Will the Chapter 13 Trustee Take My Tax Refund?

A free guide for Arizona residents. Filed in D. Ariz..

What You Need to Know

In most districts, the Chapter 13 trustee requires you to turn over tax refunds above a certain threshold (typically $2,000-$3,000, varies by trustee). Your plan may include specific provisions about tax refunds. You can request a plan modification to retain your refund for a necessary expense. File your taxes early and communicate with your attorney. Some people adjust their W-4 withholding to reduce refunds during the plan period.

In Arizona:

Courthouse: 230 N 1st Ave, Phoenix AZ.

Frequently Asked Questions

Will the Chapter 13 Trustee Take My Tax Refund?

In most districts, the Chapter 13 trustee requires you to turn over tax refunds above a certain threshold (typically $2,000-$3,000, varies by trustee). Your plan may include specific provisions about tax refunds. You can request a plan modification to retain your refund for a necessary expense. File your taxes early and communicate with your attorney. Some people adjust their W-4 withholding to reduce refunds during the plan period.

How does this work in Arizona?

Filed in D. Ariz.. Consult a qualified attorney for your specific situation.

Where do I file?

230 N 1st Ave, Phoenix AZ.

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