June 01, 2026

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

54 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

(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

(14:54) - Paper Checks Phaseout Confusion

(21:00) - Efile Rejections And Fraud Filters

(22:43) - Trump Accounts And State Conformity

(26:25) - New Developments The Kwong Case

(28:45) - What Kuang Covers

(34:07) - Practitioner Duty to Notify

(37:49) - Processing Delays and Proof

(41:19) - ERC Extra Time Request

(43:27) - Easement Penalties and Settlement

(48:11) - Action Items and IRS Forums

(52:50) - Wrap Up and Next Episodes

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Roger Harris
Annie Schwab

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