Will the Chapter 13 Trustee Take My Tax Refund?

A free guide for New York residents. Filed in S.D.N.Y..

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

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 New York:

Courthouse: One Bowling Green, Manhattan.

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 New York?

Filed in S.D.N.Y.. Consult a qualified attorney for your specific situation.

Where do I file?

One Bowling Green, Manhattan.

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