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The Refund Statute of Limitations: When Time Runs Out
Manage episode 493519687 series 3659469
المحتوى المقدم من Earmark Media, Jeremy Wells, EA, and CPA. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Earmark Media, Jeremy Wells, EA, and CPA أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
Understanding the refund statute of limitations can mean the difference between claiming a refund and losing that money forever. This episode breaks down the complex rules around when taxpayers can file refund claims and how much they can recover, using the recent Hamilton v. US case as a cautionary tale. Whether you're dealing with late-filed returns, amended returns, or clients who've fallen behind on their taxes, these statute of limitations rules will determine what's possible and what's permanently lost.
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- (00:00) - Welcome to Tax in Action
- (01:50) - Understanding Finality in Tax Code
- (03:28) - Assessment vs. Refund Statute of Limitations
- (04:11) - Challenges and Misunderstandings
- (07:37) - Case Study: Hamilton v. US
- (13:09) - Key Tax Code Sections
- (17:21) - When Can a Taxpayer Claim a Refund
- (33:21) - Estimated Payments
- (34:52) - Special Considerations and Exceptions
- (54:17) - Conclusion and Key Takeaways
Connect with Jeremy
https://www.linkedin.com/in/jwellstax
https://www.steadfastbookkeeping.com
Subscribe on YouTube
https://www.youtube.com/@TaxinAction
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This podcast is a production of the Earmark Media
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