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.

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