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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Links mentioned in this episode

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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