Should I inform my tax preparer about my bankruptcy case

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In a Nutshell

Yes. If you find out that you are owed a refund there may be special instructions provided by your trustee that you will need to follow regarding your refund check that your tax preparer must know before filing your returns.

Written by the Upsolve Team.  Reviewed by Attorney Andrea Wimmer
Updated July 22, 2020


Yes. If you find out that you are owed a refund there may be special instructions provided by your trustee that you will need to follow regarding your refund check that your tax preparer must know before filing your returns.

If you've already filed, and you later found out that you'll be getting a refund, please visit help.upsolve.org and use the "Submit a Request" feature in the top right corner to send us a message.

That lets Upsolve know that you need instructions on how to use our free web app to prepare an amendment that adds the refund to your petition. Second, depending on whether or not your refund is covered by an exemption you will need to turnover the refund to the trustee according to their directions.



About the authors
The Upsolve Team

Upsolve is lucky to have an incredible team of finance and consumer rights professionals as contributing writers to help us keep our content up to date, informative, and helpful for everyone.

Attorney Andrea Wimmer

Andrea practiced exclusively as debtors’ counsel in consumer chapter 7 and 13 cases for more than 10 years before joining Upsolve, first as a contributing writer and editor and ultimately joining the team full time in August 2019. While in private practice, Andrea handled all ban... read more

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Upsolve is a 501(c)(3) nonprofit that started in 2016. Our mission is to help low-income families who cannot afford lawyers file bankruptcy for free, using an online web app. Spun out of Harvard Law School, our team includes lawyers, engineers, and judges. We have world-class funders that include the U.S. government, former Google CEO Eric Schmidt, and leading foundations. It's one of the greatest civil rights injustices of our time that low-income families can’t access their basic rights when they can’t afford to pay for help. Combining direct services and advocacy, we’re fighting this injustice.

To learn more, read why we started Upsolve in 2016, our reviews from past users, and our press coverage from places like the New York Times and Wall Street Journal.

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