Bankruptcy Tax Refund Handling

Summary

During Chapter 7 bankruptcy, you can deposit your tax refund check and provide a cashiers check to the trustee. Alternatively, endorse the check to the trustee by signing the back and writing Pay to the order of [Trustees Name]. Always confirm with your trustee or attorney to ensure compliance with your cases requirements.

Full Conversation

I filed chapter * bankruptcy *.*.* and instructed that my * tax refund would need to be turned over to the trustee. Am I legally allowed to deposit the check and deliver a cashiers check to the trustee ?
Hi Renée! Generally, depositing your tax refund check and then delivering a cashier's check to the trustee is acceptable. However, it's best to confirm this specific action with your bankruptcy trustee or attorney to ensure compliance with your case's requirements.
Is there anything else you need help with?
How else would I turn the check over if it is made out in my name
Hi Renée! If you prefer not to deposit the check yourself, you can consider these options:
- Endorse the check directly to the trustee by signing the back and including "Pay to the order of [Trustee's Name]."
- Contact your trustee for additional methods they may accept.