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

Page: https://stenobird.com/podcast/federal-tax-updates-5954475/off-season-on-notice-refund-deadlines-and-a-new-irs
Text version: https://stenobird.com/podcast/federal-tax-updates-5954475/off-season-on-notice-refund-deadlines-and-a-new-irs.md
Podcast: [Federal Tax Updates](https://stenobird.com/podcast/federal-tax-updates-5954475)
Published: 2026-06-01T14:00:00+00:00
Episode link: https://share.transistor.fm/s/4ea69760
Audio file: https://op3.dev/e/media.transistor.fm/4ea69760/6c3f6cb8.mp3
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JSON: https://stenobird.com/v1/public/podcasts/federal-tax-updates-5954475/episodes/off-season-on-notice-refund-deadlines-and-a-new-irs
Duration seconds: 3281

## Resource

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. Sponsors Padgett - Contact Padgett or Email Jeff Phillips Get NASBA Approved CPE or IRS Approved CE Launch the course on EarmarkCPE to get free CPE/CE for listening to this episode. 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 Follow the Federal Tax Updates Podcast on Social Media twitter.com/FedTaxPod facebook.com/FedTaxPod linkedin.com/showcase/fedtaxpod Connect with the Hosts on LinkedIn Roger Harris Annie Schwab Review Leave a review on Apple Podcasts or Podchaser Subscribe Subscribe to the Federal Tax Updates podcast in your favorite podcast app! This podcast is a production of Earmark Media The full transcript for this episode is available by clickin…

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## Transcript

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