Tax Documents

Rev. 12/05/14

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:
Bankruptcy Rule:
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, Access to Tax Documents
Motions/Applications, 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)