Documents our Trustee wants

[tunskit]

We received the notice to turn over our 2006 and 2007 tax returns, which I'd already printed, at least a week in advance of the 341 meeting. There wasn't any information about what else the trustee might want, so I got brave and emailed his office. I actually "e-spoke" with the trustee himself. He just wants us to bring any paystubs from right before the filing through the 341, along with bank statements from our bank and hubby's 401k that show the balance on the day of filing. All of these things will be easy to provide. Yay. He was abrupt with his email, but not rude or condescending. I hope it goes as well in our meeting (9/25). I'm so relieved that I don't have to scrape up six months (or more) of bank statements and credit card statements--not that we've used a credit card for at least five months.

[epiphany]

Hmm, I know you are pro se, and I am glad you got the peace of mind you needed by asking the trustee, but I have to question whether or not that was a good idea.

Perhaps the more experienced among us can answer whether it is actually wise to query the trustee on any additional documents he/she may want when filing pro-se. Wouldn't one have already been notified of everything required and couldn't this open up a can of worms probably best left buried in some cases?

Only asking for my own curiosity. I admire you for filing pro-se..you are a braver soul than I, that's for sure.

Good luck to you.

ep

[tunskit]

Hmm, I know you are pro se, and I am glad you got the peace of mind you needed by asking the trustee, but I have to question whether or not that was a good idea.

Perhaps the more experienced among us can answer whether it is actually wise to query the trustee on any additional documents he/she may want when filing pro-se. Wouldn't one have already been notified of everything required and couldn't this open up a can of worms probably best left buried in some cases?

Only asking for my own curiosity. I admire you for filing pro-se..you are a braver soul than I, that's for sure.

Good luck to you.

ep

My thinking is that he will ask for whatever documents he's going to request, whether or not I ask what he wants. This way, I would have had more time to find all the statements, if they were requested. I still haven't gotten the letter from his office requesting these items, though I know that could arrive even just a few days before the 341, from what I've read on this site. I did NOT want that to happen to me.

[epiphany]

I did NOT want that to happen to me.

Oh I get it. And I didn't realize that your 341 was that far away.

Still curious though...just thinking strategy. Thinking maybe best to have everything prepared and ready to go but not offering it up?

I am just thinking out loud and wondering, not saying you did anything wrong, or necessarily anything that I wouldn't have done if I'd had the guts to file pro se. I don't pretend to know what it's like to walk in your shoes.

ep

[BKParalegal]

Every Trustee in the english speaking world requires at least, the most current tax return and the last 60 days pay stubs(or 6 month P&L if self-employed). That is the minimum, any extra stuff is their personal picadillo. Not providing it before, would have just required her to send it after the 341.

Good Luck

[Cali]

epi - I thought the same thing, so you aren't alone.

My attorney told me to bring my last financial cert, and they would bring all the other paperwork I've given them.

[Tom_Mi]

No historical bank statements required??

Is this common?

[Cali]

The information I gave my attorney before filing were: 4 yrs taxes, 1 year bank statements, 6 months pay stubs, 401k info and a few other things I can't remember.

No historical bank statements required??

Is this common?

[BROKENN]

I was told to bring balances of Filing date and no statements for after. So far...

[cool33097]

My 341 is tomorrow and he did not ask for any 60 day paystub. We are not self-employed and we do live in the ENGLISH speaking world.

[Tabbygirl]

Hmm, I know you are pro se, and I am glad you got the peace of mind you needed by asking the trustee, but I have to question whether or not that was a good idea.

0

In my case, the trustee's letter contains incorrect info ("oh, yes," said the assistant. "we need to fix those letters."), so I am glad I called to double check the info requested in the letter. So if I had just brought the documents to the 341, I would have probably had a continuance--instead, I emailed the docs to him.

[Cali]

And the reason that the bolded area matters is what?

My 341 is tomorrow and he did not ask for any 60 day paystub. We are not self-employed and we do live in the ENGLISH speaking world.

[BKParalegal]

My 341 is tomorrow and he did not ask for any 60 day paystub. We are not self-employed and we do live in the ENGLISH speaking world.

Your attorney scanned and emailed them for you at the time of filing, unless you are pro se. If you are talk to me after your 341.

Good Luck

[arkienurse]

And the reason that the bolded area matters is what?

I believe that was in response to this post by BKPar :

Every Trustee in the english speaking world requires at least, the most current tax return and the last 60 days pay stubs(or 6 month P&L if self-employed). That is the minimum, any extra stuff is their personal picadillo. Not providing it before, would have just required her to send it after the 341.

[Cali]

Thanks for clearing that up for me. I really need to stop responding while I am working on course work. LOL

I apologise cool33097.

I believe that was in response to this post by BKPar :