I have been following posts on this site and watching videos on YouTube. I read a comment that said, "Be a Trustee and cut out the middle man." So I served as Trustee for my adult children and grown granddaughters. The papers have been sent a little over a month. I am praying for an unusually short turn around. I am extremely anxious to find out if I can make this work. It will be a great adventure helping people with this process. :) I also have sent a package of documents to the Treasury Department with all of my financial obligations as well as my utility bills for a year. Looking forward to being a Trustee and helping people with the 1099a process...:)
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Two separate interactions with the Treasury Department about Beneficiaries I am Trustee for
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Rebecca K Murphy
21 May 2023
TREASURYTrustee1099AContactBeneficiary
I am Trustee to seven different Beneficiaries around the United States. I filed my first set of documents with the Treasury last year. Recently, I have been contacted by the Treasury to verify an address of one of my beneficiaries. And more recently, one of my beneficiaris received a copy of the form 8888 with no letter and no explanation. If this whole 1099A thing was not a real thing, Why would the United States Treasury be trying to verify information??
Blessing to you and your family, may God give you your heart desire. Could you please share with us the process you took to be a trustee!!Meaning, what type of forms you sent and did you open a tryst account already and how about!!Thanks for sharing and good luck
Any update on your progress?
I have not heard anything. From what I understand, that could be a good thing 😊
@Rebecaa
Please contact me @ willislegacytrust@gmail.com
Rebecca K Murphy Can you reach out to me @noble_re@yahoo.com
Thank you
Rebecca, thanks for all the information. Could you please contact me at: farpa@nym.hush.com? I need a trustee!
can you please contact me bettymendoza33@gmail.com I have some questions to ask please thank you
03/04/2024- i received a Frivolous Filing letter from the IRS. I had just left two more sets of documents at the local Post Office to be sent. Within five minutes of leaving the envelopes at the Post Office, I returned to get them back. (Because I just received the letter.) The Postal Worker REFUSED TO GIVE ME THE ENVELOPES BACK...