Tax Documents (Filing)

Rev. 1/15/2019

 

11 U.S.C. § 521(f)

Fed. R. Bankr. P. 4002(b)(5)

 

 

 

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

 

 


Redact Tax Documents


Before filing tax documents with the court, the debtor should redact the following personal identifiers:

    1. Social Security Number (only the last four digits of the number should appear)

    2. Individual Taxpayer Identification Number (ITIN) (only the last four digits of the number should appear)

    3. Names of Minor Children - (only the child's initials should appear)

    4. Dates of Birth -  (only the year should appear)

    5. Financial Account Numbers -  (only the last four digits of the year should appear)

 

Court employees are not responsible for redacting any of the personal identifying information contained in documents filed with the court.

 

The responsibility for redacting personal identifiers rests solely with the debtor.

 

By filing a document containing unredacted personal information, the filer waives the protection under Fed. R. Bankr. P. 9037(a). See Fed. R. Bankr. P. 9037(g)


File Tax Documents


The filer must use the "tax information" docket event to file the tax documents with the court.  The public should not have access to the tax information filed with the court.  Failure to select the "tax information" docket event will make the document available to the public.

 

Docket Event:

 

[Bankruptcy> Other> Tax Documents (Documents Restricted)]


Access to Tax Documents


Any party wishing to have access to the documents must file a motion and proposed order.   See Access to Tax Documents.