qbteachmt
Level 15

For me, it would depend on his interest to be involved. If he isn't an active participant in this resolution, I would stay out of it. You might be surprised how much is discoverable. You need him to get bank records and IRS account transcripts, to see what is already documented on his behalf. Probably not much, as noted by others. He likely has Venmo, CashApp, PayPal, too.

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