Federal Tax Updates

← Federal Tax Updates1 jun · 55 min

Off-Season, On Notice: Refund Deadlines and a New IRS

Off-Season, On Notice: Refund Deadlines and a New IRS1 jun55 min

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