Should I inform my tax preparer about my bankruptcy case

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.

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The Upsolve Team

Upsolve is fortunate to have a remarkable team of bankruptcy attorneys, as well as finance and consumer rights professionals, as contributing writers to help us keep our content up to date, informative, and helpful to everyone.

Attorney Andrea Wimmer

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Andrea practiced exclusively as a bankruptcy attorney in consumer Chapter 7 and Chapter 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 ha... read more about Attorney Andrea Wimmer

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