecuted, like, for a criminal case, for example, and the judge says, well, bond is $5,000. So you would 1099 b that $5,000 and then trade on the account because the bond I figured all that.

But the current one the current case is just a is just traffic citations where there's there's nothing, printed on the ticket about the amount. So I had court this last week, and I I just asked the judge. I said, well, what's the fines and the fees? And he said, well, court cost is $200, and fines are usually, like, $25. He says, but, you know, judge could change that.

So there's there's nothing written down for me to, use as a cost other than his verbal So then what you do fine. What is going on with this? Okay. So what you do is you put on that ticket, under threat, duress, and coercion, UCC 1 dash 308. I do not consent to this contract.

And certify mail it back to the court. Okay. I need to write that in purple ink. Okeydoke. And don't 1099.

Only if, you know, the, take a like, make a copy of the ticket. Uh-huh. But, and then ask the court for the fees, and then come next year, you know, you can 1099 be that. Well, I mean, I don't have a problem going back to court on the it's November 21st, and just go ahead and pay the fines and the fees. And then, you know, because I'm a get 10 times.

I don't have a problem with that. So Okay. That's why I was wondering if that's the best way to do it because, like, I'm like, write me a ticket. I'm gonna get paid for it. Who cares?

So I like some of my people saying about worried about getting pulled over. Like, you get all this done, said pull me over, write me a ticket. I'm guilty. I mean, yeah. You could play it either way.

Credits. Yeah. Claim the credit. I mean yeah. If that's what you wanna do, go ahead and pay the fees and then, you know, come next year, January, you claim the credit.

Hey. Hey. Do what you want. Okay. Alright.

Thanks. Somebody asked, can I authenticate an apostilled foreign birth certificate copy I'm sending with the nondescendant letter with my red thumbprint? That has nothing to do with that, please. No. No.

No. No. Right. Just send a copy of your birth certificate, and you're not putting your red thumbprint there. You're leaving the red thumbprint that's there already.

You're just typing because the red thumbprint is a blue ink. You're just going to change your name there. Thank you, Colette. Beautiful message that you wrote. She just said we're we're angels and mega humanitarians.

I have such gratitude and appreciation for you both. Kia, you are one amazing, brilliant lady. You too, Holly. Blessings and prayers for you both. Well, thank you.

Yes. Thank you. Pray for some sleep for me, please, and thank you. I'll take the sleep with 200, Alex. Yeah.

Because I can't sleep. I had no idea this would be so huge. Oh my god. When you shared this with me, I thought, oh, this will be wonderful to help people while we wait. Yeah.

Oh my god. It blew up. I wasn't busy enough. Hi, Okay. I have a foreign birth certificate and green card, but I don't have details on the hospital address.

Can I use the registry office where the birth certificate was issued? Yes. Okay. That's what you're doing anyway. And just going back on the TaxAct website, filed 4 weeks prior, but we're saying 2.

It could be 2. It says on their website 4, but chances are it's 2. It's 2 when I spoke to them. I spoke to them on Friday. That was 30th, and I got a representative because it's the whole different another line.

You you're dealing with different people when you are a trustee. You you come with perks and benefits. So on their business line, I spoke to a rep, and she did inform me, and I spoke to the same rep over and over. I get the same person for some reason. And she informed me that, yes, it takes 2 weeks for their system to update and grab the new EINs that are coming in from the IRS because they are directly linked with them.

So the IRS can generate you a EIN. Yes. It's active on their side, but the system that tax act has is not as fast, I guess. It's not, it's not as fast. So it just takes 2 weeks for it to update on their side.

So it's their their system error issue, and it won't work. Trust me. I've tried, and I had rather destroyed than we had the least 2 weeks. Somebody wrote, I forgot to thumbprint anything on my papers. Do you thumbprint the trust papers and letters to the IRS?

No. No. No. No. No.

It's only the nondecedent letter. It already has the thumbprint on it. That's it. You you're not thumbprinting anything, so it's already there. Just leave it the way it is.

How does this affect a foreclosure process? How about foreclosure that's being stayed by a chapter 13 bankruptcy? Your foreclosure case is the account number and whatever the dollar amount is is the proceeds. Okay. And part of it.

And it's being stayed by a chapter 13 bankruptcy. Yep. You still can do it. You still can 1099 b it. Okay.

What is this? Somebody's like that's their picture coming up. Let's see. Dollar amount of the mortgage. So you can only claim your mortgage if it's a brand new mortgage in the tax year 2021, 2022, or 2023, and it would be the amount of whatever your mortgage is.

So let's say your mortgage is 200,000 that you applied for. You can only claim that. However, if you've had a mortgage prior to 2021, you don't claim the amount of the loan. You can only claim your monthly payments. That's right.

And look at the mortgage paperwork because I ran into this with helping a friend, personal friend. She thought her mortgage was a 120,000 and end up being 240,000 when we went through the paperwork. Look in the paperwork because the treasury gave them a check for the amount they said in the back of the paperwork, and then they sold your mortgage to someone else, and you're paying another company another amount. And if that is the case, that it's another company, now you have a 1099 b against the mortgage company and a 1099 b against the other company that you're paying them making the payments to. And you can now you have and you also have a 3rd 1099 b for the whole amount plus the payments.

So you just have 3 transactions on that one mortgage alone. You know what I'm saying? The same thing with a car loan if if that's the case as well. So your mortgage right there, you know, ups your your refund your credits. Somebody asked sorry.

I was adding to the question on the foreclosure question. Is the court case amount the dollar amount of the mortgage? I'm sorry. What was that? Is the so for a foreclosure, is the court case amount the dollar amount of the mortgage?

It's whatever's on the paperwork. So if they're saying that the foreclosed amount is 250,000, then that's the dollar amount you put. It's whatever they're saying in that court case. A refinance in 2021, 2022, or 2023, that is claimable, or if it was sold to another company. Does 2021 have to be done before the 2025 coming up?

Yes. December 31, 2024 has to be completed. I can't find a state registry. I was born in Manhattan. For New Yorkers, I'll give you this little tidbit for Manhattan.

Not all New Yorkers, just those born in the boroughs. It's the City of New York, Department of Health Vital Records, Bureau of Manhattan. It's a 120 5th Worth Street, number 144, New York, New York 113. And you can even Google that. But you still need to know the the time and the, of course, your date of birth, your docket number, which is your certificate birth certificate number, and you still have to put the borough that you was born in.

But it's the City of New York Department of Health Vital Records Bureau of Manhattan. That's where all 5 boroughs there theirs is at. K. Somebody else asked, should I put my LLC in this schedule in order to claim an SBA loan I took in 2022? You can, but you still have to file other paperwork with it, and we are working on that to put a packet together.

I don't have a docket number on my birth certificate. What do I do? It's the birth certificate number. That's the docket number. Okay.

Anybody we're gonna open it up. Anybody else have questions? I've read through all the questions in the chat. Anybody else have anything they want to ask? I have a question.

Sure. For credit cards. If they originally gave you $3,000 for your credit limit and they drop it down to a 1,000, how do you claim that? Do you claim the 3 or do you claim the 1? You can only claim the 3 that they gave you within those months.

And then the month that they dropped you down, you can only claim that that 1,000 for that month. That's why you have to go through each statement. You know? Okay. And, your your bank account, you claim your deposits?

Yes. Okay. And then what else? The question the question. The deposit.

Yeah. And the credits. Oh, each deposit that goes into your account? Yep. And your payment time to that right now.

Okay. Alright. Do you can you claim unemployment? Yes. You can.

Oh, how do you do that? You claim all of the unemployment that you received. Oh, what would be the account number? The account number is your Social Security number. Oh, okay.

Okay. Alright. Thank you so much. Appreciate you. Somebody asked, do we mail more than one copy of our trust to the IRS?

You are not mailing a copy of your trust to the IRS. The only thing that you are going to do is the 2 notarized pages within your trust document will be sent with form 2848, form 56, a copy of your birth certificate, your driver's license, and your Social Security card. You are faxing that to the number for the 2848, instructions. Find the fax number for your state. That is all you're doing.

You are not mailing your trust to the IRS. Oh my god. How many times have we answered that? I know. Sorry.

I have a replacement birth certificate from New York. I do don't have a docket or a birth certificate number on the replacement. Am I going to the New York State DOH or Queens County Clerk's office? It's the Office of Vital Records for New York if you're born in the boroughs. I just had said it.

I use Square app. Do I 1099 the credit and debits and separate loans with said company together or separate? Just the credits you receive with the Square account. Anybody you paid out of that account gets a separate 10.99 fee. My credit union is asking on the trust bank account application for TIN.

Do I use the IRS EIN? You can. It's up to you. I mean, you wanna go to common law one, you can. They're not gonna deny it.

I mean, you go to government EIN. They're not gonna you know? It's whatever you want. How private you want that money to be. If we do not have statements of credit cards that have been closed, yet we have the credit reports on Equifax that state the limits.

Are we able to use the credit reports? Yes. You are. As long as it's in that tax year that you are filed. If we have our Social Security payment going to one bank account and we transfer some of the money from that bank account to another bank account, do we claim that, or is it double dipping?

No. Because you are claiming here's how you're gonna do it. It's just like your your w two, in being employed. Social Security, you have a claim against them because they give you the statement 1099. So now you got a 1099 b on that.

Then you got a 1099 b on, let's say, Capital One because the deposit went into Capital One. So now you got a 1099 b against them. Then you transfer that to Chase Bank. Now you gotta claim on Chase Bank because you deposit it you made a deposit in that account with that one check. So now with that one Social Security check, now you have 3 1099 b's on it.

That's not debit debit. That's claiming the credit. K. I have a judgment filed in court against a credit card of mine. Can I claim it?

Yes. You can. I did my 2848 and 56 for my name and Social Security number. I did the 8821 for my EIN and s corporation. Do I need to also do the 2848 and 56 for the s corporation?

Yes. But we're putting a packet together for that for people with businesses. Okay. I would say right now because, you know, working with corporations and businesses and LLCs and s corp, Put all that aside right now. Just focus on you claiming your own ALL CAPS name before you start working on that stuff.

Just work on your personal right now, and we can, you know, do another Zoom call for, corporations or for deceased, but just work on your own individual ones right now. Wouldn't you agree, Kia? Yes. Because that's a whole a whole another process. And, you know, if you can't get this, you're not gonna get that because Correct.

And the same thing. You guys are getting yourselves all confused and jumbled trying to, you know, cast the net and bring it all. Start with just yourself because even just for yourself, it's a lot of money. It's life changing. Okay.

I use the second name of my first two names that I understand the name colon. Last name is listed in schedule a and the nondescendant, am I covered for companies that I contract work as a gig worker? I'm totally confused. I'm confused. Sorry.

I'm so confused. I think they're I think the question is they're asking when they do contract work as a a gig worker Mhmm. Do they sign their name the way they did it on the nondescendant? I think that's what the question is. Contract workers and gig worker, you're operating under the ALL CAPS name anyway, so sign is normal.

I mean Right. If a law firm is asking for money to be sent to them from a court case judgment, do I do court case on them too or just the court? If they sent a letter and there is a dollar amount in that letter that you owe them money, then you need to 1099 beat the court and them. Because the court should have the you should have the documents of what the court said. Like, it should've said judgment or whatever, and you 1099 beat that.

And then because they sent you a letter with a dollar amount, you can 1099 beat the, the law office, but get the corporate office information. If our legal trust name simply shows only three initials, do we need to redo it? I already had it notarized at a credit union and have an appointment on Saturday to open Panks. So they didn't put revocable living trust. They just put their initials.

I think that was in there. It says revocable living trust. So that's all you needed to put in there was your initials. Okay. You did it right.

Okay. If money market account was moved into regular checking at the same time at the same bank, can that be counted? Yes. Oh, boy. This is a long one.

I took out a business loan using my home as collateral in 2021. I've now lost the business due to COVID and currently in chapter 7 bankruptcy trying to save my home, which I save from a nonjudicial foreclosure by the current bankruptcy stay. Can I claim this credit, or do I need to wait for Kia to elaborate? The attorney sued me individually as well as my business, though it was a business loan. He's now placed judgment on me personally.

It's not a judgment on you personally. It's judgment against your ALL CAPS name. So because that was done in 21, yes, you now have a 10 I m b on the court and each attorney that came after you. As long as you have that paperwork, that there is the judgment in the dollar amount. Thought we were able to claim back 25 years on your estate and trust.

No. Do so we don't need 2 EINs, the 0 and an official EIN? No. You could just get the regular official EIN from the IRS. The other one you're making up.

Yeah. It's a common law EIN. It's your personal EIN. Yeah. You don't have to.

That's just for those of us who understand common law and wanna keep our affairs private private out of the jurisdiction of the government. So to clarify on double dipping, if I get paid $800 a week and transfer 400 to another checking account to pay a specific bill, do I 10.99 be both, or do I, transfer from one account to another account? Your 10.99 being, again, you have the cash or the the check. You put it in Wells Fargo, then 1099 b Wells Fargo, then you transferred it over to Chase. You 1099 b Chase, and then you also paid, I don't know.

What's the Con Edison with that same credit, because it's not money. It's credit. Then you have a 1099 b on Con Edison. That's how it works. Okay.

We're gonna go, 50 more minutes because it's it's 9:16. So 9:15. Yes. What if the business is an LLC? We're not gonna do LLCs.

We're not gonna do businesses. Just work on your own individual self right now. Do we have to have 3 witnesses? Can a beneficiary be a witness? Yes.

As long as they're over 18. Okay. Do I need to OPT out of my IP PIN number to use tax tax act for filing, or is there a place to enter the IP PIN number online? I have no clue. I don't know what that means.

You don't know either? No. I I don't know. What's the thing about a PIN? What?

It's a tax ID number that they get for your personal PIN. So you can do your taxes anywhere with that. Oh. You can plug it in. Tax Act, you just it's just like what I just showed today.

You're just creating the account and going forward because that is tied to your ALL CAPS name and social. This tax act, the 1041, is the trust claiming the credits on your behalf to receive the check. So everything you did, that's why you do the 1099 b, and the trust stands up and say, well, we want this these credits back to us be on the behalf of, you know, you, you know, with the ALL CAPS name, social. That's what that is. So there's no PIN involved.

Did you say we were to scribble where our old caps name is required on the trust? Yes. The trustee always prints their name. First name, colon, last name is trustee's signature. What about collection letters?

Medical bill is not paid. Yep. 1099 b. Can I do a 1099b on the amount I paid to the IRS as well as the amount I still owe? As long as the letter if the letter says you owe x amount, let's say, $100,000 and you received that letter in 21, yes, And then you started making payments.

Yes. That's a separate 10.99 b. Okay. Here's a doozy. My mother left me her house when she passed.

Another person is on the deed. No mortgage. The other person sued me to force me to sell the house. The other person does not wanna give me time to qualify for a loan. The court is rushing a sale.

Can I 1099 b for the 50% of my ownership? You can 1099 b that entire amount because it came to you. Okay. Even though there's another person on the deed? Yes.

Because they sue her or him. Okay. I have a judgment, and there is a total amount I owe. I haven't made any payments. So do I just put the total amount I owe one time and then barter?

Yes. Okay. Even though I never made a payment? Yep. Okay.

Trustee's acceptance of $21.9 cents, dollars for gold and silver, money of the republic. What is this saying? Am I paying 21 to someone? You're the trustee. You're paying yourself.

Where is that listed? In the oh gosh. I'm losing my voice. It's in the trustee, acceptance within the trust because it's stating that, basically, the trustee accepted real legal tender to be a trustee. The trustee paid their their fee.

So it actually have piece of silver? No. Okay. No. No.

No. That's you transferring some asset to you on the behalf of you. Okay. Why is this revocable and a nonrevocable trust? Because your SESTAK trust is revocable.

So it's going from trust to trust. So for clarity, we're filing the complete revocable living trust in the county records or just the certificate of trust. You're filing the whole trust if your state requires it. Some states don't. Some states say that trust are private, you know, entities.

Some states like Louisiana don't care. They want your trust filed, so you have to go by your state's rules. Just do a quick online search. Yes. These q and a's will be in the entire recording.

Discover card I had until I couldn't make payments, so I can only count the months I had until it they closed it? As long as everything was done in 21, so you can claim the amount that you had. And then the payments you made, that will be a separate 10.99 b for that one account. Okay. But I can only count 25,000 in my months that I did pay in 2021.

Yeah. That that's right. Well, it would be whatever your credit limit is for your credit card each month, so it'd be times 12, and then you barter it 10 times. What if I only had business checking and all my deposits went there? It isn't an LLC.

Isn't the LLC connected to the Social Security number? Some of my credit cards have my name under business name. Again, we're working on a packet for that. K. Which I n EIN did you say is more private than the other?

The one that's on the common law EIN that you make up. Okay. What time is it? 9/24. Time is I'm losing my voice.

So let's see. I use my common law EIN for my trust. I use the IRS EIN for the Fidelity account, which I'm assuming needs to match the EIN we use for the 1041. Or do I need to revise my Fidelity EIN to the common law EIN? So your trust and your Fidelity can have the common law EIN.

The EIN from the IRS needs to go on the tax act information. That's it. K. My Social Security was stolen many years back, and taxes were filed using my Social Security number to get a return. As a result, I have to use an IRS identity verification code each year for tax purposes in order to verify my identity.

Will this affect my ability to get the setup with the IRS treasury? No. It won't because your trust is owning your name and social, and your trust is filed in the 1041, not you. So if anybody wants the second recording or the first recording or any of the packets, if you're in my room, then Marcus has the documents, and I'll post it again. He'll post it, and you can get it.

So if you're in my room, you should be able to get it. That's right. We got 5 more minutes. Yeah. How would you best like me to share information?

I love this, and I wanna send it to a number of people. They need to join Holly's email list. Okay. So just the the claim your credits email list? Yes.

Couple of them. Okay. And then it gets sent to them. Great. I'll I'll share that.

K. The IRS sent me bills in 2021 for 1,000,000, but I did not pay them. Can these be submitted? Yep. Sure can.

As long as you have that that bill. I know you probably already answered this question, but I just still wanted to very I mean, clarify, about the EIN, like, the the one that we make up? Do we just leave that out? Because I think I heard you said it earlier. We just use our IRS EIN now, and that that's only it.

I mean, on our trust. You can use the common law EIN if you fully understand it on your trust Okay. And when you open up a bank account. The government EIN, you do need so you can file the 1041. Okay.

Okay. So yeah. The the common law EIN just keeps everything extremely bright because it can't go into their jurisdiction at all. Okay. I I wanted to know something.

I had a foreclosure. I think it it was in 21 2021, and I kinda didn't an investor actually bought if, like, if an investor actually bought my property, I can go back and claim. Right? Yes. You can because it happened in 21.

Okay. I do that. And I had I had some other people that, oh, that's kept selling the loan. Oh, can I still I can't go back and get them unless it's in 2021 because I think it was in 2? Okay.

Alrighty then. Thank you. Alright. This is gonna be our last question. I filed a 1041 for a trust.

I received the money. Months later, I received notice of levy the from the Internal Revenue Service. I wanted it all back claiming frivolous filing. We went back and forth, and they levied my wages. I've gone as far as the director, and they won't stop the wage levy.

Can I do this? Yes. You can. And most likely because of how your trust was set up and you didn't fill out the correct forms, that's why you have a levy. But now you can do this the right way and, you know, have that file that 1099 b against them.

Can you just clarify on, being a state national? Because I know a lot of people have done that process that they're being put on a list as a terrorist. Because what it is is as the snake national, movement that happened and transpired, you guys are selling the government, the United States government, that you don't belong here. So they're taking you at your word. So because you're saying that you self govern or whatever it is that you're filing all these forms out here, they're saying, okay.

Well, you're terrorists to our soil, to the United States soil, so you need to be removed. And that is what they are working on in the back rooms to create a law to pass through congress to get you guys off the land to be removed. So they're identifying you guys as terrorists because, again, not everybody is good in that movement, and they have been causing havoc. They have been disturbing the peace. They have been doing things.

So, you know, some bad apples is spoiling the whole bunch where I understand where y'all were going with that movement, and and some lawmakers do too. However, the bad app was just making everybody look bad. So they're working on that right now. That's the email that I got from the ABM. So I had to say that real fast, but that's the email I got that they're working on.

I didn't join the meeting. I just got the email, and I'm just warning you that those of you who are pushing that and who are in that movement, get yourself out of it by doing this process because your name will be on the terrorist, list, and they will come knocking at your door and remove you off American soil. And some people have been removed. They just ain't telling you. So that's what I I'm just warning you, you know, as a concerned citizen, humanitarian, whatever you wanna call me, that listen.

Over here, they're brewing up some stuff to get y'all out of here because y'all are causing a ruckus saying that you you don't belong to United States. So you're telling them, okay. Since you don't belong, you gotta go. So is there a way to rescind that then or just do the paperwork? I would just leave it because you don't wanna cause your name to, you know, be pulled up and then they start investigating you.

I would just simply leave it where it's at. It's more than likely thrown out anyway. So just go ahead and do your process. Okay. Alright.

So we will end it here. Kia, I cannot thank you enough for your patience and, answering hours and hours and hours of questions and everything you have done. You too. And, I will do one more call on Thursday with it's me chat if anybody wants to go over there. There is a lot of people over there too.

And that would be my last call, and I am jumping off of, the Internet completely. And, you just you guys just gonna have to go through the owners of the channels who can reach me directly. Okay. Again, I wanna reiterate. This is not to be put this Zoom call or any of the Zoom calls I have done are not to be put in any Telegram or social media rooms at all.

These are private, and these are just for anybody that signed up, reclaim your credits, set up by my admin, Marcus. So I am very adamant that nobody goes and posts these in any of the Telegram rooms. I am furious that people have not listened and already done that. So please, please, please listen, everybody. Okay.

Thank you, Kia. I appreciate you immensely. Thank you, everybody. Have a good night, everyone. Thank you.

Thank you. Thank you so much for your time, both ladies. Thank you. Thank you. Thank you.

You. Thank

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