Access To Tax Documents (Motion)

Rev. 1/15/2019


11 U.S.C. § 521



At the request of the court, the United States trustee, or any party in interest in a case under chapter 7, 11, or 13, an individual debtor must file certain tax documents with the court. 11. U.S.C. 521(f)


See Request for Debtor to File Tax Information and Tax Documents


To obtain access to the tax information filed with the court the requesting party must file a motion and proposed order (see below requirements).  


The proposed order granting the motion 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]




Motion* with Certificate of Service

Proposed Order


*Motion should include:

  1. a description of the movant's status in the case, to allow the court to ascertain whether the movant may properly be given access to the requested tax information;

  2. a description of the specific tax information sought;

  3. a 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.


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