Refund Statute of Limitations
Importance of Return Due Dates, Filing Dates, and Lookback Period Discussed - Recorded 9/5/24
The refund statute of limitations is complex and often misunderstood. This webinar goes over how to determine if a claim is timely, how much can be refunded in a timely claim, and the actions that can toll the refund statute. The erroneous refund statute of limitations will also be briefly discussed.
Learning Objectives
- Determine whether a refund claim is timely.
- Calculate how much can be refunded with a timely refund claim.
- Describe how financial disability can toll the refund statute of limitations.
- Explain the erroneous refund statute of limitations and when it is applicable.
Education Information
IRS Program Number: NMVBP-T-00278-24-S
Credit hours: 1 NASBA CPE / 1 IRS CE
Prerequisite: None
Advanced Preparation: None
Program Level: Basic
Delivery Method: QAS Self-Study (NASBA); On-Demand (IRS)
Field of Study: Taxes (NASBA); Federal Tax Topics/Federal Tax Related Matters (IRS)
Information can be found quickly by searching key terms in the text/PowerPoint using the built-in search feature.
Course expires one year after purchase.
Instructor: Thomas Gorczynski, EA, CTP, USTCP Click here to learn more about the instructor.
Refund Policy
There are no refunds for on-demand webinars, but if you experience technical difficulties while viewing a webinar, contact us to resolve the issue. Click here for more information regarding our refund, education and complaint policies.
