Form Links from NABT Article

"Low Hanging Fruit – Better Ways to Harvest Tax Refunds"

by Trustee, David L Miller - Farmington, Utah
and Trustee Assistant, Siobhan M Kenna - Austin, Texas


PDF versions:

Example 1 - IRS Refund Turnover Request Form - IRS_Ch_7_Refund_Turnover_attachment 4.pdf
     a - Sample of a Tax Intercept Letter by a Trustee instead of the above form.Trustee Sample Tax Intercept Letter attachment 4a.pdf (Not referenced in the article.-smk)

Example 2 - Trustee "Property of the Estate" Letter - property of estate attachment 1.pdf
Example 3 - Debtor Tax Refund Acknowledgement Letter - Debtor Tax Refund Acknowledgement attachment 2.pdf
Example 4 - Debtor Tax Refund Compliance Letter - Debtor Tax Refund Compliance Letter attachment 3.pdf


Word versions:

Example 1 - IRS Refund Turnover Request Form - IRS_Refund_Turnover_Request_Form 2013.docx
Example 2 - Trustee "Property of the Estate" Letter - property of estate attachment 1.docx
Example 3 - Debtor Tax Refund Acknowledgement Letter - Debtor Tax Refund Acknowledgement attachment 2.docx
Example 4 - Debtor Tax Refund Compliance Letter - Debtor Tax Refund Compliance Letter attachment 3.docx