1099-A Process

Accessing Funds from Your Cesti Que Vie Trust
**Important Prerequisite:
You must innerstand the difference between your ALL CAPS name (The strawman/corporation)
and you as living man/woman. It’s important because you need to be able to answer how you
were able to access funds from your trust if you are ever audited or challenged by ‘authorities’.
To fully innerstand;
1. Watch all of the videos on Jarrett Realty Investors’s YouTube channel starting here. The
videos are also on Rumble.
2. You should also follow Chris Hauser and watch his content too. Chris’s process has
been documented here.
3. Make sure you have reviewed the files section of the Telegram group too. (Make sure
you’re in the correct group as there are several scammers posing as us).
Disclaimer: This information is for educational and entertainment purposes only. We are not attorneys and do
not offer legal advice. We are not financial advisors and do not offer financial advice. Please educate yourself
on all material presented and do not just take our word about the material discussed.
v3. 09/09/2022 1
Mindset
This movement is about reclaiming our power from the tyranny and financial enslavement we
have all lived under for generations. It’s not about being greedy and materialistic. Of course,
being free of debt and having a nice house and car are the reward at the end but if you’re
getting into this for ‘free money’ it’s not the right approach.
You must be willing to empower yourself and put the work in to learn ‘who you are’ and the
difference between living in the private vs the public. Asking questions in the Telegram group
that, had you put in the time to watch all the videos and do your homework, you wouldn’t need
to ask is frustrating for everyone else that has.
There are no shortcuts to this process and if you’re ever challenged by ‘authorities’ or audited, if
you can’t stand your ground you could be digging a big hole for yourself.
Whatsmore, you also need to have great patience. This process takes time and we’re bending
over backwards to help as many people as we can. If you’re going to be disrespectful to us or
anyone else in the group because you’re impatiently waiting to hear back from us, we’re not
going to be a good fit. We will get back to you eventually but we’re inundated and working
through the backlog diligently.
Our movement is growing exponentially and we’re doing our best to fine-tune our systems and
processes to speed things up but ultimately, once your forms are filed, you need to wait patiently
for 120-business days minimum for us to receive the funds.
v3. 09/09/2022 2
The 1099-A Filing Process
Here’s how the process works:
v3. 09/09/2022 3
1099-A Filing Instructions
**Please read the instructions and FAQ’s below in their entirety before proceeding.
Below are two examples of how to fill the 1099-A forms out. One is for a property purchase, the
other is for paying bank/credit card/utility bills.
Example for Acquiring Property:
Important: You must autograph your beneficiary name in black ink on the back edge of copy A.
Do not remove the perforated edge on the left. Lift copy A using the right-hand edge to
autograph the back of copy A. DO NOT autograph copy B or C. See the example below.
Complete the form using black ink only so your form can be scanned by the IRS.
Scan/photograph your completed form front and back for your records.
Send the completed form(s) intact, (i.e. DO NOT separate copies A,B & C) to the address here.
v3. 09/09/2022 4
What do I put in box 2 of the 1099-A form?
This is where you add all your extras to the purchase price. So in the example of buying a
house, you add the 5% trustee fee to the purchase price of the home. [Multiply the purchase
price of the home by 1.05]. Then, add the closing costs, home insurance, moving costs,
renovations, interior design, furniture, linens, solar, emergency generators, landscaping,
outbuilding construction etc.
Property Acquisition Example:
The amount in Box 2 will always be higher than the amount in Box 4.
See the further explanation here for acquiring a property
v3. 09/09/2022 5
Vehicle Acquisition Example:
The amount in Box 2 will always be higher than the amount in Box 4.
See the further explanation here for acquiring a vehicle.
v3. 09/09/2022 6
Paying Off Debts:
If you have a lot of debts to pay off and want to amalgamate them into one filing you can use us
as the trustee.
You must keep paying your bills in the meantime.
Important: You must autograph your beneficiary name in black ink on the back edge of copy A.
Do not remove the perforated edge on the left. Lift copy A using the right-hand edge to
autograph the back of copy A. DO NOT autograph copy B or C. See the example below.
Scan/photograph your completed form front and back for your own records.
Send the completed form(s) intact, (i.e. DO NOT separate copies A,B & C) to the address here.
v3. 09/09/2022 7
FAQ’s
What if I make a mistake on my 1099-A form?
If the IRS has already received your form(s), you can send us a corrected version to file on your
behalf. (Send it directly to the IRS if you have not used us as the trustee for the form you’re
correcting.)
Important: You must autograph your beneficiary name in black ink only on the back edge of
copy A. Do not remove the perforated edge on the left. Lift copy A using the right-hand edge to
autograph the back of copy A. DO NOT autograph copy B or C. See the example below
Scan/photograph your completed form front and back for your records.
v3. 09/09/2022 8
If I’ve already filed online, do I need to follow up with a hard copy of the 1099-A?
Yes, this is imperative. Make sure the details on the form are identical to the one you submitted
online (unless you need to correct an error). Either way, you need to check the ‘CORRECTED’
box at the top of the form to avoid duplication.
If you left the TIN box empty when filing online because you don’t have a Social Security
Number, add your country’s equivalent on the hard copy (i.e. National Insurance number for the
UK).
You must autograph your beneficiary name in black ink on the back of copy A. Do not remove
the perforated edge on the left. Lift copy A using the right-hand edge to autograph the back of
copy A. DO NOT autograph copy B or C. See the instructions here.
Do I have to file my 1099-A offline or can I do it online?
No, you can no longer do it online. You must send us a hard copy of your completed 1099-A
form(s) for this method. The address is below.
The forms can be obtained from the IRS here. It can take several weeks to receive the forms.
Alternatively, the UPS Store will laser print them from the IRS website and they are scannable.
They charge $0.49 for 3 sheets, they also laser print all your information on the forms for an
additional $10.
You can send the completed form(s) (Copies A,B & C - DO NOT separate them) and a covering
letter with your contact details to Jarrett Realty Investors at:
Jarrett Realty Investors

900 Bugg Ln Ste 110A Unit 645
San Marcos, Texas 78667
Important: Send certified mail/tracked so you know when we have received them.
v3. 09/09/2022 9
What if I can’t get a hold of a 2021 1099-A because they’re out of print?
Please Note: Even though you can find PDF versions online, these are not scannable triplicates
so cannot be used for this process.
You may also be able to obtain a 1099-A with a blank year that you can write in the current tax
year. Some sellers on eBay offer them.
v3. 09/09/2022 10
On the 1099-A form there are 3 forms per sheet, how does that work?
You’ll notice it says ‘Do Not Cut or Separate Forms on This Page’ under each of the forms. You
can submit 3 different forms per sheet. So one could be for a home, the next for a car and the
third for paying bills/debts. All 3 forms must be for you, you can’t include another beneficiary on
the same sheet.
You can however neatly cut the forms to create 3 separate sheets if you need to. (The forms say
‘Do Not Cut or Separate Forms on This Page’ but this isn’t an issue.)
How do I autograph my name as beneficiary?
First-Middle: Last, Beneficiary is the most common way but here are some examples if you can’t
use this configuration:
First: Last, Beneficiary

First-Middle-Middle: Last, Beneficiary
First-Middle: Last-Last, Beneficiary
First-Middle II: Last, Beneficiary
First-Middle Jr: Last, Beneficiary
If you don’t have room to write the full word ‘Beneficiary’, the abbreviation is ‘BENE’.
The beneficiary signature is important on the back as it identifies the living beneficiary as the
one making the request from the strawman account number.
Why do I need to autograph my name as beneficiary?
This is how you monetize the form, without it the funds cannot be released.
v3. 09/09/2022 11
v3. 09/09/2022 12
→ Watch the video instructions here
v3. 09/09/2022 13
Do I need to use my birth name/maiden name when filing?
Use the name that’s on your social security card/married name.
Can my spouse file a separate 1099-A for his/her own property/vehicle or are our trusts
treated as one since we are married?
Your Cesti Que Vie trusts are separate in this regard so he/she can file separately for his/her
own home and vehicle.
Can I combine everything on the same form?
You can’t use the same form for unrelated purchases, so you would need a separate form for a
house and a car, for example.
If, for example, you’re paying your telephone, gas, water and electricity bills upfront for the year,
this could be on the same form. In this case you would put ‘Annual utility bills’ in the description.
Why do I need to file a Form 56?
The Form 56 is notifying the treasury of the fiduciary relationship.
If my spouse and I are both filing 1099-A’s do we both need to file separate Form 56’s?
Yes, you both have separate trusts.
See below for an annotated example of a Form 56, you can see the full-size version here.
Here’s an example of a completed form.
v3. 09/09/2022 14
v3. 09/09/2022 15
Can I use a P.O. Box for my address on my 1099-A?
Ideally not, but if you have no other way of getting mail delivered to you then you will have to.
What’s the minimum amount I can use the 1099-A for?
You can use the 1099-A for anything over $600 that’s a personal benefit to you.
v3. 09/09/2022 16
How do I pay the one-off $10 admin fee?
The one-off fee is to cover printing and postage as well as stationery costs such as folders and
envelopes.
Please pay using any one of the following methods:
Please note that the fee is non-refundable.
● Drew’s Venmo - @jarrettrealty ● Tara’s Venmo - @tara-jarrett-1

● Drew’s Cash App - $djarrett52 ● Tara’s Cash App - $tarajarrett2016
Download CashApp
Cash App instructions for new users.
v3. 09/09/2022 17
How long will it take to receive the funds?
It usually takes 120 business days from when we complete the filing. It currently takes us four
weeks or so to file all your paperwork from when you submit it to us. This equates to 6
calendar months in total so you need to be patient. There are no shortcuts, unfortunately.
Why do I need a trustee?
As the beneficiary, you need to have a trustee. This can either be a 3rd-party like Jarrett Realty
Investors or the vendor of the property you are trying to acquire. Since most vendors don’t
understand the process, it’s often easier to appoint a 3rd-party trustee.
Where do the funds come from?
The IRS executes the trust and sends the authorisation to the United States Treasury who then
send the funds.
Can I get paid the funds directly?
No, Jarrett Realty Investors are acting as the trustees and as such have to administer the funds
diligently. We will send funds to whoever needs to be paid in relation to your filing, i.e. car
dealership, lawyers, or contractors.
Why do Jarrett Realty Investors charge a 5% fee?
This is to cover the filing process and the administration of the funds. The fiduciary responsibility
of being the trustee is onerous and needs to be handled diligently. The real work starts once
funds are received and the funds need to be dispersed to multiple parties.
We don’t ask for any money in advance other than a one-off $10 admin fee to cover the cost of
envelopes, printing and postage. (See here for further instructions on this.)
If you’re contacted by anyone posing as us asking for money in advance or offering investments
in crypto etc. it’s a scam. Telegram is rife with fraudsters. We do our best to eliminate them but
they are relentless.
Why do I have to sign an agreement with Jarrett Realty Investors?
We need an agreement in place to act as your trustees. This method of using the 1099-A only
works with a trustee in place. Without this, we can’t move forward.
v3. 09/09/2022 18
How do I submit my Trustee Agreement to you?
Please send the agreement with your 1099-A(s) to our P.O. Box address.
Can I pay Jarrett Realty Investors to speed up the process?
No, the forms are filed in the order received with the exception of urgent cases for
homelessness, foreclosure, repossession or eviction. Even if we file your forms tomorrow, you
will still need to wait 60 business days for funds to be received from the United States Treasury.
Should I chase Tara/Drew if I haven’t heard from them?
We know you’re excited to get the process started and receive your funds but the more you bug
them the more it slows down the process for you and everyone else. It’s best to leave them to
focus on processing the filings. If you’ve watched all the videos and still have questions keep
reading this e-book or ask in the Telegram group.
If your question isn’t getting answered in the group, ask an admin directly. To find an admin for
the Telegram group, search the list of members and the admins will be marked as such. You
can also join one of the regular live YouTube broadcasts to ask questions.
Do I need to declare my sovereignty to be able to benefit from my trust?
No, you need to know who you are i.e. a living man/woman on the soil but there’s no
requirement to file any paperwork like status correction or the UCC1 financing statement, for
example. Having said that, it certainly won’t hurt the process if you have already declared your
sovereignty.
If you’re a U.S. citizen, we can help you with filing all the forms for this. The charge is $200.
Email us with ‘Status Correction’ in the subject line for more information.
To clarify: You do not have to correct your status to use a public filing of a 1099-A. If you are
trying to access the trust from an Executor/secured party creditor standpoint then, yes you have
to do a lot more than just a status correction because you haven’t put yourself into the private
side to be an executor of your estate.
To access the trust using a trustee is acting from the public side so you don’t need anything
additional in place.
Status Correction is basically expatriating from the fraud that was placed against you at birth
and putting that on public record to remove yourself publicly from the Maritime/Admiralty
jurisdiction.
v3. 09/09/2022 19
Can you help me to set up a Private Trust to protect my assets?
Yes, we have some expert contacts on this who can help. We can discuss this once you close
on the property.
Can I use the 1099-A to pay tax liabilities?
Yes, you can send a 1099-A direct to the IRS (or your country’s equivalent). However, this
method is not covered in this e-book. You can however amalgamate all your debts and use us
as the trustee - see the example above for paying bills/debts.
Can I pay off my mortgage using a 1099-A?
Yes, you can send a 1099-A direct to the bank. However, this method is not covered in this
e-book. You can however amalgamate all your debts and use us as the trustee - see the
example above for paying bills/debts.
If your mortgage is in joint names, just choose one person to file the 1099-A for the whole
amount outstanding (plus the 5% trustee fee).
Can I pay medical bills with a 1099-A?
Yes, you can send a 1099-A direct to the hospital. However, this method is not covered in this
e-book. You can however amalgamate all your debts and use us as the trustee - see the
example above for paying bills/debts.
Can I pay my rent using a 1099-A?
Yes, if your landlord is willing to accept it and wait up to 120 business days for the funds. You
can also use a trustee like us and we will pay the rent for you once the funds are received.
Complete the 1099-A in the same manner as purchasing a house or car.
As a Sovereign, you absolutely deserve to own your own home so you should file a 1099-A to
purchase a home too.
What if I don’t have a Social Security Number?
If you’re not a U.S. citizen, you may need to apply for an ITIN first using a W-7 form which takes
16 - 18 weeks. Instructions are here.
v3. 09/09/2022 20
We have been testing using the equivalent of a SSN on the forms. So for a British Citizen, use
the National Insurance Number, for example. (We will know whether this method works by the
end of 2022.)
How do I receive USD if I don’t have a U.S. bank account?
Wise is a fantastic way to send or receive money abroad. They also offer a business account
that the vendors/suppliers you’re working with can sign up for to receive funds.
What are the criteria for deciding if your funds are approved?
We don’t know the exact criteria but logic dictates that being realistic is the main criteria. If
you’re asking for $30 million for a house when you’re currently living in a rented apartment, your
funds probably wouldn’t get approved. Although your trust may be worth way more than $30
million, don’t be greedy by asking for more than what would be deemed reasonable.
What if there’s money left over after everyone has been paid?
You can receive up to 20% of the amount that you entered into Box 2 of the 1099-A form paid
directly to you but only after everyone else has been paid.
If there is more than 20% remaining you will need to find something else to purchase that
relates to what you entered in Box 5 from the original 1099-A filing.
Do I have to pay tax on the funds received from the trust?
Please note, we are not tax or financial advisors. The funds are paid directly to the
suppliers/vendors not you, so you aren’t receiving the funds directly.
Has anyone received their funds yet?
Other people using the exact same filing method as us recently received funds within 120
business days. None of the beneficiaries we have filed for have received funds yet as we’re still
within 120 business days. (We will update here and in the Telegram groups as soon as this
changes.)
Can I call the IRS to chase up my funds?
You must wait a minimum of 120 business days and even then they will only communicate with
the trustee, not you the beneficiary.
v3. 09/09/2022 21
Should I set up a beneficiary bank account?
You can, but it’s not essential. To do this open a new checking account and sign your name as
follows on the application: First-Middle: Last, Beneficiary.
Can I buy a business with a 1099-A?
No, the trust is for personal use only. The only exception is a working farm that you live on.
Can I use the 1099-A to make a purchase from my own business/fund my business?
No, this is trust fraud.
Is there anything I can do to improve the chances of my funds being approved?
This isn’t the same as applying for a loan so there’s no credit check or financial appraisal before
funds are approved. To get approval you simply have to be realistic with what you’re asking for.
Our job as trustees is to make sure we’re both compliant with trust law and avoid getting us both
into trouble. See the list at the end of this ebook for ideas on what people typically file for.
Can I file the 1099-A for someone else?
No, they have to file it themselves. You can assist them but you can’t file on behalf of
somebody else.
Can I file a 1099-A in my name but use the funds to pay off a friend/family member’s
debts or buy them property?
No, the funds have to be used for your personal use only. Get them to file a 1099-A themselves
(with your assistance).
What’s the minimum age you need to be to access your trust/file a 1099-A?
18 years old. Keep in mind that the trust is likely to be worth significantly less than a more
mature trust. Unfortunately, it’s hard to know the exact value.
Can you educate my realtor/car dealer for me on the 1099-A process?
Not yet, we need to have proof of concept and streamline the process first then we will be
working on creating a network of trusted dealers/realtors.
v3. 09/09/2022 22
Can I work with more than one trustee?
Yes, but with caution (see above). You can work with one trustee to buy a house and another to
buy a car but not two trustees to buy two cars, for example.
Can I act as the trustee for my spouse/family member?
A married couple has their trusts joined by the state so cannot be each other's trustees.
However, a friend, sibling or adult child, father, mother, uncle, etc. can be a trustee to a family
member.
Can you teach me how to become a trustee?
Not yet, we need to have proof of concept and streamline the process first then we will be
working on creating a network of trustees.
To become a professional trustee you will need to setup an LLC and obtain an EIN from the
IRS.
Anyone can act as a trustee for you as long as they aren’t your spouse. They will need to know
what they’re getting into as they will have to remain compliant with trust law.
Can I use the 1099-A to buy gold, silver, currency or crypto?
No, it can only be used to buy personal property and services that are deemed to be needs, not
wants.
How will I know when you’ve completed the filing?
We’ll email you a countersigned copy of our agreement and an invite link to the ‘Next Step’
Telegram group where you can hang out with others who are awaiting their funds. If you need
further clarity on the process, review this diagram.
Is all this legal?
Whilst we can’t give you legal advice, yes, it’s both legal and lawful when done correctly. Not
putting the work in to fully innerstand this process and acting greedily will be your downfall.
Acting as your trustee is a huge responsibility so we will only file our side of the paperwork if you
have done your side correctly and we feel you’re acting honorably.
v3. 09/09/2022 23
How do I cancel my 1099-A filing?
You must email us with ‘Void My Submission’ in the subject line so we can void the various
forms we have filed for you.
Please note there is a $10 cancellation fee per 1099-A form to cover the admin costs of voiding
your forms.
You will also be required to complete a cancellation agreement.
Can I use more than one trustee to buy multiple vehicles/properties in the same year?
Not only is using multiple trustees to buy multiple houses, etc. fraud, it is considered fleecing the
trust and will get you, the beneficiary into trouble.
Can I pay off my car loan and file to purchase a new car at the same time?
Yes, this is allowed, see the example above for paying bills/debts. You would file for the
acquisition of a new car separately.
Can I buy a commercial vehicle using a 1099-A?
No, the vehicle must be for personal use only so no 18-wheelers or vans.
What’s the maximum allowable purchase price for a vehicle?
In theory, there is no limit since your trust likely exceeds the cost of any super car but we’re not
going to accept outlandish filings. Be modest and don’t draw attention to yourself. Plus,
expensive cars have expensive maintenance. We won’t work with you if you’re blatantly going
beyond what would be deemed reasonable.
What can I include when purchasing a vehicle?
On top of the purchase price, add registration fees, insurance for the year, a prepaid fuel card,
extended warranty, roadside assistance, servicing package, and optional extras i.e. theft
tracking subscription, roof bars, snow tires etc. And of course, remember to add the 5% trustee
fee to the purchase price.
See the Vehicle Purchase Checklist at the end of this e-book for more ideas.
v3. 09/09/2022 24
Isn’t just writing ‘Real Property’ in the description for a house a bit vague?
Since it’s unlikely a vendor will keep their house off the market for you for 120 business days
whilst you wait for funds, you can’t put a specific property in the description in case it’s no longer
available after that time.
Once you’ve closed on a property we can file a CORRECTED 1099-A with the actual property
address.
The same applies to vehicles if you end up buying a different vehicle, we can file a
CORRECTED 1099-A with the VIN number, make and model.
What can I include when acquiring a house?
On top of the purchase price, add the closing costs, home insurance, moving costs,
renovations, interior design, furniture, linens, solar, emergency generators, landscaping, and
outbuilding construction. And of course, remember to add the 5% trustee fee to the purchase
price.
See the Property Purchase Checklist at the end of this e-book for more ideas.
Can you provide proof of funds in advance of receiving them?
If a realtor is asking for proof of funds, this is illegal in the USA. But given the market and
competition for houses, they often won’t show you the property without this. It’s best to wait until
we have received your funds before making an offer on a property.
Should I put earnest money/a deposit down to secure a property before filing/receiving
funds?
Absolutely not. You could risk losing your money if the funds aren’t approved or take longer
than anticipated. It’s better to file an amount that you think will comfortably buy you a home in
the area you want to live in. Once you receive the funds you can buy something to suit that
budget.
What’s the maximum allowable purchase price for a home?
Since we don’t know how much is in your trust, it’s hard to say. Just be sensible. Buying a
$30m Beverly Hills mansion is going to raise alarm bells and get you audited. Plus, the more
expensive the house, the more expensive they are to run and maintain. Be modest and keep it
simple.
v3. 09/09/2022 25
It will also depend on the area you’re looking to buy in. Manhattan prices are going to be wildly
different to rural prices, for example.
How do I avoid paying property taxes on the home I purchase?
We can work with you to get an allodial title for the property and a Land Patent so that you own
the property absolutely and not just the title. We can discuss this once you close on the
property.
Can I buy a rental investment property with a 1099-A?
Yes, but we recommend you buy a home first and then build up your assets each year. You can
buy one house per trust per year. Buying an apartment block from the get-go is going to raise
suspicion and get us both audited.
How often can I buy a new vehicle/home using the 1099-A?
Once a year is fine. More often than that will likely trigger an audit which neither of us want.
Can I file for a car and a home at the same time?
Yes but use two separate forms. You can file for one car and one house per year per trust.
Other than a home and a car, what else can I buy using a 1099-A?
Anything over $600 that’s deemed beneficial to you, the beneficiary. You can buy an RV,
caravan or boat, sure. But be modest and don’t draw attention to yourself. Questions are going
to be asked if you suddenly own a superyacht out of nowhere.
Remember, everything you buy becomes a responsibility and a liability so you have to think
about how you’re going to maintain and manage your purchases in the future.
It’s our job as a trustee to make sure the funds are being spent wisely and in accordance with
Trust Law. If you’re going to act like a lottery winner and go on a multi-million dollar spending
spree, then we aren’t going to be a good fit for working together.
Here are some other ideas on what you can file a 1099-A for.
If there are any funds remaining after everyone has been paid, you can receive these directly as
long as they are not in excess of 20% of the amount entered into Box 2 of the 1099-A form.
These may be taxable but speak to a qualified professional about this.
v3. 09/09/2022 26
Can I buy a home/vehicle for someone else?
Nope. Get them to file the 1099-A for themselves. The only exception to this is buying a vehicle
for a dependent under the age of 18 and then gifting it to them.
Can I buy a home/vehicle and then quickly sell it to make some cash?
If you ever get audited and you haven’t kept the property for at least 6 months, it might cause
you issues.
How do I get access to the Telegram Group?
We give out the link on request because we’re trying to limit the scammers’ ability to do their
dirty work. Please only request to join once you have read this ebook in its entirety more than
once. That way you can ask questions that aren’t already answered here.
How do I make a donation to the homeless in this community?
Some of our Brothers and Sisters have become homeless before receiving their funds. You can
donate here to help them get temporary housing.
Still have questions?
Go back and watch the videos on our YouTube channel and jump on the next live Q & A call if
you need something specific answered. Please put the time into doing this, the Telegram chat
is getting busier by the day and having the feed clogged up with questions that have been
answered here or in the videos is tedious for the admins and deters other users from remaining
active in the group.
v3. 09/09/2022 27
Property Purchase Checklist
5% trustee fee
Closing costs
Water well
Landscaping
Food forest
Renovations/extensions including project management and architect fees
Outbuildings - storage, garage, greenhouse, guest house
Hard landscaping- driveway, garden walls, paths
Architect fees
Building permit fees
Property taxes
Solar system
Emergency generator
Maintenance equipment
Utility bills
Security system
Insurance
Moving costs
Interior design
Furniture
Kitchen appliances
Soft furnishings - bed linen, towels etc.
Add the total of the items together and add it to the purchase price of the property. Enter the
total $ amount in Box 2 of the 1099-A. Remember to include the 5% trustee fee too.
Here’s a handy spreadsheet template to help you calculate the costs.
v3. 09/09/2022 28
Vehicle Purchase Checklist
5% trustee fee
Insurance
Prepaid fuel card
Service package
Roadside assistance
Extended warranty
Anti-theft GPS tracking subscription
Winter/spare tires
Optional extras - roof bars, bike rack, tow hitch, etc.
Add the total of the items together and add it to the list price of the vehicle. Enter the total $
amount in Box 2 of the 1099-A. Remember to include the 5% trustee fee too.
Here’s a handy spreadsheet template to help you calculate the costs.
v3. 09/09/2022 29
Allowable Purchase List
If you think in terms of ‘needs’ not ‘wants’ for what you file a 1099-A for, you should get your
funds approved. If you can’t justify the expense as meeting your needs to live then you may
have issues.
Although there’s no guarantee that funding for the items below will be approved, here’s what
we’ve seen people filing for:
● Utility bills - telephone, gas, electricity, water

● Cell phone
● Clearing debt - mortgage, personal loans, credit card debt, vehicle finance
● Purchasing vehicles - cars, motorbikes, boats, RV’s
● Child support payments
● Tax bills
● Medical bills
● Nursing home fees
● Insurance premiums
● Home purchase
● Home renovations and extensions
● Furniture
● Tools (not business related)
● Private school fees
● Homeschooling expenses - tutors, curriculums, equipment
v3. 09/09/2022 30

1099-A Process

Uploaded by

Copyright:

Available Formats

1099-A Process

Uploaded by

Document Information

Original Description:

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

1099-A Process

Uploaded by

Copyright:

Available Formats

Accessing Funds from Your Cesti Que Vie Trust

Here’s how the process works:

Example for Acquiring Property:

Property Acquisition Example:

See the further explanation here for acquiring a property

See the further explanation here for acquiring a vehicle.

You must keep paying your bills in the meantime.

What if I make a mistake on my 1099-A form?

Do I have to file my 1099-A offline or can I do it online?

Jarrett Realty Investors

How do I autograph my name as beneficiary?

First: Last, Beneficiary

Why do I need to autograph my name as beneficiary?

Use the name that’s on your social security card/married name.

Can I combine everything on the same form?

Why do I need to file a Form 56?

The Form 56 is notifying the treasury of the fiduciary relationship.

Yes, you both have separate trusts.

What’s the minimum amount I can use the 1099-A for?

Please pay using any one of the following methods:

Please note that the fee is non-refundable.

● Drew’s Venmo - @jarrettrealty ● Tara’s Venmo - @tara-jarrett-1

Why do I need a trustee?

Where do the funds come from?

Can I get paid the funds directly?

Why do Jarrett Realty Investors charge a 5% fee?

Why do I have to sign an agreement with Jarrett Realty Investors?

Can I pay Jarrett Realty Investors to speed up the process?

Should I chase Tara/Drew if I haven’t heard from them?

Do I need to declare my sovereignty to be able to benefit from my trust?

Can I use the 1099-A to pay tax liabilities?

Can I pay off my mortgage using a 1099-A?

Can I pay medical bills with a 1099-A?

Can I pay my rent using a 1099-A?

Complete the 1099-A in the same manner as purchasing a house or car.

What if I don’t have a Social Security Number?

How do I receive USD if I don’t have a U.S. bank account?

Do I have to pay tax on the funds received from the trust?

Has anyone received their funds yet?

Can I call the IRS to chase up my funds?

Can I buy a business with a 1099-A?

No, this is trust fraud.

Is there anything I can do to improve the chances of my funds being approved?

Can I file the 1099-A for someone else?

Can you educate my realtor/car dealer for me on the 1099-A process?

Can I act as the trustee for my spouse/family member?

Can you teach me how to become a trustee?

Can I use the 1099-A to buy gold, silver, currency or crypto?

How will I know when you’ve completed the filing?

Is all this legal?

You will also be required to complete a cancellation agreement.

Can I buy a commercial vehicle using a 1099-A?

What’s the maximum allowable purchase price for a vehicle?

What can I include when purchasing a vehicle?

What can I include when acquiring a house?

Can you provide proof of funds in advance of receiving them?

What’s the maximum allowable purchase price for a home?

How do I avoid paying property taxes on the home I purchase?

Can I buy a rental investment property with a 1099-A?