[CLBS] Tax refund issue

Aaron Tolson ajt at aaronjtolsonlaw.com
Mon Jun 22 14:00:40 MDT 2020


I had a client who filed taxes and got a 500 refund per the tax return, so
the trustee wanted it turned over and debtor sent a personal check in
before getting the actual refund, because the letter from the trustee was
"scary."  So then the IRS wrote a letter back and said the accountant made
an error on the taxes and debtor actually owes $500 instead so no refund is
coming.

So does:
1.  The trustee have to return the money;
2.  If not, does the accountant owe the money back to debtor, which is then
property of the estate because the claim is rooted in the pre-bankruptcy
past.



-- 
Aaron J. Tolson
2677 E. 17th St. #300
Ammon, ID. 83406
208-228-5221

This a privileged communication.  Please advise if you received it in error.


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