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    Tax Refund Question

    Hey Guys,

    Just got my tax refund (fed and state) deposited into my account. I checked with my attourney on whether or not I should be turning this over to my trustee. They stated that we can keep the state but surrender the federal. Is this typically the case? I had expected that we would have to turn over the entire amount. We're in GA if that helps.

    #2
    There is absolutely no consistency across the country regarding trustee expectations about what to do with tax refunds during a Ch 13.

    If your trustee did not give you specific instructions about what to do, then you will have to ask your lawyer how your trustee typically handles the tax refunds of his 13 filers.
    I am not a lawyer and this is not legal advice nor a statement of the law - only a lawyer can provide those.

    06/01/06 - Filed Ch 13
    06/28/06 - 341 Meeting
    07/18/06 - Confirmation Hearing - not confirmed, 3 objections
    10/05/06 - Hearing to resolve 2 trustee objections
    01/24/07 - Judge dismisses mortgage company objection
    09/27/07 - Confirmed at last!
    06/10/11 - Trustee confirms all payments made
    08/10/11 - DISCHARGED !

    10/02/11 - CASE CLOSED
    Countdown: 60 months paid, 0 months to go

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