BORROW FROM YOURSELF

“Borrow from Yourself” is a practical guide that explains how you can use IRS procedures to borrow money from your own resources without incurring debt or interest. Here’s what the manual covers:

Step-by-Step Examples and Explanations:

The manual provides clear instructions, backed by examples, on how to navigate the IRS rules.

You’ll learn how to access funds from your own estate without taking on additional financial burdens.

IRS Forms Included:

The manual features examples related to specific IRS forms:

• IRS Form 56: This form deals with notice concerning fiduciary relationship.
• IRS Form 1099-OID: This form relates to the original issue discount.
• IRS Form 1096: This form is used for annual summary and transmittal of U.S. information returns.
• IRS Form 1041: This form is used to initiate tax returns for Estates and Trusts.
• IRS Form 1041-V: is a payment voucher used for trust and estate tax returns. It is typically filled out by the fiduciary of the estate or trust.
• IRS Form 1040: This form is used to initiate tax returns for individuals.
• IRS Form 1040-V: is a payment voucher used for individual returns. It is usually filled out by an authorized representative.

By understanding these forms, you’ll be better equipped to borrow from your own resources.

Success Stories:

The manual shares testimonial from clients who have successfully borrowed from their estate using these strategies.

        Real examples demonstrate how others have achieved financial flexibility.

Bonus Content:

      In addition to the core material, the manual includes a bonus section:

Borrow From Yourself YouTube Video