June 01, 2026

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

55 minutes

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

(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

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Roger Harris
Annie Schwab

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