Question abut possible refund from state tax

[dr618]

At my 341 meeting, when the trustee asked me if I would be getting a refund I said no, but now after entering my information in Turbotax, it says I am entitled to a refund from my state, something called "recovery rebate". Will I get in trouble for this with the trustee? I had no idea I would be able to receive this refund.

[StartingOver08]

You answered truthfully that you were not expecting a refund.

However, I would contact your attorney and let them know that you are actually now entitled to one and get their suggestions as to how to handle it with the Trustee.

[dr618]

The legal aid office handled all of my paperwork, should I contact them or contact the trustee? Last time I had an issue, legal aid wouldn't help me, as they said anything that happens after filing, I'm on my own.

[StartingOver08]

Did you use up all of your exemptions in your petition? Please review your petition carefully. If you have left over exemptions hopefully it will cover the amount you are getting back on the unexpected refund.

If the legal aid office is not going to help you, you may want to contact the Trustee's office directly. Wait until one of the others come on here that is familiar with State refunds and filings (we don't have a state tax in Fl - so I am not familiar).

IMHO, I would contact the Trustee's office and let them know that you recieved this unexpected refund and ask them what to do. Worst case senerio, the Trustee gets the refund you did not know you were getting back anyway.

[dr618]

Thanks, Starting over. I'm not sure about the exemptions, I have to look through stuff, the rebate is for a little over $200.

[StartingOver08]

Oh, for that small amount then, call the Trustee's office - they may not want it, but at least you informed them timely.

[dr618]

Thank you so much for your help