Help - The 1099-A Process

Welcome!

This community is for professionals and enthusiasts of our products and services.
Share and discuss the best content and new marketing ideas, build your professional profile and become a better marketer together.

1

New process now?

Avatar
Mel

how Do we fill out the 1099a’s now after the new Chris instructions? Who is the Lender and borrower etc now ? 

2 Comments
Avatar
Discard
Avatar
Administrator
-

Have you listened to the last Oct 25 Q&A with CH?

Avatar
Brian Bearer
-

Where can you listen to that?

1 Answer
1
Avatar
Mel
Best Answer

Yes and he said not to put us as lender now etc. That’s why I am asking for clearer instructions. 

1 Comment
Avatar
Discard
Avatar
Daniel Maldonado
-

I've been through the courses and I've listened to every Q&A up to January 3rd (still in the process of catching up). With my current level of understanding, (from multiple sources not just here) it would make sense that we would put our trust/strawman as the lender if we are trying to get money from our trust. If an institution was using our credits to create our balance that we usually pay them back (plus interest) where does the treasury come in?