straight from horses mouth re: tax refund

[doglover]

We got a check in the mail for the exempt portion.

Your post was very helpful thank you. If you don't mind what district do you live in? I wonder how much our exeption is? In the paperwork our Trustee gave us it didn't say anything about $ amounts or exemptions it just says "your refund will be sent to you , not the Trustee".

Thanks again!

[Granny]

he works for H&R block...I don't think they even hire certified accountants.

You got it close, HHM, but backwards. No self respecting CPA would even apply to work for them, including those of us in bk and unemployed.

[$$only4ever]

I have received my refunds for the past 3 years with no problems. I did file under the old law and my trustee did not want copies of tax returns or refunds. My attorney just advised me to file the "old fashioned way". Paper process and receiving a check in the mail.

[JollyGG]

Your post was very helpful thank you. If you don't mind what district do you live in? I wonder how much our exeption is? In the paperwork our Trustee gave us it didn't say anything about $ amounts or exemptions it just says "your refund will be sent to you , not the Trustee".

Thanks again!

I am in South Dakota's eastern district. We have a flat 10k exemption for basically everything but homestead. I had about 2k left of that and I used it to protect as much of my refund as I could.

[stljohn]

Ok HHM " After all he works for H&R Block"?What exactly do you know about H&R Block?
What kind of statement is that? You don't think they hire certified accountants? What about Enrolled Agents?
Let me educate you. I have worked for 23 years for "H&R Block".I am an Enrolled Agent.There are several other Enrolled Agents in my office and District,and many more across the country. We take and are required by the company and the IRS to take SEVERAL hours of continuing ED. each year.Most E.A.'s and other preparer's take more than required because they want to be able to prepare an ACCURATE tax return and help their client's with their tax and financial situations.I'm not saying there are not SOME who give the wrong advice or screw up a tax return,I have made a few mistakes in my 23 years, after all I am human, but I have learned from those mistakes.And I agree there are a few who need to get out of the business,but Please do not judge us all by a FEW.

My old man was an HR preparer for many years until he went on his own and HR training is good and there are some really diligent preparers who really know the tax laws inside out.

But BK laws are not a part of their training and if they give you bad advice they aint responsible so its irresponsible for them to give any such advice.

[nervousnellie]

Not all are just 1040 EZ preparers

We have classes available to take on Bankruptcy.We refer these client's to the Premium office's.I used to work in a Premium office
and handled those type of returns myself.I have since chosen to move to a regular type office closer to my home.So now I refer those client's to that office.Preparing those type returns with a 982(Tax Attribute's form and Statement of discharge of debt income) are too time consuming. I have seen prior year returns prepared by other firms where the client has paid taxes when they shouldn't have, didn't get all the credits,deductions,etc.they were entitled to. Like the IRS says Taxpayer's should use diligence in choosing a qualified preparer! We have Bio's on our web site showing our years of service,level of certification and our area's of expertise.