
← Federal Tax Updates1 Jun · 55 min
Off-Season, On Notice: Refund Deadlines and a New IRS
Roger and Annie catch up on everything that shifted while practitioners were buried in returns: a leaner, digital-first IRS under new CEO Frank Bisignano, a bumpy phase-out of paper checks, and stricter e-file matching that tripped up routine returns. The Kwong decision has handed taxpayers a hard July 10 deadline to claim refunds on COVID-era penalties and interest, with new ERC extension options and a possible conservation easement settlement adding to the summer to-do list.
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Chapters
(00:00) - Welcome Back From DC
(00:46) - What We Heard In Washington
(01:37) - Busy Season Takeaways
(03:53) - IRS Digital Transformation
(07:42) - CAF Delays And Practitioner Pain
(09:31) - Online Accounts And ID Verification