Access To Tax Documents (Motion)

6/25/2015

 

11 U.S.C. § 521

 

11 U.S.C. Sections 521(e) and (f) which governs the provision of tax information applies only to individual debtors filing under chapter 7, 11 or 13 of the Bankruptcy Code.

 

On the request of the court, the United States trustee, or any party in interest, Section 521(f) requires a debtor to file with the court certain tax information.   (Filing information see Tax Documents)

 

To obtain access to the tax information filed with the court the movant must file a motion, which should include a:
 

    1. description of the movant's status in the case;

    2. description of the specific tax information sought;

    3. statement indicating that the information cannot be obtained by the movant from any other source; and

    4. a statement showing a demonstrated need for the tax information.

 

An order granting a motion for access to tax information should include language advising the movant that the tax information obtained is confidential and should condition dissemination of the tax information as appropriate under the circumstances of a particular case.  

 

 

Docket Event:

[Bankruptcy> Motions/Applications> Access to Tax Documents]

 

Requirements:

EE Cases

KMS Cases

NPO Cases

Motion with Certificate of Service

Motion with Certificate of Service

Motion with Certificate of Service

Proposed Order

Proposed Order

Proposed Order

 

See Certificate of Service Providing Tax Information when the debtor or other party is required to provide the tax documents to the movant.