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  • How To Notes

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    Roberto Monterrosa
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    This document provides instructions for filling out IRS forms W-4 and 1040 in order to recoup credits and funds. It describes filling out the forms with one's name, address, SSN, and specifying an account number to receive refunds. It recommends sending the completed forms to a Treasury Department office in Washington D.C. and using priority mailing labels and envelopes from the post office to track the mail delivery.

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    How to Notes

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    How to Notes

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    This document provides instructions for filling out IRS forms W-4 and 1040 in order to recoup credits and funds. It describes filling out the forms with one's name, address, SSN, and specifying an account number to receive refunds. It recommends sending the completed forms to a Treasury Department office in Washington D.C. and using priority mailing labels and envelopes from the post office to track the mail delivery.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pdf or txt
    4K views16 pages

    How To Notes

    Uploaded by

    Roberto Monterrosa
    This document provides instructions for filling out IRS forms W-4 and 1040 in order to recoup credits and funds. It describes filling out the forms with one's name, address, SSN, and specifying an account number to receive refunds. It recommends sending the completed forms to a Treasury Department office in Washington D.C. and using priority mailing labels and envelopes from the post office to track the mail delivery.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pdf or txt
    of 16

    W4 Sandwich steps to recoup credits and funds

    https://www.youtube.com/watch?v=6HzRhgaFhgU

    Examples of everything in dropbox, along with blank and highlighted forms

    W4 -min 25ish
    (a) name (upper & lowercase/ include full middle name) & address
    (b) SSN
    (c) Head of Household
    4(c) amount you want to collect, (EXEMPT) written under the line
    -blank for BMV
    -250,000 court cases
    -or leave blank

    Employee Signature: Write your Autograph for beneficiary


    By: Felisha-Marie: Beverly; Beneficiary

    White out perjury statement and replace with:


    -Done in good faith, without prejudice, all rights reserved

    Date: month-day-year

    Employer's Name and Address/ date of employment


    Can be....
    -names of people in courts cases i.e. judge, attorney, clerk (approx date of filing)
    -BMV (approximate date of permit)
    -any company you have given your SSN
    -any company listed on credit report
    1040 -min 31

    PAGE 1
    Head of Household
    name (upper & lowercase) & address
    SSN
    PAGE 2
    (b) Routing number
    (d) Account Number you want to use
    (c) account type
    35a – needs to be blank & highlighted or match W4 line 4(c)
    Date
    DO NOT SIGN
    1040V – min 33
    1) SSN
    4) Name, addressing

    Flip over & turn to the left so the form titles are to the left
    Fill out back like a check

    Top --> down


    SSN (no dashes)
    Number on back of SS card, starts with a letter, may be in red
    Draw a 2 cent stamp
    Write autograph (not beneficiary) across it
    Date
    BACK
    Cover Letter – min 36
    Hand write (more examples in drop box), make copies, THEN autograph and date to show you are
    alive

    Ask for it to be done “Immediately”


    Include: “given for patent right” above autograph
    Where to Mail – 36:33
    (Remittance office for IRS)

    Dept of Treasury
    Office of Executive Secretary
    1500 Pennsylvania Ave, NW
    Room 3413
    Washington, DC 20220
    POSTAGE/Post Office- min 37
    Avery 5162 labels (14 per page)
    Use free priority envelopes inside post office
    Priority Express Labels
    -(Federal agency account # or...) Use file number on original or certified Birth Certificate
    -looks like a couple of numbers followed by year born and several numbers after
    Download USPS app -min 41
    -scan your mailer barcode or certified stickers to track you mail and know when it is delivered

    NOTES:
    Can fill out name, address, SSN, account numbers on all forms then make copies to save on writing
    DO NOT copy your autograph, write this each time and dates to show you are alive

    Write your Autograph


    By: Amy-Jo: Williams.
    By (colon) first name (dash) middle name (colon) last name (period)

    Get a free LexusNexus consumer report. Your Roadmap to know which companies have used your
    SSN
    -If they are lawful then no hard, no foul
    Some funds may come back as credits or prepaid cards

    When you lock your SSN (form 15227 Identity Theft) courts can't get any money so they don't want to
    waste time with your case. Can assess $250,000 for all people involved and then they have 10 days to
    pay that so they will terminate the cases instead of paying it.

    1099 A's are a way to get debts “paid”/discharged. The debt will be taken care of and you may get a
    refund. It triggers an audit.

    Lawful term for kids is “offspring” not children.

    Know how much you are worth 4506T fill it out and fax. They are supposed to contact you within 10
    days to show you the money that has gone through your account

    Passports- get on do not detain list, fill out form and do not check that you, your mom, or dad are “U.S.
    Citizens” because you do not live in/born in Washington DC or it is fraud

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