Tax Documents

Rev. 09/30/14

TAX DOCUMENTS

 

Overview:

 At least seven (7) days before the first date set for the meeting of creditors under Section 341, the debtor shall provide to the trustee a copy of the debtor’s federal income tax return for the most recent tax year ending immediately before the commencement of the case and for which a return was filed, including any attachments, or a transcript of the tax return, or provide a written statement that the documentation does not exist.  If a creditor, at least 14 days before the first date set for the meeting of creditors under Section 341 requests a copy of the tax return, the trustee or debtor shall provide to the requesting creditor a copy of the tax return including any attachments, or a transcript of the tax return, or provide a written statement that the documentation does not exist.

Codes, Rules and Forms:

Bankruptcy Code:  521     Bankruptcy Rule: 4002(b)(3)&(4)     Local Rule:  None     Local Form:  None

 CM/ECF Event(s):

                 

            Miscellaneous, Certificate of Service of Tax Information to Requestor

            Miscellaneous, Certificate of Receipt of Tax Information from Debtor

            Miscellaneous, Certification re: Tax Returns Not Required or Filed

            Miscellaneous, Request for Copy from Trustee of Debtor’s Tax Information

            Miscellaneous, Tax Documents

            Motions/Applications/Contested Matters, Access to Tax Documents

            Motions/Applications/Contested Matters, Requesting Debtor File Tax Documents with the Court

            Trustee Ch. 7, 11, 12 and 13 Cases, Certificate of Non-Compliance with Tax Return Requirement (Trustee)