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NADOA Model Form Division Order Adopted 995

NADOA Model Form Division Order Adopted 995

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What is a W-9 tax form? What is a W-9 tax form?

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Hi there, everyone. My name is Jaye Tritz. I am an instructor with NATP. I've been with the organization my entire career, which spans about 31 years of tax preparation. I am semi-retired now from tax preparation, but, working as an instructor and content developer with NATP. I'm really excited to teach a session on Deep Dive into Form 2555. As you're aware, that is the form for excluding foreign-earned income, and it presents kind of an enigma because we don't do it that often. I'm sure there are some of you that may be thoroughly familiar with it and you do it every day, but most of us don't encounter that form every day. And there are a lot of tricks and traps, if you will, along the way in properly completing the form, such as who's qualified to exclude foreign-earned income and the housing costs, etcetera. So that's what this is all about, really getting into the form, focusing on qualifications, exclusions, etcetera.

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