Robert Earl Wier
2019
Ask Donna
Pull out the substance of this filing.
What was filed
1
investments
1
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Trust #2 (See Part VIII)
- SoFi
As filed
University of Kentucky Federal Credit Union; acct (Y)
Trustee, Trust #2 (See Part VIII)
Liability — SoFi — personal loan
Y--account not above reportable threshold
X--I unnecessarily reported this in Part VII for 2018. This is not a trust I created. Neither I nor my spouse or any child had or has any income or beneficial interest
in it. I simply act as uncompensated trustee for a remote relative. I mistakenly included it in last year's report, and the closure letter alerted me to the reportability
issue for Part VII.
Z--My wife last worked during 2018, so I included that in Part III.B. of the last report. She no longer has reportable non-investment income.
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