<p><em>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.<br></em><br></p><p><strong>Sponsors<br></strong>Padgett -<strong>  </strong><a href="https://www.padgettadvisors.com/join/?podcast">Contact Padgett</a> or <a href="mailto:jphillips@smallbizpros.com">Email Jeff Phillips</a></p><br><strong>Get NASBA Approved CPE or IRS Approved CE<br></strong><a href="https://app.earmarkcpe.com/?channel_id=d10fb7b5-8d1c-408b-b7bf-3da2651b8e2e">Launch the course on EarmarkCPE to get free CPE/CE</a> for listening to this episode.<p><strong>Links mentioned in this episode<br></strong><br><strong>Chapters<br></strong></p><ul><li>(00:00) - Welcome Back From DC</li> <li>(01:01) - What We Heard In Washington</li> <li>(01:52) - Busy Season Takeaways</li> <li>(04:08) - IRS Digital Transformation</li> <li>(07:57) - CAF Delays And Practitioner Pain</li> <li>(09:46) - Online Accounts And ID Verification</li> <li>(15:09) - Paper Checks Phaseout Confusion</li> <li>(21:15) - Efile Rejections And Fraud Filters</li> <li>(22:58) - Trump Accounts And State Conformity</li> <li>(27:27) - New Developments The Kwong Case</li> <li>(29:47) - What Kuang Covers</li> <li>(35:09) - Practitioner Duty to Notify</li> <li>(38:51) - Processing Delays and Proof</li> <li>(42:21) - ERC Extra Time Request</li> <li>(44:29) - Easement Penalties and Settlement</li> <li>(49:13) - Action Items and IRS Forums</li> <li>(53:52) - Wrap Up and Next Episodes</li> </ul><strong>Follow the Federal Tax Updates Podcast on Social Media<br></strong><a href="https://twitter.com/FedTaxPod">twitter.com/FedTaxPod</a><br><a href="https://www.facebook.com/FedTaxPod">facebook.com/FedTaxPod</a><br><a href="https://www.linkedin.com/showcase/fedtaxpod">linkedin.com/showcase/fedtaxpod</a><br><strong><br>Connect with the Hosts on LinkedIn<br></strong><a href="https://www.linkedin.com/in/rogerharrispbs/">Roger Harris<br></a><a href="https://www.linkedin.com/in/annie-schwab-852418261/">Annie Schwab<br></a><br><strong>Review</strong><br>Leave a review on <a href="https://podcasts.apple.com/us/podcast/federal-tax-updates/id1664948418"><strong>Apple Podcasts</strong></a> or <a href="https://www.podchaser.com/podcasts/federal-tax-updates-5079545"><strong>Podchaser</strong></a><strong><br></strong><br><strong>Subscribe</strong><br><a href="https://federaltaxupdates.com/subscribe"><strong>Subscribe to the Federal Tax Updates podcast</strong></a> in your favorite podcast app!<p>This podcast is a production of <a href="http://earmark.me/"><strong>Earmark Media</strong></a></p><p><strong><em>The full transcript for this episode is available by clicking on the Transcript tab at the top of this page</em></strong></p><p>All content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.</p>

Federal Tax Updates

Roger Harris, EA and Annie Schwab, CPA

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

JUN 1, 202655 MIN
Federal Tax Updates

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

JUN 1, 202655 MIN

Description

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.SponsorsPadgett -  Contact Padgett or Email Jeff PhillipsGet NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Links mentioned in this episodeChapters(00:00) - Welcome Back From DC (01:01) - What We Heard In Washington (01:52) - Busy Season Takeaways (04:08) - IRS Digital Transformation (07:57) - CAF Delays And Practitioner Pain (09:46) - Online Accounts And ID Verification (15:09) - Paper Checks Phaseout Confusion (21:15) - Efile Rejections And Fraud Filters (22:58) - Trump Accounts And State Conformity (27:27) - New Developments The Kwong Case (29:47) - What Kuang Covers (35:09) - Practitioner Duty to Notify (38:51) - Processing Delays and Proof (42:21) - ERC Extra Time Request (44:29) - Easement Penalties and Settlement (49:13) - Action Items and IRS Forums (53:52) - Wrap Up and Next Episodes Follow the Federal Tax Updates Podcast on Social Mediatwitter.com/FedTaxPodfacebook.com/FedTaxPodlinkedin.com/showcase/fedtaxpodConnect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.