Should I Inform My Tax Preparer About My Bankruptcy Case?
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Yes, you should tell your tax preparer about your bankruptcy filing. Your bankruptcy trustee may need to give you special instructions that your tax prepare will need to follow if you're getting a refund check. You tax preparer will need to know about this before they file your return.
Written by the Upsolve Team. Legally reviewed by Attorney Andrea Wimmer
Updated November 18, 2021
Yes. If you find out that you're owed a tax refund, your bankruptcy trustee may need to give you special instructions to follow regarding your refund check. That's why it's important to tell your tax preparer about your bankruptcy filing before they file your tax returns.
Depending on whether your refund is covered by an exemption, you may need to turn the refund over to the trustee according to their directions.
If you've already filed and just found out that you'll be getting a refund, please visit my.upsolve.org and use the "Ask Upsolve Team" feature to post a private message to the team. Doing so 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.