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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Annie Schwab

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