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The Refund Statute of Limitations: When Time Runs Out
Manage episode 493519687 series 3659469
محتوای ارائه شده توسط Earmark Media, Jeremy Wells, EA, and CPA. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Earmark Media, Jeremy Wells, EA, and CPA یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.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
Earn CPE for Listening to This Podcast
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This podcast is a production of the Earmark Media
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