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Saul posted an update 7 months ago
I received an email to reserve a spot on the upcoming monthly AUA zoom meeting. Unfortunately, when I clicked the link to reserve a spot it did not have anything available for 3+ months
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Bruce posted an update 7 months ago
Considering taking a buyout and leaving my company. Is there a way to avoid the massive tax hit on this?
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March 4th, 2026 Members AUA Recording
Use this link and passcode to access the recording.
Passcode: mq!79*=e
us06web.zoom.us
Video Conferencing, Web Conferencing, Webinars, Screen Sharing
Zoom is the leader in modern enterprise video communications, with an easy, reliable cloud platform for video and audio conferencing, chat, and webinars across mobile, desktop, and room systems. Zoom Rooms is the original software-based conference room solution used around … Continue reading
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Joint 1040
My wife and I file a joint 1040 every year. So should I put both her name and my name on the cover letter? For context: I am a business owner and she was a w-2 employee on our returns.
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Yes! I have! It’ll be different now with a trust structure but for previous years, yes
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Tramain posted an update 7 months ago
8822-B
Has anyone filed a 8822-B for change of responsible party? I cant find a example an i don’t want to fill it out incorrectly. Anyhelp is appreciated
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Starting on the CTC
I haven’t filled taxes since 2022 so do i still need to do a 4852 an 1040x for 23,24 or just the 1040? Also is there instructions on how to fill out the 4852 correctly i dont think I seen it in the course. Any help will be appreciated
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Update I found what I was looking for 😆😏
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The first 30-40min of the Live Q&A vid does a solid job breaking down.
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Bauni posted an update 7 months ago
Hi Y’all- I’ve run into some trouble with my car and my passport, any input is welcome!
I tried to put my car into the trust name instead of my name and the NPC worker said she couldn’t do it because the trust doesn’t have a Social Security Number and all “owners” need a SSN….
Passport- went to the clerk and she said I had to go to the…
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Michaela and
Tramain are now connected 8 months ago -
Lisa updated their profile 8 months ago
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US Green Card Holder - Successful Amendment?
My wife and I are getting close to sending in our amended documents (1040x) for the previous 3 years (2022,2023,2024). I am born in America, but my wife legally obtained a green card in March of 2024, is there anything that I need to know before sending our amendments in since she is not a US born citizen? Thank you.
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