Change your financial future in 2020

[@michealbeamon6139]

Thx 🙏🏾 so much for taking the time to answer my concerns. You’re greatly appreciated. Please be well and I will be watching and learning thxs again.

[@KatieStOresCFPChFCEA]

Thanks Micheal, You are welcome

[@michealbeamon6139]

Mrs Katie the SBA keeps saying I am incorrectly filling out the 4506T application for reconsideration. I have done it twice plus sent separate my 2018 plus 2019 1040 forms. I believe Question 9 is problematic?

[@KatieStOresCFPChFCEA]

Hello Micheal, Just to clarify, Form 4506-T is a Request for Transcript of Tax Return. Make sure that on the line 5, you have US Small business Administration Office of Disaster Assistance. Make sure that Line 6 has the correct tax form number (ex.1040, your personal return), and you have a checkmark in the box 6c. On line 9 put 12/31/2019 and 12/312018, since these are the years of tax returns that the SBA is requesting.

[@michealbeamon6139]

St. Ores Wealth Management GM and thx 🙏🏾 you so much Mrs Katie. I had made your corrections and discovered my mistakes but the 18 form is different from 19 and line 5b is my last concern? Do i enter my eidl #? Reconsideration app #?

[@KatieStOresCFPChFCEA]

Regarding line 5b, in the instructions, it says that completion of this line is not required. You don't need to include your EIDL number or the reconsideration application number on this form. This form is for the IRS to request the exact copies of your previously filed tax returns and tax information.